Andrea Davis Email & Phone Number

Andréa is a seasoned professional with a strong background in the finance industry. With over 10 years of experience, she has honed her skills and knowledge in various aspects of financial management. She has built an impressive career, showcasing her dedication to excellence and her unwavering commitment to client satisfaction.Whilst studying for her Bachelor of Commerce in Financial Management, Andréa actively worked in the South African Insurance and Investment industry as a paraplanner. This invaluable experience allowed her to gain practical knowledge and develop a deep understanding of the intricacies of the field.In 2020, Andréa successfully completed her degree and embarked on a new adventure as a senior paraplanner in the offshore investment industry, working closely with Sean Kelly. Her expertise and meticulous attention to detail played a crucial role in providing exceptional service to clients, contributing to their financial success.In 2023, Andréa took her career to new heights by joining Kevin Caden and Sean Kelly at Parity Wealth Managers, assuming the role of director and paraplanner. Her wealth of professional experience, combined with her personal approach, uniquely qualifies her to not only assist clients in achieving their financial goals but also manage the operations of the company. Andréa's meticulous attention to detail sets her apart, ensuring that the highest standards of service excellence are maintained. Reach out to Andréa to experience her friendly approach to financial management.🏢 300 Bryanston Dr, Riverside Junction, Bryanston 2196📞 Tel: +27 11 030 3500 📩 Email: info@paritywm.com