| Address |
820 Acanthus Street, Weltevreden Park, Roodepoort, 1709 |
| Qualifications |
- B. Comm. (Accountancy) Stell.
- B. Comm. Hons. (Accountancy) RAU
- M. Comm. (Business Management) RAU
- Post Graduate diploma in financial planning - OFS
- Certified Financial Planner
|
| Financial Advisors Fields of Specialisation |
Buy & Sell Agreements; Employee Benefits, Group medical Schemes |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
Received the top honours at ABSA Brokers as Platinum Broker for 2002/2003/2004/2005/2006
Awarded Diamond status with Momentum 2006/2007
Awarded Platinum status with Momentum 2008
Received prestigious Dolphin Award twice with ABSA Brokers in 5 years.
Currently 3rd best performing individual broker at Momentumout of 5000+ brokers
|
| Other Companies represented |
Altrisk |
| Companies through which more than 30% of income is derived |
Momentum |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
3 - 5 |
