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| MEMBER SINCE | 2010 |
| Firm | Sanlam Life |
| Suburb | Empangeni |
| Address |
The Park,
7 Pearce Crescent,
Empangeni, 3920
See Map |
| GPS | -31.892887, 28.745926 |
| FSP Licence | 2759 |
| Languages | English/Afrikaans (in order of proficiency) |
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| Tel | 035 907 3225 |
| Fax | 0866305026 |
| Website | www.sanlam.co.za |
| Qualifications | |
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Registered Financial Planner 3 Dip, Marketing Management |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Group Schemes | |
FOCUS
Investments and Financial and Retirement PlanningOTHER SERVICES
Comprehensive Financial Needs Analysis
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
SANLAM
Investment Consultant for a banking group for three years before joining Sanlam in 2003. Involved in Investment Planning with Glacier, a division of Sanlam up to now.
Have experience and exposure to short term stock market trading.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R100000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 2 |
| Indemnity insurance | Insurance: yes Value: R1000000.00 |
