627 Sibelius st, Lukasrand, Pretoria
|Languages||English & Afrikaans (in order of proficiency)|
|Tel||086 144 0666|
B-Tech Marketing Management,
First Level Regulatory Examination: FSPs (sole proprietors) and Key Individuals in Categories I, II, IIA, III and IV,
First Level Regulatory Examination: Representatives,
Liberty Financial Advisor Training.
|Life and Disability|
FOCUSMarcel is a contemporary financial advisor, who helps ELITE Business Owners & Entrepreneurs to grow and insure their wealth.
Marcel advises Business Owners how to invest so they have access to their investments, how to stabilise and increase their income, and how to insure their current financial position. Marcel will show you how doing a budget is killing your gains, how to plan to expand your business via smart investments. To Get Certainty About Your Financial Future, setup a meeting with Marcel.
T&E FinOps (Pty) Ltd is an authorised Financial Service Provider established in 1998. Esmé Theron, the director and main shareholder, has a BPL Honors Degree and is a CERTIFIED FINANCIAL PLANNER® professional with more than 25 years experience in the financial and insurance industry. T&E FinOps is contracted to all the major insurance companies in South Africa.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R65000.00
Recurring monthly: R1000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes