
Daniel Trevethan CFP®
ADVISOR
BIO:
Daniel studied an Investment Management Degree at the University of Pretoria, thereafter, pivoted towards a financial planning career and completed a Postgraduate Diploma in Financial Planning at the University of the Free State. Further, he holds the respected CERTIFIED FINANCIAL PLANNER PROFESSIONAL (CFP®) accreditation.
He is truly passionate about serving others through his work by walking alongside them to structure their finances efficiently and effectively, helping them reach their financial goals.
Daniel is a proud husband and values the relationships he builds both professionally and personally. When not at work, Daniel enjoys surfing, spending time in the bush, fly fishing and cricket.