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| Address |
2 CULLINAN PLACE, RIVONIA ROAD, MORNINGSIDE |
| Qualifications |
- COMMUNICATION (IMM) 1 YEAR COURSE
- ILPA (UNIVERSITY OF THE FREE STATE) BUT NOT COMPLETED
- PRESENTLY DOING FINANCIAL PLANNING WITH DAMELIN COLLEGE AND HAVE ALREADY OBTAINED 90 CREDITS WITH ONLY 30 CREDITS TO COMPLETE
- COMLETED ADVANCED LEGAL TRAINING IN 1995
- LONG TERM INSURANCE CATEGORY C
- NQ 5 CERTIFICATE IN FINANCIAL PLANNING
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| Financial Advisors Fields of Specialisation |
All areas of personal financial planning |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Offshore Investments
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| Other Services |
FINANCING ON HOMELOAN AND VEHICLE FINANCE |
| 13 YEARS WITH OLD MUTUAL. STARTED AS REP IN 1993 NOW EXECUTIVE FINANCIAL ADVISOR, AND I HAVE BEEN IN SALES FOR THE LAST 19 YEARS. I AM ACCREDITED TO ALL PRODUCTS MENTIONED ABOVE. I WAS AWARDED INTERNATIONAL QUALITY AWARD IN 1998, BRANCH CHAMPION IN 1995,1996, AWARDED QUALITY BUSINESS PRICE 5 TIMES, BELONG TO CLUB 51 AND HAVE REACHED THE DIAMOND STATUS. |
| Other Companies represented |
BOE, LIBERTY ON ANNUITIES, AND INVESTING WITH ALL OTHER FINANCIAL INTITUTIONS USING ALL THEIR FUNDS INCLUDING BANKS AND PRIVATE BANKS |
| Companies through which more than 30% of income is derived |
Old Mutual |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R30,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |