WEALTH & RISK DIVISION
Deon
Jurie
Milyska
Obadia
Philip
Zack
INSURE DIVISION
Stefan
André
Chris
Deon Louw
Senior Financial Adviser, CFP® CIPM®
Wealth & Risk Division
Experience & Qualifications
Deon has experience in the rendering of advice and intermediary services the industry since 2001 and holds the following qualifications:
- BCom Financial Management
- Postgraduate Diploma in Financial Planning
- Advanced Postgraduate Diploma in Investment Planning
- Certificate in Investment Performance Measurement
Contact Details
082 558 2131
Licence Categories
CATEGORY I
1.1. Long-Term Insurance subcategory A
1.2. Short-Term Insurance Personal Lines
1.3. Long-Term Insurance subcategory B1
1.4. Long-Term Insurance subcategory C
1.5. Retail Pension Benefits
1.6. Short-Term Insurance Commercial Lines
1.7. Pension Funds Benefits
1.8. Shares
1.14. Participatory interests in a collective investment scheme
1.17. Long-term Deposits
1.18. Short-term Deposits
1.20. Long-term insurance subcategory B2
1.21. Long-term Insurance subcategory B2-A
1.22. Long-term Insurance subcategory B1-A
1.23. Short-term Insurance Personal Lines A1
1.26. Participatory interest in a hedge fund
CATEGORY II
2.1. Long-term Insurance subcategory B1
2.2. Long-term Insurance subcategory C
2.3. Retail Pension Benefits
2.4. Pension Funds Benefits
2.5. Shares
2.6. Money market instruments
2.7. Debentures and securitised debt
2.8. Warrants, certificates and other instruments
2.9. Bonds
2.10. Derivative instruments
2.11. Participatory interests in one or more collective investment schemes
2.13. Long-term Deposits
2.14. Short-term Deposits
2.15. Long-term insurance subcatory B2
2.16. Long-Term Insurance : Category B2-A
2.17. Long-Term Insurance : Category B1-A
2.18. Structured Deposits
2.20. Participatory interest in a hedge fund