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| 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) |
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| Tel | 0218730707 |
| Cel | 0828975719 |
| Fax | 0218737807 |
| Qualifications | |
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BA ed
B ED
CFP (CERTIFIED FINANCIAL PLANNER)
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| 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 |
