| Firm |
Liberty Life Agency Division |
| Address |
171 Katherine street, Block 5, Sandton, 2031 |
| Languages |
Afrikaans
English
(in order of proficiency) |
| Qualifications |
Senior Registered Financial Planner NQF 5
|
| Financial Advisors Fields of Specialisation |
Financial Planner of the Year 2010
Personal Analysis or Individual Risk, Investments, Estate Planning, Business Assurance & Group Scheme |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Providing my clients with good strategic advise, planning ahead for the future, assisting with buy and sell agreements, drafting last will and testament and other. |
Financial Advisor Reward 2006 - 2009
Senior Financial Advisor Award 2010
Agency Financial Planner of the Year 2010
|
|
|
The Agency Management Committee (AMC) is proud to announce the 2010 winners of our annual Financial Planner of the Year competition held in Agency. The Financial Planner of the Year is that person who best represents the spirit of professionalism, integrity, competence and compliance to regulation, which is ultimately intended to protect the policyholder and engender a culture of providing the most appropriate advice to our valued clients.
Winona Thompson came first and the independent auditors, PSG commented about the quality of her work as well as the authenticity of the client file. Winona is part of our Sandton Branch.
There were 25 submissions from Agency for this prestigious competition. It is encouraging to see the number of submissions steadily increasing. On behalf of the AMC, I would also like to thank every valued Financial Adviser who made a submission to this competition. I know it all takes extra time and effort.
Winona will be attending the Million Dollar Round Table international conference in Atlanta, USA in June 2011.
I am sure you will join me in congratulating Winona on her fine achievement.
Regards,
Jeff Paul and the Agency Management Committee | |
I am very passionate about what I do, honesty and integrity are very important to me. Over the years I have established trustworthy relationships with my clients and continue to do so. I have a fulltime Office Manageress, Jeanine Pienaar, who is highly qualified to assist my clients with any administrative requirements which they may have.
|
| Other Companies represented |
STANLIB
LIBERTY HEALTH
STD EXECUTORS & TRUSTEES |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |
