Stephen Cole

Stephen is a Director at Core Wealth responsible for a team of Advisors and Planners who give advice and perform research on Estate and Financial planning. In this role he is able to apply his more than 28 years’ experience to ensure astute financial planning for his clients, of their estates and finances and the effective management of their risk portfolios.
Stephen completed a BCom. degree at Rhodes University majoring in Business Administration & Business Information Systems. He is qualified as a Certified Financial Planner® (CFP®) and also holds an Advanced Post Graduate Diploma in Financial Planning (University of the Free State).