Dale has more than 20 years’ experience in the financial industry, with extensive knowledge of the management and administration of trusts and companies.

His fields of expertise include the formation of corporate and trust structures; estate planning and management; tax advice and planning; general accounting; personal portfolio management; property administration; offshore structuring; and trust planning and advice, including investment management.

He has a master’s degree in international tax University of Stellenbosch and is a is a member of SAICA (South African Institute of Chartered Accountants), FISA (Fiduciary Institute of Southern Africa), STEP (Society of Trust and Estate Practitioners) as well as being a member of SAIT (South African Institute of Tax Practitioners).


Tel: 021 674 0390