| Address |
12 Ash Street, Heather Park, George, 6529 |
| Qualifications |
Sanlam
- Assurance Advice
- Investment Advice
- Advanced Investment Advice
- Business Assurance
Nasional Technical Certificate II
|
| Financial Advisors Fields of Specialisation |
Short term insurance, P.P.S. , Investments, Life Assurance, and Retirement Planning. |
| Services |
Retirement Planning
Investments
Life and Disability Assurance
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Unit Trust Investments
Wills
P.P.S. |
- Associated Financial Planner (AFP)
- 19 years in the Financial Services Industry.
- I specialise in P.P.S. Short term insurance, investments and life policies.
- My hobbies are cooking and golf
|
| Other Companies represented |
SANTAM
P.P.S. |
| Companies through which more than 30% of income is derived |
Sanlam |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
Listed Company |
| Number of staff in Financial Advisor organisation |
1 |
