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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
Licence Categories
CATEGORY I
Long-Term Insurance subcategory A
Long-Term Insurance subcategory B1
Long-term insurance subcategory B2
Long-term Insurance subcategory B2-A
Long-term Insurance subcategory B1-A
Participatory interest in a hedge fund (supervised)
Long-Term Insurance subcategory C
Retail Pension Benefits
Pension Funds Benefits
Shares (supervised)
Participatory interests in a collective investment scheme
Long-term Deposits
Short-term Deposits
CATEGORY II
None
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