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| Address |
46 Main Road Claremont , Cape Town |
| Qualifications |
Bachelor of Science in Business Administration
Managerial Advancement Programme
Associate member of Financial Planning Institute
Registered Financial Services Provider
Sanlam Advisor & Senior Advisor Certificate |
| Financial Advisors Fields of Specialisation |
Share portfolio management. |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Offshore Investments Group Schemes
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30 years experience in the financial services industry.
Numerous production awards including Old Mutual 51 Club membership.
Sanlam Regional Manager, Johannesburg Region, Rosebank Region & Sandton Region. 12 years.
Sanlam Regional Manager of the Year Gauteng Region, Life, PPS, and Unit Trusts 3 years.
Current Senior Portfolio consultant (share porfolios), unit trust portfolios, Hedge Funds, Offshore Investments and Life Assurance.
Sport: Ex Springbok and Protea Powerlifter and ex Provincial rugby player.
International Powerlifting Federation Board member responsible for powerlifting in Africa.
Rotarian
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |