Charles Malherbe is a Certified Financial Planner with extensive experience in the finance industry. He was born and raised in South Africa and obtained his Post Graduate Diploma In Financial Planning from the University of the Free State in 2013. He has worked in the finance industry since 2008.
In order to become a Certified Financial Planner, Charles completed a rigorous course of study and passed a comprehensive exam. He also maintains his certification by continuing his education and staying up-to-date with the latest developments in the financial industry.
Over the course of his career, Charles has helped countless individuals and families to achieve their financial goals. He is skilled at creating personalized financial plans that take into account each client’s unique circumstances and goals. He is also adept at explaining complex financial concepts in an easy-to-understand way, so that his clients can make informed decisions about their finances.
Charles is known for his integrity and professionalism, and he takes great pride in providing his clients with the highest level of service. He believes that financial planning is not just about creating a plan, but also about building a long-term relationship with his clients, based on trust and mutual respect.
In his free time, Charles enjoys spending time with his family, traveling, road and trail running and reading about the latest developments in the financial industry.
