|Firm||Borland Financial Services - FG Investment Partner|
Unit 9 & 10
10 Nollsworth Crescent
La Lucia Ridge
|Languages||English (in order of proficiency)|
|Tel||031 202 9113|
|B.Comm Certified Financial Planner Advanced Post Graduate Diploma Financial Planning RE 5 Representative Qualification RE 1 Key Individual Qualification|
|Life and Disability|
FOCUSInvestment Management and Retirement Planning for high net worth private clients.
OTHER COMPANIES REPRESENTED
Ninety One, FG 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 FG Investment Partners and am a Director and on the Board of FG Asset Management.
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 my hobby and passion is photography.
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 FG Investment Partners in 2001 when the group was established and through FG Asset Management 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