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David Bailey

Senior Financial Planner at Momentum

David Bailey is a seasoned financial professional with extensive experience in advising high net worth individuals and small to medium-sized enterprises (SMMEs) on investments, retirement planning, and assurance solutions. Currently serving as a Senior Financial Planner at Momentum since October 2010, David has previously held positions at FNB South Africa, Absa, and Proactive Assets Trust, demonstrating a consistent focus on financial consultancy. David completed a degree in Wealth Management at Stellenbosch University, further enhancing expertise in the financial sector.

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