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| MEMBER SINCE | 2006 |
| Firm | Old Mutual |
| Suburb | Sandton, Johannesburg |
| Address |
Sandton Close 2 Block A Ground Floor,
Cnr 5th Street & Norwich Close,
Sandton, 2146
See Map |
| GPS | -28.069725, 26.059096 |
| FSP Licence | 703 |
| Languages | English, Afrikaans, Xhosa, Zulu, Sotho. Pedi, Tswana, Shangaan, Swazi. (in order of proficiency) |
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| Tel | 011 305 7087 |
| Cel | 0832839159 |
| Fax | 086 5813926 |
| Qualifications | |
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PFl5 Damelin College & Unisa ILPA (University of the Free State) Not Completed Communications (IMM) Completed Advanced Legal Training in 1995 Long Term Insurance Category C NQ 5 Certificate In Financial Planning (IQA) National Vice-President (Club 51) |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
FOCUS
All areas of personal financial planningOTHER SERVICES
Financing on Home Loans and Vehicle Finance
OTHER COMPANIES REPRESENTED
BOE, Liberty On Annuities, and investing with all other Financial Institutions using all their funds Including Banks and Private Banks
Companies through which more than 30% of income is derived:
Old Mutual
Nineteen years with Old Mutual. Started as a rep in 1993, now Executive Financial Advisor, and have been in sales for the last 23 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 Prize 5 times, belong to Club 51 and have reached the National Vice-President status. Branch Champion / Top Achiever Investments 2011.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R30000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R1000000.00 |
