| Firm |
The One-Stop Financial Services Bureau |
| Address |
2 Keukendal Road, Edgemead, Cape Town, 7441 |
| Qualifications |
Certified Financial Planner, Financial Planning Institute
of South Africa.
[Qualified as a Fellow of the Institute of Life and Pensions Advisers (FILPA)
in March 1985, subsequently converted to CFP by the Financial Planning Institute
of South Africa.]
Fellow and Chartered Insurer, Chartered Insurance Institute,
London.
[Qualified as an Associate of the Chartered Insurance Institute (ACII) in October
1982.
Qualified as a Fellow of the Chartered Insurance Institute (FCII) in October
1991.
Appointed a Chartered Insurer in November 1991).]
Fellow, Insurance Institute of South Africa.
[ Qualified as a Fellow of the Insurance Institute of South Africa (FIISA) in
April 1992.]
Commissioner of Oaths, Department of Justice and Constitutional
Development.
[Appointed 1 April 2003.] |
| Financial Advisors Fields of Specialisation |
|
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
| Other Services |
Administration and/or winding up of Estates, Tax Planning. |
1993 - date:
One-Stop Financial Services Bureau, Cape Town.
Independent brokerage dealing with:
- Life assurance and pensions
- International and South African investments
- Estate creation and planning
- Executorial and administrative services for estates
- Para-legal services (e.g. Wills)
- Tax saving plans and Tax services.
1971 - 1993:
Old Mutual, Mutualpark, Pinelands, Cape Town.
In July 1984, promoted to Senior Corporate Planning Consultant
to establish the Corporate Planning Unit.
Main areas of responsibility:
- Environmental scanning
- Promotion and advancement of the strategic management process
- Production of the business plan for the society
- Organising and providing input for the General Management Planning Conference
- Special projects, speeches and presentations for the Chairman, Managing
Director, Chief Operating Officer and General Management
- Client Service Complaint Projects
- Benchmarking Project.
In October 1976, promoted to the newly established Marketing
Division.
Main areas of responsibility:
- Development of product material (e.g. brochures, sales aids, quotation forms,
etc) for 'branded products' such as IndependenceMaker and FutureMaker
- Direct mail
- Administration of Provident Funds (which included the drafting of fund rules
and negotiating with the Registrar of Pension Funds and the Commissioner of
Inland Revenue)
- Sales promotion functions
- Women’s forum (forerunner of the Women’s Bureau)
- Development, presentation and national launching of FlexiPension and The
Anchor Plan Series
- Training of sales personnel in the use of new material, rate books, etc.
- Personal Assistant to Marketing Actuary (Stuart Fish)
- Administration and personnel consultant for the Marketing Division.
Between February 1971 and September 1976, held various positions
in the Actuarial Division.
Main areas of responsibility:
- Setting up a competitor research group
- Development, presentation and national launching of 1976 Rate Book.
1968 - 1970:
Barclays Bank Ltd., England. |
| Other Companies represented |
ABSA Investment Management Services (AIMS),
Metropolitan Odyssey |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
2 |
