|Firm||Old Mutual PFA|
North Cape Mall,
|Languages||Afrikaans, English (in order of proficiency)|
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
|Life and Disability|
FOCUSI have 15 years of experience. I specialize in investments, retirement and post-retirement planning.
Post Retirement Planning (Living and other annuities), Direct Offshore Investments and Direct share portfolios
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:
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.
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.
|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
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.