Craig Backos, Cfp®

Craig Backos, Cfp® Email and Phone Number

Certified Financial Planner® at Oracle Broker Services (Pty) Ltd @ Oracle Broker Services (Pty) Ltd
2 3rd Avenue, Johannesburg,Gauteng 2190,South Africa
Craig Backos, Cfp®'s Location
City of Johannesburg, Gauteng, South Africa, South Africa
Craig Backos, Cfp®'s Contact Details

Craig Backos, Cfp® work email

Craig Backos, Cfp® personal email

n/a
About Craig Backos, Cfp®

I specialize in the Pre- and Post-Retirement and Investment Arena and provide Risk Planning in the Professional Market.I ensure that Businesses and Individuals get proper Tax and Estate Planning and provide Financial Security through ongoing Risk Management reviews.

Craig Backos, Cfp®'s Current Company Details
Oracle Broker Services (Pty) Ltd

Oracle Broker Services (Pty) Ltd

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Certified Financial Planner® at Oracle Broker Services (Pty) Ltd
2 3rd Avenue, Johannesburg,Gauteng 2190,South Africa
Website:
oraclebrokers.com
Employees:
92
Craig Backos, Cfp® Work Experience Details
  • Oracle Broker Services (Pty) Ltd
    Certified Financial Planner ®
    Oracle Broker Services (Pty) Ltd Nov 2012 - Present
    South Africa
    Consulting in Financial Planning - Broker
    View
  • Finlogic
    Insurance Broker
    Finlogic Oct 2010 - Nov 2012
    Personal Financial Planning including Investments, Retirement & Estate Planning... ensuring that your financial future is secure and efficiently managed.
  • Alexander Forbes Fpc (Financial Planning Consultants) - Sandton
    Consultant
    Alexander Forbes Fpc (Financial Planning Consultants) - Sandton Nov 2007 - Oct 2010
    All aspects of Financial Planning, Insurance and Investments
  • Pps / Sanlam Life
    Cfp
    Pps / Sanlam Life Feb 2001 - Oct 2007
    Professional Insurance for Graduates (PPS)
    View

Craig Backos, Cfp® Skills

Estate Planning Financial Advisory Banking Consulting Financial Planners Fixed Annuities Pensions Insurance Retirement Planning Account Management Sales Financial Planning Portfolio Management Education Funding Critical Illness Investments Financial Risk Estate Preservation Business Development Negotiation Managing Personal Risk Finance Investment Advisory Income Protection Strategic Planning Strategy Financial Services Oracle Wealth Management Life Insurance Mutual Funds Equities Sales Management Strategic Financial Planning Microsoft Office Investment Strategies Risk Management Microsoft Excel Certified Financial Planner Customer Service Financial Analysis Disability Insurance Wealth Personal Financial Planning Long Term Care Insurance Protection Planning Business Strategy Management Insurance Planning Project Management Retirement Key Person Protection

Craig Backos, Cfp® Education Details

Frequently Asked Questions about Craig Backos, Cfp®

What company does Craig Backos, Cfp® work for?

Craig Backos, Cfp® works for Oracle Broker Services (Pty) Ltd

What is Craig Backos, Cfp®'s role at the current company?

Craig Backos, Cfp®'s current role is Certified Financial Planner® at Oracle Broker Services (Pty) Ltd.

What is Craig Backos, Cfp®'s email address?

Craig Backos, Cfp®'s email address is ca****@****b.co.za

What schools did Craig Backos, Cfp® attend?

Craig Backos, Cfp® attended University Of The Free State/universiteit Van Die Vrystaat, University Of South Africa/universiteit Van Suid-Afrika, University Of The Witwatersrand, Highlands North Boys' High School.

What skills is Craig Backos, Cfp® known for?

Craig Backos, Cfp® has skills like Estate Planning, Financial Advisory, Banking, Consulting, Financial Planners, Fixed Annuities, Pensions, Insurance, Retirement Planning, Account Management, Sales, Financial Planning.

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