David Smith
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David Smith Email & Phone Number

Adviceworx Financial Planning Partner at Adviceworx
Location: Pietermaritzburg, Kwazulu-Natal, South Africa 7 work roles 8 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Adviceworx
Role
Adviceworx Financial Planning Partner
Location
Pietermaritzburg, Kwazulu-Natal, South Africa
Company size
164 employees

Who is David Smith? Overview

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Quick answer

David Smith is listed as Adviceworx Financial Planning Partner at Adviceworx, a with 164 employees, based in Pietermaritzburg, Kwazulu-Natal, South Africa. AeroLeads shows a matched LinkedIn profile for David Smith.

David Smith previously worked as Financial Advisor at Momentum and Financial Advisor at Multifin. David Smith holds Advanced Certificate In Financial Planning, Insurance from Milpark Buiness School.

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Adviceworx

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Profile bio

About David Smith

My 35-year career began in 1988 with Bancura Group Schemes & Volkskas. HereI specialised in claims servicing and client interaction. In 1990 I moved to PrincipleBrokers where I continued to hone my sales skills. Broadening my skill set to includeplanning, I worked for Old Mutual from 1993 and for Boland Bank/Brokersurefrom 1997, where I focused on commercial planning and sales. In 2002 I movedto Multifin Brokers where I undertook all facets of planning. My expertise led me toMomentum, where I worked in Financial Planning from 2008.I am client-orientated and strongly service-driven. I believe in working with aclient to produce an entire financial picture. As a dedicated planner, i believes thatstrong systems better empower my clients to achieve their goals. This vision plays outin my personal values too: One of my greatest strengths is my strong belief system– I remain positive through all situations, not in a silly way, but in a manner that workstowards a defined goal.

Current workplace

David Smith's current company

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Adviceworx
Adviceworx
Adviceworx Financial Planning Partner
johannesburg, gauteng, south africa
Website
adviceworx.co.za
Employees
164
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7 roles · 39 years

David Smith work experience

A career timeline built from the work history available for this profile.

Adviceworx Financial Planning Partner

Current
Adviceworx

Hilton

My considerable experience gives me a comprehensive view of financial planning,product availability and client needs. I chose to partner with Adviceworx in 2020 asI felt their structured approach met my financial planning requirements successfully.Adviceworx follows a definitive method to financial planning enabled by dynamicsystems, I am a great believer in systems as this not only helps my identity as a financialplanner, but enables me to do a really good job for my clients.

Jan 2020 - Present

Financial Advisor

Momentum

Pietermaritzburg, Kwazulu-Natal, South Africa

2008 - 2020 ~12 yrs

Financial Advisor

Multifin

Pietermaritzburg, Kwazulu-Natal, South Africa

2002 - 2008 ~6 yrs

Financial Advisor

Boland Bank

Pietermaritzburg, Kwazulu-Natal, South Africa

1997 - 2002 ~5 yrs

Financial Advisor

Principle Broker

Pietermaritzburg, Kwazulu-Natal, South Africa

1990 - 1993 ~3 yrs

Financial Advisor

Bancura Group Schemes & Volkskas

Pietermaritzburg, Kwazulu-Natal, South Africa

1988 - 1990 ~2 yrs
Team & coworkers

Colleagues at Adviceworx

Other employees you can reach at adviceworx.co.za. View company contacts for 164 employees →

CC Caroline C. Caroline C. Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa View → SS Steph Smith, Cfp® Steph Smith, Cfp® Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa View → CP Catherine Pillay Catherine Pillay Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa View → SP Stuart Porrill Stuart Porrill Colleague at AdviceworxJohannesburg, Gauteng, South Africa View → IO Isabel Oosthuizen Isabel Oosthuizen Colleague at AdviceworxGeorge, Western Cape, South Africa View → JV Jayleen Veerasamy Jayleen Veerasamy Colleague at AdviceworxDurban Metropolitan Area, South Africa View → NT Nandi Thwala Nandi Thwala Colleague at AdviceworxJohannesburg, Gauteng, South Africa View → CP Catherine Pheiffer-Olivier Catherine Pheiffer-Olivier Colleague at AdviceworxCity Of Johannesburg, Gauteng, South Africa View → RS Rikus Stander Rikus Stander Colleague at AdviceworxAlberton, Gauteng, South Africa View → MW Mike Webb Mike Webb Colleague at AdviceworxSouth Africa View →
8 education records

David Smith education

Advanced Certificate In Financial Planning, Insurance

Milpark Buiness School

General Insurance

Licentiate Diploma, Iisa

The Insurance Of South Africa

Intermediate Certificate In Business Studies, Business Administration And Management, General

Insurance Institute Of South Africa

Life Intermediaries Certificate, Insurance

Insurance Institute Of South Africa

Certificate Of Proficiency, Insurance Business, Technical & General Insurance

Insurance Institute Of South Africa
FAQ

Frequently asked questions about David Smith

Quick answers generated from the profile data available on this page.

What company does David Smith work for?

David Smith works for Adviceworx.

What is David Smith's role at Adviceworx?

David Smith is listed as Adviceworx Financial Planning Partner at Adviceworx.

Where is David Smith based?

David Smith is based in Pietermaritzburg, Kwazulu-Natal, South Africa while working with Adviceworx.

What companies has David Smith worked for?

David Smith has worked for Adviceworx, Momentum, Multifin, Boland Bank, and Old Mutual South Africa.

Who are David Smith's colleagues at Adviceworx?

David Smith's colleagues at Adviceworx include Caroline C., Steph Smith, Cfp®, Catherine Pillay, Stuart Porrill, and Isabel Oosthuizen.

How can I contact David Smith?

You can use AeroLeads to view verified contact signals for David Smith at Adviceworx, including work email, phone, and LinkedIn data when available.

What schools did David Smith attend?

David Smith holds Advanced Certificate In Financial Planning, Insurance from Milpark Buiness School.

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