WELLINGTON FINANCIAL ADVISOR

MARTIN VAN ZYL
Featured Financial Advisor
MEMBER SINCE 2012
Firm WMD CONSULTANCIES CC
Suburb Wellington
Address Hoofstraat 37a, Wellington, 7655
See Map
GPS -33.635147, 18.99662
FSP Licence 42797
Languages Afrikaans, English (in order of proficiency)
Email
Tel 0218730707
Cel 0828975719
Fax 0218737807
Qualifications
BA ed
B ED
CFP  (CERTIFIED FINANCIAL PLANNER)
 
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment

FOCUS

Financial Advise

OTHER SERVICES

TRUST AND WILL

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Essential Med
Resolution Health
Altrisk
Best Med

FMI
Satrix
AIMS
Glacier
Stanlib

EXPERIENCE

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.

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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