PARLOCK, DURBAN FINANCIAL ADVISOR

Mrs. GAYATHREE HARRICHAND
Mrs. GAYATHREE HARRICHAND
MEMBER SINCE 2010
Firm PARLOCK FINANCIAL SERVICES cc
Suburb PARLOCK, DURBAN
Address 238 Amlock Drive, Parlock, Durban, 4037
See Map
GPS -30.97032, 29.79182
FSP Licence 15198
Languages ENGLISH (in order of proficiency)
Email
Tel 031-5773933
Cel 0829223593
Fax 031-5776189
Qualifications
REGISTERED FINANCIAL PLANNER(RFP)
 
MEMBER OF THE FINANCIAL PLANNING INSTITUTE,
FIA AND MASTHEAD
 
CERTIFICATE IN FINANCIAL PLANNING. 
 
 
 
 
 
 
 
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Specialise in Individual & Business Financial Planning focusing on suitable Risk Cover with Benefits, Investments, Retirement Planning, Medical Aid & Short Term

OTHER SERVICES

Gap Cover for Medical Aid . Health & Accident Cover, Tracker, Home Loans, Travel Insurance,

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Altrisk,FMI, Short Term Companies (Santam, Auto General, RSW Underwriters ,Health & Accident, Old Mutual Group Schemes, Safrican

EXPERIENCE

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. 

ABOUT FIRM

Parlock Financial Services offers Holistic Financial Planning for Personal and Business Assurance, Reviews on Existing Policies and Client Follow up Process. 

BUSINESS PRACTICES
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
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS