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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

Contact Details

082 775 0790

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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