We are an Authorized Financial Services Provider and is licensed to render financial services. Our FSB accredition nr is 33030
We are a member of Masthead Financial Advisors Association - a professional body of the Financial Services Industry, - who monitor our compliance.
Masthead is a Compliance Practice approved by the Financial Services Board. Their contact details are as follows if you wish to confirm. 021 686 3588 and 021 686 3589 (fax).
We are a representative rendering health services under supervision as defined in the fit and proper regulations.
MEET THE TEAM
Sonet Schoeman (Financial Advisor) & Jene Van Heerden (Personal Assistant)
We have the following relevant qualifications:
CERTIFICATE IN FINANCIAL PLANNING (NQF5)
120 POINTS / CREDITS ACCORDING TO FAIS
2 REGULATING EXAMS: * RE1