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Dave Davies

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Apex Rolfes</span>
Intro Book
Dave Davies, a seasoned financial expert with 3 years of experience as a Financial Advisor in Johannesburg, holds a Post Graduate Diploma in Management Accounting and proficiency in English and Afrikaans.
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Location
Edenvale, Gauteng, South Africa, ZA
Languages
  • English Full professional proficiency
  • Afrikaans Professional working proficiency
Skills
  • Investments
  • Asset Management
  • Financial Modeling
  • Due Diligence
  • Financial Analysis
  • Show all
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Bio

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Dave Davies is a seasoned financial expert with extensive experience in investments, asset management, and financial analysis. As a Financial Advisor at Apex Rolfes, he has been driving growth and portfolio management for over three years, leveraging his expertise in investments, loans, and management. Throughout his 13-year tenure at GroFin, Senior Investment Manager, and 9 years at Ithala Development Corporation Limited, Portfolio Manager, Dave has developed a deep understanding of financial modeling, due diligence, and financial management. His proficiency in Afrikaans and English enables him to effectively communicate with clients across diverse cultural backgrounds. Dave holds a Post Graduate Diploma in Management Accounting from the University of Natal and a Bachelor of Commerce with Honours in Accounting. He is also fluent in Afrikaans and English, making him a valuable asset in the financial industry.

Experience

  • Apex Rolfes
    • Johannesburg Metropolitan Area
    • Financial Advisor
      • Nov 2020 - Present
      • Johannesburg Metropolitan Area
  • GroFin
    • Senior Investment Manager
      • Feb 2007 - Nov 2020

      New investments and portfolio management

  • Ithala Development Corporation Limited
    • Durban Area, South Africa
    • Portfolio Manager
      • Jun 1997 - Feb 2007
      • Durban Area, South Africa

      Loans, Investment and Portfolio Management

  • Copak
    • Isithebe, KwaZulu-Natal
    • Finanicial Manager
      • Mar 1991 - May 1997
      • Isithebe, KwaZulu-Natal

      Full financial function

  • Ithala Development Finance Corporation
    • Durban Area, South Africa
    • Portfolio Manager
      • Jan 1989 - Feb 1991
      • Durban Area, South Africa

      New Investments and Portfolio Management

  • Nedbank
    • Manager
      • Jan 1978 - Dec 1988

      Branch Manager and Corporate Banking

Education

  • 1988 - 1988
    University of Natal
  • 1974 - 1977
    University of Natal
  • 1967 - 1972
    Westville Boys High

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