WEALTH & RISK DIVISION
Deon
Jurie
Milyska
Obadia
Philip
Zack
INSURE DIVISION
Stefan
André
Chris
Philip van Niekerk
Financial Planner
Wealth & Risk Division
Experience & Qualifications
Philip has experience in the rendering of advice and intermediary services the industry since 2022 and holds the following qualifications:
- NDip Small Business Management
- BMin
Contact Details
083 401 4476
Licence Categories
CATEGORY I
1.1. Long-Term Insurance subcategory A (supervised)
1.2. Short-Term Insurance Personal Lines (supervised)
1.3. Long-Term Insurance subcategory B1 (supervised)
1.4. Long-Term Insurance subcategory C (supervised)
1.5. Retail Pension Benefits (supervised)
1.7. Pension Funds Benefits (supervised)
1.8. Shares (supervised)
1.14. Participatory interests in a collective investment scheme (supervised)
1.17. Long-term Deposits (supervised)
1.18. Short-term Deposits (supervised)
1.20. Long-term insurance subcategory B2 (supervised)
1.21. Long-term Insurance subcategory B2-A (supervised)
1.22. Long-term Insurance subcategory B1-A (supervised)
1.23. Short-term Insurance Personal Lines A1 (supervised)
CATEGORY II
None