Dave Davidson, a Durbanite by birth, has been in the Investment and Insurance industry for over 27 years. He moved to the Midlands early on in his career and has gained valuable experience working as a Broker. He joined Harvard House as a Financial Advisor in 2008 where his qualities of attention to detail, good listening skills, and friendly disposition have been recognised and appreciated by his clients.
Dave states that as a member of the investment team for the group, he enjoys the fact that he is effectively supported by a great administration team and investment products specialists whose teamwork and professionalism assist advisors to provide above par customer service. A problem solver by heart, he focuses on reviewing and analysing client information and preparing plans best suited to clients’ specific needs.
Dave undertook and passed his Registered Persons Examinations (RPE) through the South African Institute of Financial Markets (SAIFM).
Away from the business, he enjoys taking part in sports and spending time with his wife, two sons, and friends over a braai.