MEMBER SINCE | 2012 |
Firm | WMD Consultancies CC |
Suburb | Wellington |
Address |
Hoofstraat 37a,
Wellington, 7655
See Map |
GPS | -18.99662, 33.635147 |
FSP Licence | 42797 |
Languages | Afrikaans, English (in order of proficiency) |
Tel | 0218730707 |
Cel | 0828975719 |
Fax | 0218737807 |
Qualifications | |
BA ed
B ED
CFP (CERTIFIED FINANCIAL PLANNER)
|
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment |
FOCUS
Financial AdviseOTHER SERVICES
TRUST AND WILL
OTHER COMPANIES REPRESENTED
Essential Med
Resolution Health
Altrisk
Best Med
FMI
Satrix
AIMS
Glacier
Stanlib
I joined the service of Old Mutual in 1995 in Paarl and finished my compulsory training after 2 years and started specializing in personal financial advice.
I completed the RA-exams and qualified as a CFP during the year 2000 and resigned from Old Mutual to become an independent financial advisor.
Minimum Levels of Premium/Investment accepted | Lump Sum: R5000.00 Recurring monthly: R150.00 |
Remuneration | Commission only |
Legal structure of employer | Close Corporation (cc) |
Number of staff | 3 - 5 |
Indemnity insurance | Insurance: yes Value: R1500000.00 |