| Address |
Sanlam Building, 117A Stateway Road, Welkom, 9459 |
| Qualifications |
Post graduate Diploma In Financial Planning (UFS), CFP Professional Management Diploma (UNISA), PPS Licencee
|
| Financial Advisors Fields of Specialisation |
Investments, Retirement Planning, Employee benefits, Preservation funds |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Tax returns, Retrenchment advice, assistance with pension & death claims |
| Have been in the life assurance and investment industry from 1991. Worked for Sanlam as a Financial Advisor, Assistant Branch Manager & Independent Financial Advisor for 11 years. Was an independent financial planner for 2 years. Worked for ABSA PFS as a financial advisor. Like soccer, boxing, rugby (international)
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Listed Company |
| Number of staff in Financial Advisor organisation |
1 |
