|Firm||WMD CONSULTANCIES CC|
Hoofstraat 37a, Wellington, 7655
|Languages||Afrikaans, English (in order of proficiency)|
CFP (CERTIFIED FINANCIAL PLANNER)
|Life and Disability|
TRUST AND WILL
OTHER COMPANIES REPRESENTED
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
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes