Marc Moir looks forward to helping clients enjoy experiencing the Chartered culture of putting clients first in providing independent advice. “I thrive on building strong and long-lasting relationships; I am an outgoing person who loves to meet new people and create common ground as we interact,” he explains.
Marc has a BCom degree in Investments and Financial Management and a Post Graduate Diploma in Financial Planning from the University of Stellenbosch. He is working towards attaining his Certified Financial Planner status.
Marc hails from George on the Garden Route, where his parents live. He is the older brother to two younger sisters and enjoys family time and holidays. As a sports enthusiast, Marc can readily be found surfing in the ocean and walking on the golf course.
“I pursue an active lifestyle, and love being outdoors; I have a special bond with the ocean. I aspire to sailing around the world one day,” says Marc. It stands to reason, then, that after a year learning the ropes at Chartered in Johannesburg, Marc grasped the opportunity to relocate to Chartered’s Cape Town office, to assist Tom Brukman there.
Chartered Wealth Solutions is an authorised financial services provider
(FSP no. 13909)