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Jose Proenca

Jose Proenca

Will draftsman and Executor of Deceased Estates

Followers of Jose Proenca2000 followers
location of Jose ProencaSouth Africa

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  • Timeline

  • About me

    Independent Consultant and owner at THINKING FINANCIAL PLANNERS

  • Education

    • Rand Afrikaans University

      -
      Certificate in Offshore Financial Centres

    • Institute of Banking

      -
      Trustee Diploma

    • Forest High School

      1971 - 1975
      Matriculated

    • University of the Free State/Universiteit van die Vrystaat

      2004 - 2005
      Advanced Postgraduate Diploma in Financial Planning

    • University of the Witwatersrand

      -
      Post Graduate Higher Diploma in Tax Law Tax Law/Taxation Master Tax Practitioner MTP SA

  • Experience

    • Standard Trust

      Jan 1981 - Jan 1986
      Will draftsman and Executor of Deceased Estates

    • Standard Bank Financial Services

      Jan 1987 - Jan 1996
      Financial Adviser / Broker

    • MeesPierson / Banque Belge

      Jan 1998 - Jan 2001
      Senior Marketing Executive

    • Nedbank Financial Planning

      Jan 2001 - Jan 2005
      Financial Adviser / Broker

    • Liberty Life

      Jan 2006 - Jan 2009
      Financial Adviser / Broker

    • THINKING FINANCIAL PLANNERS

      Mar 2009 - now

      We are a boutique truly Independent Financial Planning Consultancy providing HOLISTIC Tax, Estate and Wealth planning advice and Intermediation services on a Fee basis.

      • Owner

        Mar 2009 - now

      • Independent Consultant and owner

        Mar 2009 - now

  • Licenses & Certifications

    • Advanced CFP

      University of the Free State