Experience

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  Sa national defence force

  Jan 1980 - Apr 1983

  General instructor

  Compulsory military serviceTrained in numerous skillsFulfilled the role of General Instructor.

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  Volkskas pension services

  Apr 1983 - May 1986

  Administrator

   Senior Pension Fund administrator.  Pensions Officer responsible for day-to-day administration of private retirement funds. Administration of 40 plus Pension Funds Processing of withdrawal, disability, death and retirement claims. Reconciliation of premium payments. Management of scheme rules and policy documents including the drafting of rules. General administration including problem and query solving.

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  Southern life & health insurance

  Jun 1986 - Sept 1989

  Broker consultant

   Employee Benefit Consultant responsible for promoting Southern Life to Brokers. Marketing of Employee Benefit products and servicing to panel of Brokers. Assistance to Life and Pension managers. General administration, quotations, typing and preparation of employee benefit proposals and reports. Client liaison. Management of back office pension administration.

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  Mapec financial sevices

  Sept 1996 - now

  Financial advisor

   Employee Benefits Consultant and Personal Financial Adviser. Responsible for a portfolio of corporate clients. Provision of advice and product solutions for specific individual and corporate needs. Ongoing servicing of Corporate accounts. Regular member benefit communication via employee and board presentations. Communication of benefit enhancements, legal and technical issues regarding tax, insurance industry and employee benefits. Servicing of existing corporate clients and general financial advisory service. Marketing of product solutions to individuals. Training presentations. Show less

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  Mapec financial sevices

  Sept 1996 - now

  Key Individual and 50% shareholder in Mapec Financial Services.Although we specialize in Employee Benefits, we do offer a wide range of services and products within the Personal Financial Planning environment.We firmly believe in a needs driven approach and uphold the highest level of compliance. Our main strengths are:* Regular and effective communication.* Service excellence.* Providing a wide range of solutions to individual needs.Accredited Service Providers:- Discovery Group- Liberty Life - Momentum- Sanlam (including Glacier)- Fedgroup- Various Asset Management Companies Show less

  • Co Owner

    Sept 1996 - now

  • Financial Advisor

    Sept 1996 - now
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  Discovery limited

  Aug 2012 - Oct 2017

  Independent consultant

  Provide Holistic Financial Planning Advice and Solutions available from the Discovery Group. Registered as a representative of Discovery Group and licensed accordingly. Fully accredited to provide solutions associated with:- Healthcare - Discovery Health- Health Wellness Management - Vitality- Life Cover (Local and Offshore) - Discovery Life- Investments and Retirement Planning - Discovery Invest- Short Term Solutions - Discovery Insure- Group Risk (Employee Benefits) - Discovery Group Risk- Financial - Discovery Card Show less