senior financial planner

personal and corporate insurance

I have been a financial advisor since 1989 first at Liberty Life then moved to Momentum in 2010, now a Senior Financial Planner.

I have successfully processed Momentum claims of R4.6 Million in 2011 and R37.8 Million in 2016 just for one client.

Proven Track record of success with new business and processed claims.
Mentor to many financial advisors and business owners over last 29 years.
Activities and Societies: Attended several International Million Dollar Round Table Conferences 
Past Regional Chairman, Director and National Vice President of Life Underwriters Association of South Africa ( LUASA) 
Life Offices Association (LOA) now ASSISA  S Referencing and Replacement Hearing Panel Member 
RFP 1 ,2 and 3 
Diploma in Personal Financial Management ( DPFM)

services

Personal and corporate insurance

Large amounts of life insurance and critical illness (Dread Disease) insurance

Retirement planning

Investments

Proven track records of success with new business and processed cliams

Mentor to many financial advisors and business owners over the last 29 years

Activities and societies

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