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| Employer |
Mark Wentzel Financial Services |
| Address |
369 Hippo Avenue,
Zwartkop,
Centurion |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
Certified Financial Planner / CFP
Post Graduate Diploma in Financial Planning
Advanced Post Graduate Diploma in Finacial Planning
Diplomas obtained from University of Freestate
Member of FPI
Registered at the FSB as an authorised FSP |
| Financial Advisors Fields of Specialisation |
Certified Financial Planner with 15 years experience. Specialising in Personal & Business Financial Needs Analysis |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
Offshore Investments
|
| Other Services |
Property Investments and Bond Originating,
Last Wills and Testaments,
Trusts,
Tax Planning
|
| Started my career in Banking sector at Standard Bank(1990-1995). Then furthered my career in Financial Services industry as an agent at Old Mutual PFA (1995-2000). There I won the renowned Beginners Prise in my 1st year and various other production awards. Became Independant Financial Advisor in 2000 and currently still practise as a CFP. |
| My Long Term Insurance registered under Mark Wentzel Financial Services. I am however also associated with Xcede Financial Services (Pty) Ltd with regards to Short Term Insurance. I also serve as Director on the following companies: Xcede Property Marketing (Pty) Ltd and Paragon Bond Originating (Pty) Ltd. |
| Other Companies represented |
Standard Bank / ABSA / FNB / Nedbank - Originating purposes |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R250,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
3 - 5 |
