NEWEL FINANCIAL SERVICES CC, of which I am the member, is an independent brokerage and has been providing financial planning advice for 24 years. The CC is licensed as a Financial Services Provider (FSP) with the Licence # 9461.
As a member of the CC and a key individual in terms of (FAIS), both the CC and myself have been duly authorised to provide advice & intermediary services in accordance with this licence, more specific information can be obtained via the actual licence in our office or independently through the Financial Sector Conduct Authority’s (FSCA) website www.fsca.co.za .
Broadly speaking, advice and or intermediary services may be provided in the following areas:-
Financial Planning Retirement Planning Investment Planning
Assurance Planning Estate Planning Health Care Planning
I hold the following qualifications:-
B.Comm, H Dipl Acc, CA (SA), Certified Financial Planner (CFP®) & Registered Tax Practitioner
