ALLENSNEK FINANCIAL ADVISOR

WOUTER OOSTHUIZEN
 Wouter Oosthuizen
MEMBER SINCE 2005
Firm Round Square Financial Services
Suburb Allensnek
Address 22 Kudu St, Allensnek, Roodepoort, 1737
See Map
GPS -30.162878, 23.82194
FSP Licence 703
Languages English Afrikaans (in order of proficiency)
Email
Tel 0114754503
Cel 0848369611
Fax 0867593112
Website www.osquare.co.za
Qualifications

Certificate in Estate Agency
Certificate in Human Resource Management
Accredited in Old Mutual Products & Services
Certificate in Financial Planning 

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

FOCUS

Ensuring that my clients portfolio is maximized for tax and estate duty purposes

OTHER SERVICES

We also offer. Tax, Accounting, HR, Branding and in-house solutions

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

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. Currently I am with Round Square Financial Services where we offer so much more. Insurance solutions, HR, Accounting and Tax Solutions.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R20000.00
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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