| MEMBER SINCE | 2005 |
| Firm | Round Square Financial Services |
| Suburb | Allensnek |
| Address | 22 Kudu St, Allensnek, Roodepoort, 1737 See Map |
| GPS | -23.82194, 30.162878 |
| FSP Licence | 703 |
| Languages | English Afrikaans (in order of proficiency) |
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| Tel | 0114754503 |
| Cel | 0848369611 |
| Fax | 0867593112 |
| Website | www.osquare.co.za |
| Qualifications | |
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Certificate in Estate Agency |
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Offshore Investment |
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| Group Schemes |
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FOCUS
Ensuring that my clients portfolio is maximized for tax and estate duty purposesOTHER SERVICES
We also offer. Tax, Accounting, HR, Branding and in-house solutions
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Old Mutual
I have been with Telkom for 17 years where I spent my last 7 years consulting to Senior Management on Finance Management. In 2002, I joined Old Mutual as an Financial Advisor. In 2003 I was appointed as Sales Manager. I am accredited through Old Mutual to give specialzed service to my clients. Awards recieved was the Beginners Prize 2002, Area Manager Award 2002, Achievement Award 2003, Special Award 2003 (Chairman's Prize), Qualifiying for Member, Bronze and Silver in Club 51 within 12-18 months. I enjoy playing Golf and Cycling. Currently I am with Round Square Financial Services where we offer so much more. Insurance solutions, HR, Accounting and Tax Solutions.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R20000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R5000000.00 |