MOSSEL BAY FINANCIAL ADVISOR

Mr JEAN PIERRE WIESE
Mr Jean Pierre Wiese
MEMBER SINCE 2008
Firm ABSA Insurance and Financial Advisors (Pty).
Suburb Mossel Bay
Address 132 Myrica Drive, Mossel Bay Golf Estate, 6506, Mossel Bay
See Map
GPS -34.191366, 22.121099
FSP Licence 4012
Languages Afrikaans and English (in order of proficiency)
Email
Tel 690 3938
Fax 086 619 3435
Website www.absa.co.za
Qualifications

PFP - Professional Financial Planner - Membership Number 7029

CERTIFIED FINANCIAL PLANNER® professional - Membership Number 9603097

CEA - Certified Estate Agent - Number 2008207528


IQA - International Quality Award

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

I specialise in Estate Planning and Investment Planning together with Business Wills.

OTHER SERVICES

Wills, Trust Services and Administration of Estates.

COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

EXPERIENCE

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.

ABOUT FIRM

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

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Remuneration Commission only
Legal structure of employer Listed Company
Number of staff 1
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
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