| Address |
Cook Road, Claremont, Southern Suburbs, 7708 |
| Qualifications |
B.Comm CA (SA) Certified Financial Planner (CFP) |
| Financial Advisors Fields of Specialisation |
Broad based Financial Consulting |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Specialised Tax Planning & Problem Solving
Valuations for Capital Gains Tax (CGT)
|
I am a member of the SA Institute of Chartered Accountants and the Financial Planning Institute.
I have had 7 years of direct income tax experience, having held the position of Deputy Director - Legal Services at the Cape Town Receiver of Revenue.
I started this broad based financial consulting business providing an independent, customised & confidential service.
I have been placed in the top 15% of numerous investment challenges/competitions.
I am a Commissioner of Oaths & a Board member of St Joseph’s Adult Education Programme. |
| Other Companies represented |
Futuregrowth,
Nedgroup,
Oxygen Medical Scheme,
Prudential,
RMB. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
