KIMBERLEY FINANCIAL ADVISOR

ANDRE OBERHOLZER
 Andre Oberholzer
Firm Old Mutual PFA
Suburb Kimberley
Address North Cape Mall, Kimberley, 8301
See Map
GPS -24.759487, 28.758924
FSP Licence 703
Languages Afrikaans, English (in order of proficiency)
Email
Tel 0836369338
Qualifications
CERTIFIED FINANCIAL PLANNER ®
Advanced Postgraduate Diploma, Investment Planning - 2017
Integrated Wealth Planning Coarse - 2015

Financial Planning Institute of South Africa
Professional Competency Exam, CFP® - 2012
Post Graduate Diploma, Financial Planning - 2012
National Diploma in Financial Planning - 2010
Diploma in Financial Planning - 2008
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

I have 15 years of experience. I specialize in investments, retirement and post-retirement planning.

OTHER SERVICES

Post Retirement Planning (Living and other annuities), Direct Offshore Investments and Direct share portfolios

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Old Mutual Wealth is an open platform. We invest with all major investment houses like Allan Gray, Coronations etc.
Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

After matriculating from Diamantveld High School in Kimberley, I began studying full time at North-West University (Potchefstroom) towards becoming a Chartered Accountant. At the end of my fist year a position for an article clerk opened at PricewaterhouseCoopers in Kimberley. I applied, got accepted and started with my articles while studying part-time through UNISA. I later moved over to the finance department of a local motor dealership where I worked as F&I and Accountant. I joined Old Mutual in 2006 as a (tied) Financial Advisor and have since been privileged to build my career in this professional and encouraging environment. Over the years I have built a practice and a client base that I respect and cherish.

ABOUT FIRM

Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R2500.00
Remuneration Fee and Commission
Legal structure of employer Listed Company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R999999.00
LATEST NEWS AND VIEWS

I am a member of Old Mutual PFA's Circle of Distinguished Advisers

We just learned that our practice ended under the top 50 practices nationally.

Our practice has been under the top 50 Old Mutual PFA practices for numerous years.

WHERE THIS FINANCIAL ADVISOR IS BASED
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