Dale Franklin

Dale Franklin Email and Phone Number

Founder @ Johannesburg, GP, ZA
Johannesburg, GP, ZA
Dale Franklin's Location
City of Johannesburg, Gauteng, South Africa, South Africa
Dale Franklin's Contact Details

Dale Franklin personal email

n/a
About Dale Franklin

Experienced Executive Director with a demonstrated history of working in the investment management industry. Skilled in Banking, Asset Management, Sales Management, Investment Strategies, and Retirement Planning. Strong business development professional with a Bcom hons focused in investment management from unisa.

Dale Franklin's Current Company Details
Independent Investment Forum

Independent Investment Forum

Founder
Johannesburg, GP, ZA
Dale Franklin Work Experience Details
  • Independent Investment Forum
    Founder
    Independent Investment Forum
    Johannesburg, Gp, Za
  • Anchor Financial Services (Group)
    Executive Director/ Co Founder
    Anchor Financial Services (Group) Nov 2014 - Present
    South Africa
    Anchor Financial Services is the holding company for the following businesses units, Anchor Advisory Services, Nest Asset Management, Anchor Distribution Services, Independent Investment Forum, Pension forum
  • Anchor Institutional
    Executive Director/Co -Founder
    Anchor Institutional Mar 2015 - Present
    South Africa
  • Nest Asset Management
    Executive Director/Co Founder
    Nest Asset Management Feb 2015 - Present
    www.nestam.co.za
  • Independent Investment Forum
    Founder
    Independent Investment Forum May 2020 - Present
    The Investment forum, is a private, invite-only Forum, with strict vetting criteria The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the… Show more The Investment forum, is a private, invite-only Forum, with strict vetting criteria The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the forumThe objective is to create a platform where members are comfortable sharing their personal insights. For this reason, members are encouraged to have meaningful interaction with presenters and other forum members and may participate in the determination of topics for discussion. The forum aims to create a community of leaders from various industries that are motivated by helping each other and sharing information openly. The forum allows the community of members to determine the voice, direction and leadership of the forum.The purpose of the forum is to:• Be a platform to promote thought leadership in investment management and related industries• To provide a platform for the discussion of, unique topics that may be specialist in nature and that cannot be easily accessed in the public domain and • To create a platform where members can engage in direct dialogue with the presenters and speakers invited to the forumThe objective is to create a platform where members are comfortable sharing their personal insights. For this reason, members are encouraged to have meaningful interaction with presenters and other forum members and may participate in the determination of topics for discussion. The forum aims to create a community of leaders from various industries that are motivated by helping each other and sharing information openly. The forum allows the community of members to determine the voice, direction and leadership of the forum. Show less
  • Anchor Capital
    Exco Member
    Anchor Capital Feb 2016 - Present
  • Sasfin Bank Ltd
    Executive Director Wealth, Head Asset Management, Private Wealth,Asset Consulting
    Sasfin Bank Ltd Jan 2011 - May 2014
    I manage a large portion of Sasfin Banks wealth buisnesses including Private Wealth (financial planning), Asset consulting and Asset Management
  • Sasfin Bank Ltd
    Head Financial Planning
    Sasfin Bank Ltd Mar 2008 - Jan 2011
    national head of private wealth division
  • Grant Thornton Capital
    New Business Development, Investment Distrubution
    Grant Thornton Capital Jan 2003 - Feb 2008
  • Liberty Life
    Sales Manager
    Liberty Life Jan 1999 - Jan 2002

Dale Franklin Skills

Investments Strategic Financial Planning Asset Management Wealth Financial Advisory Wealth Management Financial Planning Risk Management Banking Management Retirement Planning Mutual Funds Portfolio Management Retirement Sales Management Asset Managment New Business Development Asset Insurance Executive Positions Investment Advisory Investment Strategies Executives Fund Formation Asset Consulting Business Strategy Business Development

Dale Franklin Education Details

  • Unisa
    Unisa
    Investment Management
  • Eden
    Eden

Frequently Asked Questions about Dale Franklin

What company does Dale Franklin work for?

Dale Franklin works for Independent Investment Forum

What is Dale Franklin's role at the current company?

Dale Franklin's current role is Founder.

What is Dale Franklin's email address?

Dale Franklin's email address is df****@****fin.com

What schools did Dale Franklin attend?

Dale Franklin attended Unisa, Eden.

What skills is Dale Franklin known for?

Dale Franklin has skills like Investments, Strategic Financial Planning, Asset Management, Wealth, Financial Advisory, Wealth Management, Financial Planning, Risk Management, Banking, Management, Retirement Planning, Mutual Funds.

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