| Address |
26 BHIMY DAMANE ST, MIDDELBURG 1055 |
| Qualifications |
SENIOR MODULES IN:
PERSONAL ASSURANCE PLANNING -1994
SOURCE MARKETING -1994
RETIREMENT AND INVESTMENT PLANNING -1995
ESTATE PLANNING -2004
|
| Financial Advisors Fields of Specialisation |
INVESTMENT, RETIREMENT PLANNING AND LIFE & DISABILITY ASSURANCE |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
|
| Other Services |
BOND BUSTER, STUDY PROVISION AND COLLECTIVE INVESTMENTS
|
| 12 YEARS EXPERIENCE
V.I.P.( UNIT TRUST) GOLD AWARD - 1996
V.I.P.(UNIT TRUST) SILVER AWARD - 1998
IRON ORDER OF SANLAM EAGLE AWARD - 2001
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |
