RONDEBOSCH FINANCIAL ADVISOR

Mr TONY MURPHY
Mr Tony Murphy
MEMBER SINCE 2005
Firm Newel Financial Services CC
Suburb Rondebosch
Address 82 Campground Road, Rondebosch, Southern Suburbs, 7700
See Map
GPS -18.475326, 33.965183
FSP Licence 9461
Languages not specified
Email
Tel 0216838131
Fax 0864324832
Qualifications
B.Comm CA (SA) Certified Financial Planner (CFP)
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Broad based Financial Consulting

OTHER SERVICES

Specialised Tax Planning & Problem Solving

Valuations for Capital Gains Tax (CGT)

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Nedgroup and Prudential

EXPERIENCE

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff 2
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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