David Thomson, Cfp® work email
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David Thomson, Cfp® personal email
Specialities: Litigation management; Trusts; Wills; Deceased Estates; Privacy law, risk management & life insurance.
Capital Legacy- Sanlam Trust
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Senior Legal AdviserCapital Legacy- Sanlam Trust Aug 2023 - PresentCape Town, Western Cape, South Africa
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Senior Legal AdviserSanlam Personal Finance: Fiduciary Services Oct 2016 - PresentCape Town Area, South AfricaLegal Adviser to the Sanlam Trust business.
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Chairman Of Competency Committee- Estate Planning & TrustsFinancial Planning Institute Of Southern Africa Jun 2012 - Jul 2020Staying up to date with all relevant matters & cases pertaining to estate planning & trusts. Chairing a committee of like-minded member volunteers to act as a channel of information & thought-leadership to members in general & the FPI. -
DirectorFinancial Planning Institute Of Southern Africa Jul 2012 - Jul 2017
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Chairperson: Conduct & Standards CommitteeFinancial Planning Institute Of Southern Africa 2014 - 2017Chairing a committee of member volunteers that considers complaints against CFP professionals with a view to deciding on disciplinary action. Currently a co-opted member of the committee.
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Kzn Regional Committee MemberFinancial Planning Institute Of Southern Africa 2010 - 2016
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Senior Legal AdviserSanlam Life Insurance Limited Sep 1996 - Oct 2016Durban Area, South AfricaGeneral legal advice; drafting contracts; & trusts; retirement planning; tax information; business insurance planning; estate planning; general financial planning information; presentations; marketing; writing articles; creating calculators for financial & tax planning. -
Attorney; Notary & ConveyancerJohn Hudson & Co. Jan 1990 - Sep 1996
David Thomson, Cfp® Skills
David Thomson, Cfp® Education Details
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Estate Planning & Advanced Investments -
Financial Planning And Services
Frequently Asked Questions about David Thomson, Cfp®
What company does David Thomson, Cfp® work for?
David Thomson, Cfp® works for Capital Legacy- Sanlam Trust
What is David Thomson, Cfp®'s role at the current company?
David Thomson, Cfp®'s current role is Senior Legal Adviser at Sanlam Trust: Fiduciary Services.
What is David Thomson, Cfp®'s email address?
David Thomson, Cfp®'s email address is da****@****m.co.za
What schools did David Thomson, Cfp® attend?
David Thomson, Cfp® attended University Of Kwazulu-Natal, University Of The Free State/universiteit Van Die Vrystaat, University Of The Free State.
What are some of David Thomson, Cfp®'s interests?
David Thomson, Cfp® has interest in Hiking In The Drakensberg, Watching Cricket, Visiting Game Reserves, National Geographic Magazine And Channel, Law, Travelling Locally And Abroad, Reading, Football And Rugby, Photography, Politics And History.
What skills is David Thomson, Cfp® known for?
David Thomson, Cfp® has skills like Estate Planning, Trusts, Business Assurance, Risk Management, Retirement Planning, Financial Advisory, Investment Advisory, Pensions, Wealth Management, Financial Planners, Retirement, Tax.
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