Rein Piso, Financial planner/advisor

Rein Piso

Financial planner/advisor

Discovery

البلد
جنوب أفريقيا
التعليم
ماجستير, Finance
الخبرات
3 years, 4 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :3 years, 4 أشهر

Financial planner/advisor في Discovery
  • جنوب أفريقيا
  • أكتوبر 2010 إلى يناير 2014

Interact with clients in order to assure their financial needs at retirement, disability, or death. To financial needs analysis to make sure the client is covered in the most affective manner to cover estate costs at death.

Do investments for clients according to their needs.

Do medical aid cover for individuals and company schemes

الخلفية التعليمية

ماجستير, Finance
  • في Potchefstroom university for CHE
  • ديسمبر 2004

The degree stretched over 3 years. Covered accounting, finance management, production management, marketing management, and the development of strategy for departments and companies.

بكالوريوس, Banking
  • في Potchefstroom university for CHE
  • ديسمبر 1994

Degree covered Accounting, management accounting, economics, business economics, banking, statistics, business law.

الثانوية العامة أو ما يعادلها,
  • في Harmony high school
  • ديسمبر 1989

Specialties & Skills

Client Retention
Client Services
Insurance
Finance
Microsoft office

اللغات

الانجليزية
متوسط

الهوايات

  • Steelwork
    Made some safety gates for home Build a shade roof for my mother at her home
  • Woodwork
    Making some furniture for my own home