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| Address |
12 Cecilia Street, Suider Paarl |
| Qualifications |
- BA
- B.ED
- CFP (Certified Financial Planner)
|
| Financial Advisors Fields of Specialisation |
Financial Advice |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Offshore Investments Group Schemes
|
- Martin joined the service of Old Mutual in 1995 in Paarl.
- He finished his compulsary training after 2 years and started specializing
in Personal Financial Advice.
- He completed the ILPA-exams and qualified as a CFP during the year 2000.
- He resigned from Old Mutual to become an independant financial advisor
and is currently a member of Dux Solutions in Paarl.
- His association with Dux Solutions enables him to provide clients with other
specialized services as well.
|
| Companies through which more than 30% of income is derived |
Liberty |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
11 - 20 |