| Address |
132 Myrica Drive, Mossel Bay Golf Estate, 6500, Mossel Bay |
| Languages |
Afrikaans and English
(in order of proficiency) |
| Qualifications |
PFP - Professional Financial Planner - Membership Number 7029
CFP - Certified Financial Planner - Membership Number 9603097
CEA - Certified Estate Agent - Number 2008207528
IQA - International Quality Award |
| Financial Advisors Fields of Specialisation |
I specialise in Estate Planning and Investment Planning together with Business Wills. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Wills, Trust Services and Administration of Estates. |
I started my career in 1970 with the old Volkskas Bank which later became ABSA LTD, and went through the ranks to Bank Manager doing all the courses that were available in the banking sector. In 1991 I was transferred to ABSA Brokers as a financial planner. In my first year I was runner up as Rooky of the Year and since have been awarded with numerous certificates from ABSA and many Insurance Comapnies.
On many occassions I qualified for local and overseas conventions.
The International Quality Award was received yearly for more than 10 consecutive years.
I studied through the FPI (formerly ILPA) and received the CFP qualification and still keep up to date with all the legislation of the trade. |
| ABSA, a subsidiary company of Barclays is one of the largest financial services group in South Africa. For further information please visit the website at www.absa.co.za |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
Listed Company |
| Number of staff in Financial Advisor organisation |
1 |
