Financial Adviser
Old Mutual
Total years of experience :13 years, 2 Months
o Period: 2011/10/01 to Date
Previously acted as a Worksite advisor specialising in investments and corporate companies namely:
• Edcon Group
• Technikon Laboratories (PTY) LTD Managing
• Grinding Techniques
• Wang on Fibres
• Personal client base investment total in excess of R140 Million
Fully accredited on the following:
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Risk (Death, Disability and Impairment)
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Savings
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Personal Short-Term Insurance
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Investment Planning
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Flexi Family Cover
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Greenlight
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MS Life Hospital Cash Plan
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OMGS Comprehensive+ Funeral Plan
•
Taking will instructions
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Flexi Range
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Investment Horizons
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Old Mutual Invest (Tax-Free Savings Account and Flexible Plans)
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Old Mutual MAX Investments (Life, LISP and RA)
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Old Mutual Wealth Tax-Free Savings
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Old Mutual Insure Personal Business (Previously Mutual and Federal)
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Old Mutual Medical GAP Cover
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Fairbairn Capital FCash Money Market Account
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Fairbairn Capital Investment Plan
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Fairbairn Capital Life Wrapped Investment Plan
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Fairbairn Capital Retirement Income Plan
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Investment Frontiers Capital Portfolio
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Investment Frontiers Income Portfolio
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Investment Frontiers Retirement Income Portfolio
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Investment Planning
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Nedgroup Life Guaranteed Income Plan
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Old Mutual International Life Account
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Old Mutual MAX Income
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Old Mutual Unit Trust
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Old Mutual Unit Trust Personal Living Annuity
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Old Mutual Wealth Life Wrapped Investment
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Old Mutual Wealth Linked Investment
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Old Mutual Wealth Linked Retirement Income
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Pre-Retirement Planning
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Commercial Short-Term Insurance
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Employee Benefits Protector
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Fairbairn Capital Preservation Funds
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Fairbairn Capital Retirement Annuity Fund
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Investment Frontiers Preservation Funds
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Investment Frontiers Retirement Annuity
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Old Mutual Unit Trust Personal Retirement Annuity (ELRAF)
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Old Mutual Wealth Preservation (Pension) Investment
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Old Mutual Wealth Preservation (Provident) Investment
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Old Mutual Wealth Retirement Annuity Investment
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Old Mutual Insure Commercial Business (Previously Mutual and Federal)
o Period: 2011/02/17 to 2011/09/30
Call Centre Consultant specialising in certain products and services.