Wealth Management Consultant
Following a period in the financial services industry and having developed a passion for financial planning, Tom was invited to join the API Shelly Beach team in 2016. He holds a National Certificate in Wealth Management and Advanced Certificate in Financial Planning. He continues to study towards his accreditation as a Certified Financial Planner.
Tom started his career in the financial services industry fresh out of the military when he joined Boland Bank many years ago as a Junior Clerk. His banking career rapidly progressed to the level of Commercial Banker with BoE Bank.
Tom and his family subsequently settled in the South Coast of KZN and were involved in a number of business and corporate ventures before again being drawn back to the financial services industry by his passion for financial planning and investments.
Tom is married to Charlene and they have 2 children. He enjoys the outdoors and is a proper motorhead. Besides his studies, he keeps himself busy with activities such as fishing, 4x4ing, hiking and golf.