Dale Schmidt

Client Acquisition Executive
Dale Schmidt, Holborn Assets

About Dale

Dale is a Client Acquisition Executive with nearly half a decade of successful experience in the industry.  Dale specialises in business development as well as client on-boarding and servicing. Dale is a key member of one of the most productive teams in the Johannesburg office.

Dale holds a BCom degree in Corporate Finance & Investment and Marketing from the University of the Witwatersrand.

When not in the office, Dale enjoys spending his free time watching a plethora of sports, or showcasing his football skills on a 5-a-side pitch.

Amongst many things on Dale’s bucket list, is the dream of travelling to London to watch Arsenal play at the Emirates.

Favourite quote: “If opportunity doesn’t knock, build a door” - Milton Berle.

 

Qualifications:

 

  • BCom Corporate Finance & Investment
  • BCom Marketing

 

 

Dale Schmidt, Holborn Assets

Book your free consultation with Dale

    By submitting this form, you agree to our Privacy Policy

    Reviews from our clients

    Video reviews

    Take a look at what some of our clients have to say about us...

    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.