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