Mnr. MARK WENTZEL (CFP)
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| Firm | Xcede Financial Services(Pty)Ltd |
| Suburb | Centurion | Map |
| Address | 369 Hippo Avenue, Centurion |
 FSP Licence |
42660 |
| Languages | English and Afrikaans (in order of proficiency) |
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| Tel | 663 5191 |
| Cel | 083 307 9811 |
| Fax | 0866 775 594 |
| Website | www.xcedefs.co.za |
| Qualifications | Certified Financial Planner / CFP
Post Graduate Diploma in Financial Planning (University of the Freestate)
Advanced Post Graduate Diploma in Finacial Planning (University of the Freestate)
Member of FPI (Financial Planning Institute of South Africa)
Registered at the FSB as an authorised FSP No.42 660 |
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>Services
Financial Advisors Fields of Specialization: CFP & Advanced Post Graduate Diploma in Financial Planning. Specialising in Business Assurance, Estate Planning, Investment- & Retirement Planning.
| Services | Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance |
Other Services:
We also offer services with regards to Mining Rehabilitation Plans and Guarantees. My company prides itself on Professional Advise, Quality Service & Trustworthy Relationships.Experience
I Started my career in the Banking sector at Standard Bank (1990-1995). I Then furthered my career in the Financial Services industry as a Financial Plannerat Old Mutual PFA (1995-2000).
As I believed in providing holistic and independant advise I decided to become an Independant Financial Advisor in 2000.
My experience in banking, finance, origination, business management, property marketing and insurance combined with independant advise, sound business pricipals and professional qualifications will ensure that each client can make an independant and informed decision regarding their financial planning.
Specialising in Business Risk and Succession planning and also Personal Risk and Estate planning provides my SME and High Networth Individual clients with peace of mind regarding their financial independance.
About Firm
Xcede Financial Services (Pty) Ltd is a Registered Financial Services Provider.
Mark Wentzel (CFP) is the only shareholder and director of the company.
The company also deal with strategic and professional partners ensuring professional service and advice, especially with regards to business planning and assurance, estate duty,investment planning, income tax, capital gains tax and other legal matters.
Companies Represented
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Other Companies represented:
Brightrock, FMI, Altrisk and iTransact.
Brightrock, FMI, Altrisk and iTransact.
Business Practices
| Minimum Levels of Premium/Investment accepted | Lump Sum: R500,000
Recurring monthly: R500 |
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Remuneration |
Fee OR commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff in Financial Advisor organisation | 3 - 5 |
| Indemnity insurance |
Insurance: yes Value: R2,000,000 |
