KENILWORTH FINANCIAL ADVISOR

Mr. GAVIN VAN DYK
Mr. Gavin Van Dyk
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
GPS -18.458751, 33.98255
FSP Licence
Languages English, Afrikaans (in order of proficiency)
Email
Tel 671 3175
Fax 671 8133
Website www.fiscal.co.za
Qualifications
Gavin has the following 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

    Gavin is a CERTIFIED FINANCIAL PLANNER® professional

SERVICES
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.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

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.

ABOUT FIRM

BUSINESS PRACTICES
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  
WHERE THIS FINANCIAL ADVISOR IS BASED
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