SECUNDA FINANCIAL ADVISOR

Mnr. DAVID HALL
Mnr. David Hall
MEMBER SINCE 2004
Firm Old Mutual
Suburb Secunda
Address Medforum Building, Room 201, 2nd Floor, Heunis street, Secunda, 2302
See Map
GPS -29.182262, 26.507325
FSP Licence Not specified
Languages English & Afrikaans (in order of proficiency)
Email
Tel 0176341913
Cel 0836564143
Fax 0865174146
Website http://www.oldmutual.com
Qualifications

Postgraduate in Certified Financial Planning, Financial Planning and Services; 

  • CoDA Certified 
  • Top 25 Advisor achievement in SA 
  • Club 51, international presidency 
  • Practice of the year: 2009 & 2015
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

Wealth Creation, Growth and Preservation

OTHER SERVICES

Integrated Wealth Planning, Wealth Creation, Growth and Preservation, Tax Saving Planning, Budgeting

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

Over the last 22 years, I have dedicated my career and life to becoming one of the top financial advisors in South Africa. I have spent countless hours perfecting my knowledge, my understanding of my profession, understanding my clients and developing strategies to achieve greatness. I achieved my postgraduate degree and certification in financial planning and services in 2006, and have since maintained; CoDA certification, club 51 and practice of the year (2009 / 2015).

The driving force one would think, was to become great, when the truth is so much simpler. It comes down to VALUES.

I believe in quality, trust, knowledge, loyalty and above all in excellence. My efforts are driven by these key factors, because I believe that when I make a recommendation to my clients they should have rock solid confidence in me. My clients know that I present options that are backed by excellence, experience and proper preparation. It is my mission to provide solutions that meet my client’s needs, desires and long term goals. I help build LEGACIES that last for generations. I help cultivate the right financial; thinking habits, education and support. I am not an adviser, I am an ADVOCATE for your financial success! 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R2500000.00
Recurring monthly: R10000.00
Remuneration Commission only
Legal structure of employer Listed Company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: not specified
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.