| Address |
28 Peace St, Tzaneen, 0850 |
| Qualifications |
Certificate in Estate Agency
Certificate in Human Resource Management
Accredited in Old Mutual Products & Services
Certificate in Financial Planning (In Progress at Damelin) |
| Financial Advisors Fields of Specialisation |
Ensuring that my clients portfolio is maximized for tax and estate duty purposes |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| I have been with Telkom for 17 years where I spent my last 7 years consulting to Senior Management on Finance Management. In 2002 I joined Old Mutual as an Financial Advisor. In 2003 I was appointed as Sales Manager. I am accredited through Old Mutual to give specialzed service to my clients. Awards recieved was the Beginners Prize 2002, Area Manager Award 2002, Achievement Award 2003, Special Award 2003 (Chairman's Prize), Qualifiying for Member, Bronze and Silver in Club 51 within 12-18 months. I enjoy playing Golf and Cycling. |
| Companies through which more than 30% of income is derived |
Old Mutual |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
Listed Company |
| Number of staff in Financial Advisor organisation |
> 50 |
