| Firm |
Accredinet Financial Services |
| Address |
143c Hatfield Street, Highveld, Centurion, 0157 |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
BCom Accounting (RAU); Post Graduate Diploma in Financial Planning (UOFS); CERTIFIED FINANCIAL PLANNER® |
| Financial Advisors Fields of Specialisation |
CERTIFIED FINANCIAL PLANNER®. Estate, retirement & risk planning. Specialise in Discovery Vitality and it’s value-add. Business assurance and employee benefits. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Group Schemes
|
I have 7 years experience as a Financial Adviser. I pride myself in being very honest and trustworthy and giving the best, conservative advice at all times. Prior to becoming a Financial Adviser I worked at Investec as an accountant for investment and retirement products. I have 17 years experience in the Financial Services industry.
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |
