MEMBER SINCE | 2004 | ||
Firm | Fiscal Private Client Services (Pty) Ltd | ||
Suburb | Kenilworth | ||
Address |
Block C, Aintree Park,
1 Loch Close,
Kenilworth,
Southern Suburbs, 7708
See Map |
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GPS | -18.458751, 33.98255 | ||
FSP Licence | 12895 | ||
Languages | English, Afrikaans (in order of proficiency) | ||
Tel | 671 3175 | ||
Fax | 671 8133 | ||
Website | www.fiscal.co.za | ||
Verified Professional Memberships | |||
CFP |
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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; CERTIFIED FINANCIAL PLANNER® professional |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Business Assurance | |
Offshore Investment |
FOCUS
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.OTHER SERVICES
We provide financial planning and counselling services. We help clients prepare for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources.
OTHER COMPANIES REPRESENTED
Gavin has over 20 years’ experience in financial services, having worked in the asset management industry before following his dream to assist people in having the best quality of life their resources and circumstances allow for. He established a lifestyle financial planning practice in 2003. In 2006 he merged his business with Fiscal and he now offers financial life planning services along with the rest of the like-minded team at Fiscal.
Gavin has a B.Com (US), a B.Com (Hons) in Financial Analysis and Portfolio Management (UCT), and a Post Graduate Diploma in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional.
Minimum Levels of Premium/Investment accepted | Lump Sum: R0.00 Recurring monthly: R0.00 |
Remuneration | unknown |
Legal structure of employer | unknown |
Number of staff | 6 - 10 |
Indemnity insurance | Insurance: no |