|Firm||Borland Financial Services - Firstglobal Group|
6 Rydall Vale Crescent,
Rydall Vale Park,
La Lucia, 4051
|Languages||English (in order of proficiency)|
|Life and Disability|
FOCUSInvestment Management and Retirement Planning for high net worth private clients.
OTHER COMPANIES REPRESENTED
Firstglobal Asset Management, Prudential Portfolio Managers, Orbis, 36 One
I worked as an International and Local Consultant in the Nedcor Group for 3 years, where I worked for 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 marathons and have completed one Comrades Marathon. I love the outdoors and have recenty taken up mountain biking.
Borland Financial Services has been in existance for 30 years and we are proud to say that we have an established and loyal client base.
We concentrate on offering financial planning solutions to high net worth individuals and corporate entities.
We became members of the FIRSTGLOBAL Group in 2001 when the group was established and through FIRSTGLOBAL we are able to offer our clients bespoke local and offshore asset management solutions.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1500000.00
Recurring monthly: R5000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes