DELAREYVILLE FINANCIAL ADVISOR

M G VISSER
 M G Visser
MEMBER SINCE 2007
Firm OHP Brokers
Suburb Delareyville
Address Genl Delarey Straat 27, Delareyville, 2770
See Map
GPS -25.457911, 26.686702
FSP Licence 16043
Languages Afrikaans en Engels (in order of proficiency)
Email
Tel 948 0780
Fax 086 650 8652
Qualifications
RFP 2, ND Personal Managment, Diploma in Credit management, FA Bussines Assurance, FA Estate Planning, FA Investment management and other normal Assurance courses
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Business Assurance, Investments, Life and disability assurance, medical schemes
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Mutual & Federal, Santam, Munimed, Resoulution Health, Genesis, Medihelp and Spectramed

EXPERIENCE

25 years banking experience that include 6 years as Credit Manager and 3 years as Marketing Manager and 3 more years in marketing. That gave me a good financial background where I have to deal with a high level of financial and legal facts by working together with Accountants, Attorneys and Business People, sometimes on Corporate level. I also get involved with the insurance industry during that time.

After I left the banking industry, I got more involved with Insurance and got specialised in Business Assurance, Investments and Medical Schemes and acquired several group contracts with different Companies. That also means a lot of traveling because my clients are spread over the country,from the Botswana Border up to Belville and Stellenbosch on the one side to the border of the Northern Province on the other side, but with the technology today most of the information and work can be done securely and effectively.

To me, my client and his/her needs are always important. I deal with the companies that I represent with respect too. I will always try to go that extra mile and learn more to solve my clients needs.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R20000.00
Recurring monthly: R300.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: yes
Value: R1500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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