| Address |
2 CULLINAN PLACE, RIVONIA ROAD, MORNINGSIDE.SANDTON, 2196 |
| Qualifications |
|
| 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
|
| Other Services |
FINANCING ON HOMELOAN AND VEHICLE FINANCE |
| 17 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 SENIOR VICE-PRESIDENT 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 |
