| 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 |
Mr. ANTHONY COHEN
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Firm |
Heritage Financial Consultants |
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Suburb |
Hurlingham |
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Address |
37 Balmoral Avenue, Hurlingham, 2196 |
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GPS |
-26.10264, 28.02891 |
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FSP Licence |
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Languages |
English (in order of proficiency) |
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Tel |
0110214651 |
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Cel |
0836750345 |
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Fax |
0113265024 |
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Website |
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Qualifications |
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Certified Financial Planner CFP |
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Email Me: View Map:
SERVICES
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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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Offshore Investment |
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Group Schemes |
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FOCUS
Lifestyle Financial Planning focusing on post/pre-retirement, Business Assurance, Individual Risk & Estate Planning. Specialist Employee Benefits Division
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
I have been in the Financial Service industry since 1992 and hold a Post Graduate in Financial Planning (CFP). I have been interviewed on live television through CNBC Africa as well as 702 giving professional advice on personal insurance and investments.
My hobbies include Cycling,Golf,Squash and Gym and I am a avid sports fan for all sports.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted
Lump Sum: R1000000.00
Recurring monthly: R5000.00Remuneration
Fee OR commission
Legal structure of employer
unknown
Number of staff
6 - 10
Indemnity insurance
Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS
The Heritage Financial Consultants website www.heritagefc.co.za allows you to see the full scope of the services we offer through our advisors.
| Firm | Round Square Financial Services |
| Suburb | Allensnek |
| Address | 22 Kudu St, Allensnek, Roodepoort, 1737 See Map |
| GPS | -23.82194, 30.162878 |
| FSP Licence | 703 |
| Languages | English Afrikaans (in order of proficiency) |
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| Tel | 0114754503 |
| Cel | 0848369611 |
| Fax | 0867593112 |
| Website | www.osquare.co.za |
| Qualifications | |
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Certificate in Estate Agency |
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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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| Offshore Investment |
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| Group Schemes |
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FOCUS
Ensuring that my clients portfolio is maximized for tax and estate duty purposesOTHER SERVICES
We also offer. Tax, Accounting, HR, Branding and in-house solutions
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Old Mutual
I have been with Telkom for 17 years where I spent my last 7 years consulting to Senior Management on Finance Management. In 2002, I joined Old Mutual as an Financial Advisor. In 2003 I was appointed as Sales Manager. I am accredited through Old Mutual to give specialzed service to my clients. Awards recieved was the Beginners Prize 2002, Area Manager Award 2002, Achievement Award 2003, Special Award 2003 (Chairman's Prize), Qualifiying for Member, Bronze and Silver in Club 51 within 12-18 months. I enjoy playing Golf and Cycling. Currently I am with Round Square Financial Services where we offer so much more. Insurance solutions, HR, Accounting and Tax Solutions.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R20000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R5000000.00 |
ADRIAN BUTCHER
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Firm |
Discovery |
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Suburb |
Gauteng |
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Address |
155 West Street, Sandton, 2031 |
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GPS |
-, |
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FSP Licence |
18147 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0113937919 |
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Cel |
0718709773 |
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Qualifications |
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NQF level 5 |
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This email address is being protected from spambots. You need JavaScript enabled to view it.: View Map:
SERVICES
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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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Offshore Investment |
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Group Schemes |
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FOCUS
Financial Advisor specialising in business assurance, retirement planning and investments. Giving advise on all Discovery products
OTHER SERVICES
Trusts, Accounting and tax
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
Started my career as a Financial Advisor at Standard Bank in 2007 before I joined Discovery in 2009.
I am passionate about the Financial services industry and the diffrence I get to make in my client's lifes on a daily basis.
I achieved gold and platinum status as a Discovery Financial Advisor.
ABOUT FIRM
5 Reasons why you should choose Discovery Life:
- the most comprehensive cover in the market
- upfront and ongoing discount for healthy living and driving well
- only life insurer to reward you throughout your policy term even if you claim
- cover that automatically adapts your benefits according to your changing needs
- we have an exemplary claims record
Discovery Life - Intelligent Insurance for life
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R100000.00 |
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Remuneration |
Fee and Commission |
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Legal structure of employer |
unknown |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |
Mnr ANTON PHILIP DE WET
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MEMBER SINCE |
2004 |
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Firm |
Brokers Incorporated Gauteng |
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Suburb |
Monument Park |
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Address |
14 Piet My Vrou street, Monument Park, Pretoria, 0181 |
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GPS |
-25.798268, 28.227224 |
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FSP Licence |
15313 |
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Languages |
not specified |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
347 9432 |
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Cel |
082 856 9668 |
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Fax |
347 9421 |
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Website |
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Qualifications |
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National Diploma in Marketing |
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This email address is being protected from spambots. You need JavaScript enabled to view it. Map:
SERVICES
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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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Offshore Investment |
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Group Schemes |
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FOCUS
All round financial planning for clients in the Free State and Gauteng
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
MCubed
PIC
Companies through which more than 30% of income is derived:
Metropolitan
EXPERIENCE
10 years as a Senior Financial Advisor for Sanlam.
2 Years as an Independent Broker.
I like to LIve, Learn, and Leave a Legacy.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R1000.00 |
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Remuneration |
Commission only |
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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 |
BEN-JEANNE VILJOEN
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Firm |
Sanlam |
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Suburb |
Pretoria |
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Address |
C/O Alkantrant & Sanlam Street, Lynwood, Pretoria, 0081 |
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GPS |
-25.766158, 28.283386 |
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FSP Licence |
1998/021121/06 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0873648403 |
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Cel |
0825690850 |
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Fax |
0866067830 |
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Qualifications |
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BCom MBM |
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This email address is being protected from spambots. You need JavaScript enabled to view it. See Map:
SERVICES
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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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Offshore Investment |
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Group Schemes |
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FOCUS
BEN-JEANNE VILJOEN is authorized to give advice and provide intermediary services on the following products:
• Sanlam Life long-term • Retirement Planning • Investments • Estate Planning • Life and Disability Assurance • Medical schemes • Short term insurance • Business Assurance • Offshore Investments • Group Schemes
OTHER SERVICES
Director of Plexikitchens www.plexikitchens.co.za
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R50000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
1 |
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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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This email address is being protected from spambots. You need JavaScript enabled to view it. See map:
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 |