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Courtney Chase is an experienced financial professional currently serving as a Private Wealth Manager at Carrick Wealth since August 2017, a company recognized as the fastest-growing brokerage globally. Prior to this role, Courtney held the position of Regional Manager at Carrick Development Academy. Courtney's experience also includes working as a Wealth Manager at Wealth Solutions Capital from May 2013 to August 2017, where responsibilities involved assessing clients' financial situations and developing tailored financial strategies. Additionally, Courtney worked as a Junior Auditor at Chase Stewart and as a Trader at The Poker Farm. Educational credentials include a Certificate in Wealth & Investment Management from The Chartered Institute for Securities & Investment (2019) and an RE5 designation from the Financial Planning Institute of South Africa (2016).