David Donnelly is currently working as a Financial Planner and Financial Life Coach at Lifetime Group in New Zealand. Prior to this role, David was a Managing member and Portfolio Planner/Manager at Future Wealth Capital (Pty) Ltd. David also served as a Portfolio Planner at Fingroup Natal Pty Ltd and a Portfolio Manager at Citadel Investment Services. With over 20 years of experience in the finance industry, David is dedicated to helping individuals achieve financial independence and reach their financial goals.
Links
Sign up to view 0 direct reports
Get started