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Mr. GAVIN VAN DYK Mr. Gavin Van Dyk
Employer Fiscal Private Client Services (Pty) Ltd
Suburb Claremont
Address 9 Bishoplea Road
FSP License  FSP Licence 12895
Languages not specified
Email
Tel 671 3175 Fax 671 8133
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
SERVICES 
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
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.
LATEST NEWS & VIEWS:
EXPERIENCE
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 LISTED MEMBERS OF THIS FIRM
COMPANIES REPRESENTED  Financial Institutions South Africa
Other Companies represented Ashburton, Frater, and Rand Merchant Bank.
Companies through which more than 30% of income is derived acsis
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R1,000,000
Recurring monthly R10,000
Financial Advisor Fees  Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R3,000,000
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