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| Employer |
Trustsure Financial Services |
| Address |
The North City Place
1 West Street
Houghton |
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
CFP® Certified Financial Planner, P.Dip (Fin.Planning), B.Comm (Acc) with completed articles, FPI and Masthead Member |
| Financial Advisors Fields of Specialisation |
Business Assurance Solutions and Commercial Short Term Insurance. Preferred market segment: Professionals and Self Employed Persons |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Facilitate Wills and Trusts, Business Management Services |
| I completed articles, obtained B.Comm (Accounting) degree and was then appointed Group Financial Manager of one of the firm''''''''s clients. Whereafter I joined Liberty Life as a Tied Agent, progressed to Sales Manager and was promoted to Branch Manager in Durban. I resigned form Liberty Life to join our family brokerage in 2006 and have a number of years of experience in financial services and assurance industry. Cycling and jogging keeps me fit. |
| Masthead Member, Registered financial services provider (FSP), Family practice with head office in Cape Town and office in Houghton Johannesburg |
| Other Companies represented |
STANLIB, Altrisk, FMI and various short term insurers |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
