| Firm |
Borland Financial Services - Firstglobal Group |
| Address |
G54 Musgrave Park, 18 Musgrave Road, Berea, 4001, Durban |
| Qualifications |
- B.Comm
- CFP
- Advanced Post Graduate Diploma in Investment Planning
|
| Financial Advisors Fields of Specialisation |
Investment Management and Retirement Planning for private clients. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
I worked as an International and Local Consultant in the Nedcor Group for 3 years. I then started at UAL Merchant Bank and was later transferred to Syfrets. The two entities then merged to form Nedcor Investment Bank.
I joined Borland Financial Services as a financial advisor in 1999 and became a director and shareholder in the business in 2002.
Obtained my Certified Financial Planner licence in 2000 and my Advanced Post Graduate Diploma in Financial Planning in 2001.
I am a founder member of the FIRSTGLOBAL GROUP
I keep fit in the gym and my sport of choice is road running. I have competed in a number of half marathons. I love the outdoors and enjoy 4X4 holidays.
|
| Other Companies represented |
RMB International, Nedcor Retail Investments (local and offshore), Orbis, Stanlib, Fraters, M Cubed |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
