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| Firm | Curated Wealth |
| Suburb | Westville |
| Address |
Suite 9, Imperial Office Park,
9/11 University Road,
Westville,
Durban, 3629
See Map |
| GPS | -30.956061, 29.825098 |
| FSP Licence | 33002 |
| Languages | English (in order of proficiency) |
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| Tel | 031 350 4323 |
| Cel | 27 (82) 520-6146 |
| Website | www.adviceworx.co.za |
| Qualifications | |
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PGDip Financial Planning (UFS) CFP Certified Financial Planner (UFS) BSc (Hons) Surveying & Mapping Sciences (UEL, London) |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
I specialise in Investments, Retirement, Risk, Business Assurance and Corporate BenefitsOTHER SERVICES
Wills, Gap Cover
OTHER COMPANIES REPRESENTED
StanLib
INN8
Companies through which more than 30% of income is derived:
Liberty Life
I have been a Fionancial Advisor for 23 years, obtaining my PGDip CFP qualification in 2013. Before coming to SA, I worked for Asset Managers in London for 6 years, including Gartmore, Citibank & HSBC.
I am a Partner and Advisor in a Boutique Brokerage called Curated Wealth, which is a subsidiary of Aviceworx,
| Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 1 |
| Indemnity insurance | Insurance: yes Value: R5000000.00 |
