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Contact information

 
+27834415003 / 0114540003
 
Postnet Suite 121 Private Bag X153
 
https://www.financialvision.co.za

About

Certified Financial Planner and Owner

Started my own brokerage in 2003. After years with Sage Life and building up a substantial client base, I felt it was in my clients interest to offer them the best products available that all the life and investment houses had to offer.

This way I can give my clients a totally non biased view of all the products available and build a professional personal portfolio on an individual basis.

In 2004 I studied towards obtaining my CFP through the University of the Free State. I received my post graduate diploma in financial planning and obtained my CFP.

Over the years, I have received many accolades from various financial service providers and continue to grow a professional practice that benefits each and every one of my clients.

I am a current member of the Million Dollar Round Table.

Company info

Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, High Net Worth Individuals, Risk Management, and Investment Management. Strong business development professional with a Postgraduate Diploma in Financial Planning focused in Financial Industry from University of the Free State and Member of the Million Dollar Round Table, Court of the Table.

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