Allan Marais

Allan Marais Email and Phone Number

Aged Care Consultant
Allan Marais's Location
Queensland, Australia, Australia
Allan Marais's Contact Details

Allan Marais work email

Allan Marais personal email

n/a
About Allan Marais

Allan and his family immigrated to Australia in 1996 and he started as a planner with GIO Australia in Southport. He joined the Hillross dealer group in 2004, became a Certified Financial Planner in 2000 and helped establish the Tweed Financial Planning Office. He has over 20 years of providing personlised financial advice to a range of clients including Aged Care entrants and their families. Allan is currently director and certified financial planner of More Time Financial. He can assist in the following areas: Goal setting, Superannuation, Income streams, Investing and Wealth Creation, Succession and Estate Planning, Lifestyle protection and Aged care planning. The views expressed herein are mine alone and do not reflect the views of my employer.

Allan Marais's Current Company Details

Aged Care Consultant
Allan Marais Work Experience Details
  • Tweed Financial Planning Services
    Allan Marais - Certified Financial Planner
    Tweed Financial Planning Services 2001 - Jun 2013
    Gold Coast, Qld
    Facilitated family round table meeting to ensure ongoing Care was being shared by family members. Ensured that the Estate documentation such as wills and Enduring Power of Attorney was in place and up to date. Assisted a number of clients with the selection and placement into Local Aged Care Facilities. Joint Presenter to Elderly Parents of children with lifelong disabilities.
  • Gio
    Allan Marais - Financial Planner
    Gio 1996 - 2001
    Commenced working as a planner with GIO
  • Southern Life Now Momentum Life
    Allan Marais - Senior Financial Planner
    Southern Life Now Momentum Life Feb 1988 - Dec 1996
    Durban Area, South Africa
    Achievement Award - Brand new motor car - 1994 Southern Unit Trust Salesman of the Year
  • Rentco Trailers Durban South Africa
    Branch Manager
    Rentco Trailers Durban South Africa 1985 - 1987
  • Services School - South African Defence Force
    Logistical Officer -
    Services School - South African Defence Force Jul 1977 - Jun 1980
    Pretoria Area, South Africa

Allan Marais Skills

Wealth Management Financial Planning Portfolio Management Finance Strategic Financial Planning Financial Advisory Investments Risk Management Financial Services Superannuation Sales Small Business Investment Strategies Retirement Planning Management Investment Advisory Networking Business Planning Estate Planning Income Protection Insurance Social Security

Allan Marais Education Details

  • Aged Care Steps
    Aged Care Steps
    Aged Care
  • Deakin University
    Deakin University
    Financial Planning
    View
  • Ixopo High School
    Ixopo High School
    Matric/ Grade 12
  • Ixopo High School, Natal , South Africa
    Ixopo High School, Natal , South Africa
    12

Frequently Asked Questions about Allan Marais

What is Allan Marais's role at the current company?

Allan Marais's current role is Aged Care Consultant.

What is Allan Marais's email address?

Allan Marais's email address is al****@****.com.au

What schools did Allan Marais attend?

Allan Marais attended Aged Care Steps, Deakin University, Ixopo High School, Ixopo High School, Natal , South Africa.

What skills is Allan Marais known for?

Allan Marais has skills like Wealth Management, Financial Planning, Portfolio Management, Finance, Strategic Financial Planning, Financial Advisory, Investments, Risk Management, Financial Services, Superannuation, Sales, Small Business.

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