|Firm||ABSA Insurance and Financial Advisors (Pty).|
132 Myrica Drive, Mossel Bay Golf Estate, 6506, Mossel Bay
|Languages||Afrikaans and English (in order of proficiency)|
|Fax||086 619 3435|
PFP - Professional Financial Planner - Membership Number 7029
CERTIFIED FINANCIAL PLANNER® professional - Membership Number 9603097
CEA - Certified Estate Agent - Number 2008207528
|Life and Disability|
FOCUSI specialise in Estate Planning and Investment Planning together with Business Wills.
Wills, Trust Services and Administration of Estates.
OTHER COMPANIES REPRESENTED
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 15 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
Recurring monthly: not specified
|Legal structure of employer||Listed Company|
|Number of staff||1|
|Indemnity insurance||Insurance: no|