Bayt.com
Lindy Claassen, Financial Adviser

Lindy Claassen

Financial Adviser

Old Mutual

Location
South Africa
Education
Higher diploma, Investments and Financial Planning
Experience
20 years, 8 Months

Share My Profile

Block User


Work Experience

Total years of experience :20 years, 8 Months

Financial Adviser at Old Mutual
  • South Africa
  • My current job since November 2011

Establishing & defining a professional client relationship.
Gathering client data.
Analysis & evaluation of financial data.
Development of suitable client plan.
Implimentation
Monotoring
Retirement planning
Estate planning
Drafting Wills
Risk Planning

Admin at Please see CV
  • South Africa
  • January 2003 to January 2011

Please see CV for any other work experience.

Education

Higher diploma, Investments and Financial Planning
  • at Stellenbosch University Cape Town
  • December 2012
Bachelor's degree, Investments and Financial planning
  • at University of Stellenbosch South Africa
  • December 2010

Specialise in Investments and financial planning which include: Wealth management Retirement planning Estate planning Tax planning

Languages

English
Expert
Afrikaans
Native Speaker
German
Beginner

Memberships

Financial planning institute (FPI)
  • Member
  • January 2014