|Languages||English (in order of proficiency)|
Certified Financial Planner
|Life and Disability|
FOCUSBuilding trust and relationships with a passion for unit trust linked investments
OTHER COMPANIES REPRESENTED
17 Years Industry experience
Before that i was involved in financial and management accounting at a nature conservation parastatal.
Interests are Tennis, Golf, Snooker, Hiking and Trail running.
I'm part of a small Cape Town based firm of like minded individuals.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R1000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||2|
|Indemnity insurance||Insurance: yes