| Firm | Sanlam Financial Advisor |
| Suburb | Hartbeespoort |
| Address | 19 Malan Street, Schoemansville, Hartbeespoort, 0126 See Map |
| GPS | -25.725676, 27.873209 |
| FSP Licence | FSP 2579 |
| Languages | English, Afrikaans (in order of proficiency) |
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| Tel | 0122530093 |
| Cel | 0798821655 |
| Qualifications | |
| - Professional Accountant (SA)
- National Diploma - Internal Auditing
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Group Schemes |
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FOCUS
Life & disability assurance and tax planning.OTHER SERVICES
Personal Tax Planning.
Corporate Tax planning.
Personal Income Tax.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Sanlam
- 14 years Financial Industry experience.
- 4 years experience as Financial Manager of award winning KFC franchisee group of restaurants.
Luke Swart is a Financial Advisor working for Sanlam. Luke spesialises in life and disability cover including income protection. Luke is also a qualified Professional Accountant (SA) with several years experience in tax and financial management. Luke served as Financial Manager to the award winning Van Eeden Kitskos (Pty) Ltd group which was voted YUM! brand's KFC African franchisee of the year in 2011.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R250.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 2 |
| Indemnity insurance | Insurance: no |
Mrs DEE SUNNY
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MEMBER SINCE |
2005 |
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Firm |
Borland Financial Services - FIRSTGLOBAL GROUP |
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Suburb |
Head Office: Durban |
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Address |
G54 Musgrave Park, 18 Musgrave Road, Berea, 4001 |
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GPS |
-29.85264, 30.99953 |
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FSP Licence |
843 |
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Languages |
not specified |
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Tel |
031 - 202 9113 |
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Fax |
031 - 201 8801 |
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Website |
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Qualifications |
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SERVICES
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Life and Disability |
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Medical schemes |
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FOCUS
Medical Schemes, Life & Disability
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
FMI, TSA, NIMAS
Companies through which more than 30% of income is derived:
Discovery Health and Momentum Health
EXPERIENCE
I have 15 years experience in Medical Schemes and Life & Disability products, both as an administrator and consultant.
I am currently the servicing consultant to a number of national corporate medical schemes with focus in the KwaZulu Natal and Gauteng regions.
I am a family woman and enjoy gym and outdoor pursuits and am also very involved in church activities.
ABOUT FIRM
OTHER LISTED MEMBERS OF THIS FIRM
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: not specified |
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Remuneration |
Fee and Commission |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |