| Address |
92 King Haakon Road, Oslo Beach, Port Shepstone, 4240 |
| Qualifications |
- British O Level (Equivalent to Matric)
- Unisa Board Assesment
- Registered Financial Planner I & II
- Initial Assurance Training was done at Old Mutual
- Member of FPI & IBC
|
| Financial Advisors Fields of Specialisation |
Financial Planning Lump Sums Retirement Planning Short Term Insurance Life Assurance Corporate Benefits |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
- In 1989 I decided to change my career path by joining the Financial Services
Industry
- I joined Old Mutual in October 1989 and underwent all their compulsory training
namely Legal Aspects of Life Assurance, Estate planning, Taxation of Life
Assurance, Income tax for individuals, Retirement Planning, Capital Needs
Analysis, Investment Planning.
- In April 1999 I left Old Mutual and applied for independent broker contracts
with Liberty Life, Momentum, Sage Life, Old Mutual Trust, Mutual & Federal,
S A Eagle, Santam & Auto & General.
- From May 1999 I have been operation as an Independent Broker trading as
M & A Master Brokers.
- To date I have been the Financial Services Industry for 15 years and give
Financial Advice and Intermediary Services in Long & Short Term Insurance,
Investments, Pension/Provident Funds, Collective Investments and Estate Planning.
- I am a member of the Financial Planning Institute as well as a member of
the Independent Brokers Council .
- Qualified as a Registered Financial Planner
|
| Other Companies represented |
Short Term: Mutual & Federal
Santam, Auto & General |
| Companies through which more than 30% of income is derived |
Liberty |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
2 |
