He has qualified for many industry awards, addressed large groups, both as a trainer, and also as a guest speaker for various public organisations such as Jaycees, Rotary and several Chambers of Commerce.

He has qualified as a Fellow of the Institute of Life and Pension Advisors (ILPA). Dave is a Certified Financial Planner licencee. This qualification requires strict adherence to a code of ethics and General Accepted Planning Practices, together with an ongoing education requirement. He is a member of LUASA and has qualified for membership of the Million Dollar Round Table since 1991, qualifying as a Honour Roll member & TOP OF THE TABLE for 2005 (which puts him in the top 1% in the world in the assurance industry). Although Dave has the necessary qualifications, his over 30 years of practical experience ensures that your plan will be both theoretically sound and realistic. Many of his clients have been working with him in planning their financial futures for 20 years or longer, and almost all of his new clients are referred to him by satisfied clients.