BETHLEHEM FINANCIAL ADVISOR

Mr DEON VAN ZYL
Mr Deon van Zyl
MEMBER SINCE 2004
Firm Uniboard
Suburb Bethlehem
Address 6 Bruwer Street, Bethlehem, 9701
See Map
GPS -28.312789, 28.233813
FSP Licence 13489
Languages not specified
Email
Tel 303 2999
Cel 083 630 8555
Fax 303 7876
Website www.uniboard.co.za
Qualifications
  • Universities and Colleges attended Institute of Bankers
  • Bankers Trustee Diploma Cape Technicon
  • Diploma in Public Relations - University of Stellenbosch
  • Diploma in Business Management and Administration - UNISA
  • B.Comm - University of Stellenbocsh
  • Masters Degree in Business Management and Administration
  • Dale Carnegie Org: Selling Skills
  • Dawie Gouws Associates: Team Leadership
  • Bancorp: Functional Management 1,2,3 Senior Marketing 1,2,3
  • Learning International: Professional Selling Skills 3, Time Management
  • Central Information Services: Computer literacy and various software packages
  • ILPA - Estate Planning and Business Assurance
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Estate Planning, Wills, Trusts and Deceased Estates
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

Throughout my working career of more than thirty years as a Legal and Financial Advisor, I was constantly improving my knowledge and skills with academic and other formal studies on a part-time basis. I obtained a B.Com from Unisa in 1985 and a Master's degree in Business Management and Administration from the University of Stellenbosch in 1986.

This experience supported by applicable academic qualifications and other formal training seem to be relevant and as such, it is believed that it should match your requirements to appoint me as your Personal Legal and Financial Advisor. I want to put my experience to real use where an innovative approach is an important ingriedient for success

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R200.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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