| Address |
244 Louis Trichardt Blvd,
Vanderbijlpark,
1900
|
| Languages |
Afrikaans, English
(in order of proficiency) |
| Qualifications |
-
BCom(Acc)
-
BCompt(Hons)
-
CA(SA) - member of South African Institute of Chartered Accountants (SAICA)
-
Registered Tax Practitioner
-
FSB registered Financial Planner |
| Financial Advisors Fields of Specialisation |
Qualified Chartered Accountant. Short Term Insurance. Group Schemes pension and provident funds. Investments. Registered tax practitioner. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| I have a strong accounting and tax background and have 17 years experience in the financial services industry. I have spent 5 years abroad in Germany, England and USA. I am very analytical and provide a comprehensive financial needs analyses for my clients. I focus on long term relationships with my clients and review their financial plan on a continuous basis, as their needs and circumstances change. I manage my practice with the highest professional standards and ethical code of conduct and that is why most of my referrals come from satisfied existing customers. |
| Vaal Triangle Insurance was formed in 1986 and is a registered FSP (Nr 5810). We are a member of FIA (Financial Intermediaries Association of Southern Africa). We have contracts with the following short term insurers – Santam; Auto & General; FSP (including Regent, Hollard, Unity, Miway, New National); IPA (including Mutual & Federal, Zurich, Senate, Regent, Firedart); Quicksure; SA Underwriters; Wheels and UMA (Centric and Omnicover). We have a team of dedicated admin staff that provides excellent service and support to our clients.
|
| Other Companies represented |
Santam, Auto & General, Stanlib |
| Companies through which more than 30% of income is derived |
Santam |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
