WEALTH & RISK DIVISION
Deon
Jurie
Milyska
Obadia
Philip
Zack
INSURE DIVISION
Stefan
André
Chris
Jurie Schoeman
Senior Financial Adviser, CFP®
Wealth & Risk Division
Experience & Qualifications
Jurie has experience in the rendering of advice and intermediary services the industry since 2008 and holds the following qualifications:
- BCom in Economics & Econometrics
- Postgraduate Diploma in Financial Planning
Contact Details
📞 082 775 0790
Licence Categories
CATEGORY I
1.1. Long-Term Insurance subcategory A
1.3. Long-Term Insurance subcategory B1
1.4. Long-Term Insurance subcategory C
1.5. Retail Pension Benefits
1.7. Pension Funds Benefits
1.8. Shares (supervised)
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
1.26. Participatory interest in a hedge fund (supervised)
CATEGORY II
2.1. Long-Term Insurance subcategory B1 (supervised)
2.2. Long-Term Insurance subcategory C (supervised)
2.3. Retail Pension Benefits (supervised)
2.4. Pension Funds Benefits (supervised)
2.5. Shares (supervised)
2.6. Money Market Instruments (supervised)
2.11. Participatory Interest in One or More Collective Investment Schemes (supervised)
2.13. Long-Term Deposits (supervised)
2.14. Short-Term Deposits (supervised)
2.15. Long-Term Insurance subcategory B2 (supervised)
2.16. Long-Term Insurance: Category B2-A (supervised)
2.17. Long-Term Insurance: Category B1-A (supervised)
2.18. Structured Deposits (supervised)
2.20. Participatory Interest in a Hedge Fund (supervised)