|Firm||PARLOCK FINANCIAL SERVICES cc|
238 Amlock Drive,
|Languages||ENGLISH (in order of proficiency)|
REGISTERED FINANCIAL PLANNER(RFP)
MEMBER OF THE FINANCIAL PLANNING INSTITUTE,
FIA AND MASTHEAD
CERTIFICATE IN FINANCIAL PLANNING.
|Life and Disability|
FOCUSSpecialise in Individual & Business Financial Planning focusing on suitable Risk Cover with Benefits, Investments, Retirement Planning, Medical Aid & Short Term
Gap Cover for Medical Aid . Health & Accident Cover, Tracker, Home Loans, Travel Insurance,
OTHER COMPANIES REPRESENTED
Altrisk,FMI, Short Term Companies (Santam, Auto General, RSW Underwriters ,Health & Accident, Old Mutual Group Schemes, Safrican
I started in the Financial Industry in 1992 with a Brokerage as an Advisor. In 1996 I applied for my own contracts with various companies as an Independent Financial Planner.
Parlock Financial Services offers Holistic Financial Planning for Personal and Business Assurance, Reviews on Existing Policies and Client Follow up Process.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R5000.00
Recurring monthly: R250.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||2|
|Indemnity insurance||Insurance: yes