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| Address |
31 St Swithins Street (Cnr University Rd), Aukland Park |
| Financial Advisors Fields of Specialisation |
Medical Aid & Life Insurance |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Group Schemes
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| Joined industry in March 1990 as Sales Rep for Old Mutual in Alberton; Opened own practice in Jan 1998; Contracted then to Old Mutual; MetLife; AVBOB; Sanlam and Momentum; But ultimately trimmed contracts to the above for management purposes; Made large inroads into corporate business mainly Health and Provident Funds; Member of FPi and already acquired 35 credits; On a panel of corporate brokers @ Discovery Health also marketing their GL Cover! |
| Other Companies represented |
Avbob & Safrican |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R30,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |