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| Address |
The Chambers 68 Nelson Mandela Drive, Port Shepstone |
| Qualifications |
BSc Geology 1973 Wits
MBA 2003 -Edinburgh Business School
AFPI Certificate Institute of Advanced Studies -International Trust and
Estate Planning |
| Financial Advisors Fields of Specialisation |
Estate and Financial Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Drafting of wills and Execution of Estates in conjunction with a Chartered Accountant |
| SANLAM in 1984 -1985
As a financial planner Allied Bank 1986 -1988
Chamber Consultants- 1989 -1993 as a partner.
Ian Smith Consultants since December 1993
Member of the Financial Planning Institute
Navigator Authorised Financial Service Provider .
Attented numerous international and local conferences.
Member of Rotary Club Port Shepstone
|
| Other Companies represented |
Most Unit Trust Companies |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
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| Number of staff in Financial Advisor organisation |
6 - 10 |
