Firm | Liberty Life |
Suburb | Westville |
Address |
Suite 9, Imperial Office Park,
9/11 University Road,
Westville,
Durban, 3629
See Map |
GPS | -30.956061, 29.825098 |
FSP Licence | 2409 |
Languages | English (in order of proficiency) |
Tel | 031 350 4323 |
Cel | 082 520 6146 |
Fax | 086 501 9862 |
Qualifications | |
BSc (Hons) Surveying & Mapping Sciences CFP Certified Financial Planner |
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
Companies through which more than 30% of income is derived:
Liberty Life
I have been an advisor at Liberty for 16 years, obtaining my CFP qualification in 2013. Before coming to SA, I worked for Asset Managers in London for 6 years, including Gartmore, Citibank & HSBC.
Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
Remuneration | Fee and Commission |
Legal structure of employer | unknown |
Number of staff | 1 |
Indemnity insurance | Insurance: yes Value: R5000000.00 |