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Karel de Waal

Karel de waal

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location of Karel de WaalCity of Cape Town, Western Cape, South Africa
Phone number of Karel de Waal+91 xxxx xxxxx
Followers of Karel de Waal2000 followers

  • Timeline

    Feb 2011 - Dec 2014

    Bcom Financial Sciences Graduate

    University of Pretoria
    Sept 2015 - Dec 2015

    Financial Advisor

    Envestpro an affiliate of Liberty Group Limited.
    Aug 2016 - Oct 2019

    Junior Equity Trader

    PSG Wealth
    Current Company
    Oct 2019 - now

    Wealth Advisor

    PSG Wealth Paarl Stockbroking

  • About me

    Wealth Adviser | Securities Trader | Portfolio Manager at PSG Wealth Paarl Cecilia Square Stockbroking

  • Education

    • University of the free state

      2018 - 2019
      Post graduate diploma in financial planning financial planning and services

    • University of pretoria/universiteit van pretoria

      2011 - 2014
      Bachelor's degree finance and financial management services

      Activities and Societies: Tax at Tuks, Future leaders at work Studied towards achieving my personal goals and gain more knowledge of the financial sector.

    • University of johannesburg

      2016 - 2016
      Advanced diploma in financial markets investments and securities

  • Experience

    • University of pretoria

      Feb 2011 - Dec 2014
      Bcom financial sciences graduate

    • Envestpro an affiliate of liberty group limited.

      Sept 2015 - Dec 2015
      Financial advisor

      -Wealth Planning. -Investment Planning. -Short & Long Term Risk Planning. -Corporate Planning. -Business Assurance.

    • Psg wealth

      Aug 2016 - Oct 2019
      Junior equity trader

    • Psg wealth paarl stockbroking

      Oct 2019 - now
      Wealth advisor

  • Licenses & Certifications

    • Regulatory exam - re 5 representatives

      Moonstone business school of excellence
      Sept 2018

    • The equity market

      South african institute of financial markets
      Jul 2017

    • The regulation and ethics of the south african financial markets

      South african institute of financial markets
      Jul 2017

    • Introduction to financial markets

      South african institute of financial markets
      Jul 2017

    • Jse registered securities trader

      South african institute of financial markets
      Jul 2017