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| Employer |
Fiscal Private Client Services (Pty) Ltd |
| Qualifications |
Gavin is a Certified Financial Planner and has the following additional qualifications:
- B.Comm (Hons) Financial Analysis and Portfolio Management (UCT)
- Postgraduate Diploma in Financial Planning (University of the Free State)
- The International Capital Markets Qualification (Securities Institute, London)
- Institute of Financial Markets Junior & Ordinary Certificates
- JSE Securities Trader Exam
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| Financial Advisors Fields of Specialisation |
Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources. |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments
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| Other Services |
We provide financial planning and counselling services. We help clients preparing for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources. We also offer a pre-marriage counselling service to couples. |
| Gavin has more than 20 years experience in financial services, having worked in the asset management industry where, amongst others, he held the positions of Senior Dealer and Portfolio Manager: Equity Derivatives. Before joining Fiscal in 2006, Gavin established his own financial planning company. He now offers financial planning and counselling services along with his fellow Certified Financial Planner, Kate Brown, whose details are also available on this site. His work is supported by acsis, a leading financial planning company which provides support to independent financial planners. Fiscal was the first strategic partner to be appointed in Cape Town. |
| Other Companies represented |
Ashburton, Frater, and Rand Merchant Bank. |
| Companies through which more than 30% of income is derived |
acsis |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |