| Address |
46 Main Road, Claremont, Southern Suburbs, 7705 |
| Languages |
English
(in order of proficiency) |
| 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
|
| Other Services |
Share Portfolio Management |
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 |
In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, we believe that it is the hands-on service and in-depth understanding of each client's needs that differentiates the Private Client Holdings Group.
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R |
| Legal structure of employer |
|
| Number of staff in Financial Advisor organisation |
21 - 50 |
