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Our Advisers

Trevor Doyle

Financial Advisor

Biography

About Trevor Doyle

Trevor Doyle is an experienced financial advisor and broker based in Somerset West, currently serving as a Financial Advisor at Cherokee Wealth. He possesses over 30 years of planning experience in holistic financial planning, investment, risk, health and retirement planning.

He built an extensive career spanning nearly three decades across several leading financial institutions in South Africa:
Discovery DFC: Financial Advisor (May 2015–Present).
Old Mutual: Executive Financial Adviser specializing in investment and retirement planning (1998–2015).
Helderberg Insurance Brokers: Independent Financial Adviser / Insurance Broker (1997–1998).
Chancellor Financial Services: Broker representing Liberty Life Franchise (1996).
Sanlam: Broker Consultant involved in broker training and management (1990–1996)

Qualifications & Designations

CFP® Certification - Global Excellence in Financial Planning

Areas of Specialisation

  • Car & Home Insurance
  • Wills and Estate Planning
  • Investment Planning
  • Life and Disability Insurance
  • Retirement Planning
  • Medical Aid and Gap cover