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Duncan Barker is a seasoned financial professional with a strong background in financial planning, wealth management, and law. He has worked with various companies, including Perspective Advisory (Pty) Ltd, Vaai.co, Dumalibo (Pty) Ltd, Norwood Community Police Forum, Serala Wealth Managers, Serala Administrators & Serala Employee Benefits, Toro Financial Planners, and BDO Spencer Steward JHB Inc. He holds a Post graduate diploma in Financial Planning Law and a BCom from the University of the Free State and University of the Witwatersrand respectively.

Experience

  • Perspective Advisory (Pty) Ltd
    • Johannesburg, Gauteng, South Africa
    • Financial Advisor, Wealth Manager and Director
      • Jan 2020 - Present
      • Johannesburg, Gauteng, South Africa

  • Vaai.co
    • City of Johannesburg, Gauteng, South Africa
    • Owner and Director - Vaai Financial Services
      • Jan 2021 - Present
      • City of Johannesburg, Gauteng, South Africa

      Vaai.co is a mobility platform dedicated to driving down the costs associated with getting & staying mobile

  • Dumalibo (Pty) Ltd
    • Johannesburg Area, South Africa
    • Financial Director
      • Sep 2015 - Oct 2020
      • Johannesburg Area, South Africa

      We are a recycling entity that aims to produce almost zero waste while using our profits to give back to our employees and community. By harnessing our ability to employ large numbers of people, we can use this to assist many families to further their own goals and dreams.We provide an offering that encourages you to welcome recycling as a solution rather than an obligation. Recycling, upcycling and reusing enables our zero waste process.

  • Norwood Community Police Forum
    • Norwood, Johannesburg
    • Committee Member
      • Aug 2008 - Jun 2020
      • Norwood, Johannesburg

      I have been involved in the Norwood CPF since 2010. Now act in the capacity as Vice-chair and the Chairperson of the Sector 3 Forum. A sub-forum of the CPF.Every SAPS station in the country should have one and if yours does not I would consider setting one up. The origin for CPF's is in the Constitution of our great country. We are the mouthpiece for the community in the Police force and have wide ranging mandates and powers. Get involved and be the difference.

    • Certified Financial Planner Professional
      • May 2016 - Jan 2020
      • Hyde Park, Johannesburg, South Africa

      Where does my purpose and passion lie?In engaging with people in such a way that provides them a safe space to find solutions for their financial planning. Through this process I can assist them to understand money, create wealth and mitigate risks.

    • Financial Advisor
      • Jan 2007 - Jun 2016

      Detailed financial planning for both personal and corporate clients.

    • Auditor
      • 2003 - 2006

Education

  • 2008 - 2008
    University of the Free State/Universiteit van die Vrystaat
    Post graduate diploma in Financial Planning Law, Financial Planning and Services
  • 2000 - 2002
    University of the Witwatersrand
    BCom, Accounting
  • King Edward VII High School
  • Sacred Heart College, Observatory
  • Sacred Heart College, Observatory
  • Sacred Heart College, Observatory

Suggested Services

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Industry Focus. “Financial Services”

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