Contact Details
Areas of Expertise
  • Investments
  • Financial Risk
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Financial Advice
  • Global Financial Compliance (CISI)
  • RPE, JSE Registered Securities Trader
  • Bcom Hons, Financial Management

Paul Tate started his financial services career in 2011 at Standard Banks subsidiary Liberty Life as a financial advisor, having completed degrees in Investment Management and Financial Management Honours.

Paul has been in the international financial services market since 2015, starting as a senior associate and moving into senior management within operations and compliance. He has shown a strong aptitude towards corporate strategy and compliance, and this understanding has been augmented by further study in Compliance and Risk through the Charted Institute of Securities and Investments.

Tasked with charting the way forward to a truly borderless client experience, he brings passion to the growth strategy of the business.

Paul is soon to be married, with an eye on what the future may bring.

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