WELKOM FINANCIAL ADVISOR

CHRISTELLE BRISLEY
 Christelle Brisley
MEMBER SINCE 2004
Firm Christelle Brisley Finansiele Dienste B/C
Suburb Welkom
Address 386 Stateway, Doorn, Welkom, 9459
See Map
GPS -26.74905, 27.98517
FSP Licence Applied For
Languages not specified
Email
Tel 352 6747
Cel 082 377 6605
Fax 352 6805
Qualifications

B.Comm
LLB
ILPA (CFP)
Advanced Diploma in Financial Planning (specialised in Estate Planning and Investment Planning)

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

Financial Planning for Farmers, Estate Planning and Investment Planning.

OTHER SERVICES

Trusts, Wills

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Charter Life, Leaderguard Securities, Sharemax Investments, ALT Risk,
Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

1998 - 2000: Legal clerk at Santam, Bloemfontein.
2000 - 2003: Legal Advisor at Old Mutual, Bloemfontein.
Currently, I have my own practice in Welkom. I am also studying for my LLM in tax law through UNISA.

My hobbies and interests include reading, scuba diving and wine tasting.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R10000.00
Recurring monthly: R60.00
Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff 1
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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