Eric Meyer Cfp® Email & Phone Number

Eric Meyer Cfp® is a ☞ CERTIFIED FINANCIAL PLANNER® at Oracle Broker Services ➱ Knowledge of Financial Markets ➱ Service Oriented☜ at Oracle Broker Services. He possess expertise in customer service, microsoft office, business analysis, financial planning, insurance and 13 more skills. He is proficient in German. Colleagues describe him as "Eric is a smart, caring individual, he has given me life changing financial advice over our 7 year association, I can highly recommend him as a Financial Planner." and "Eric is a passionate, thorough and efficient financial planner. In my years as Actuary and Broker Consultant at Paramount Life, it was a pleasure working with him. He has an in-depth knowledge of financial markets and products, integrity, and long-term trusting relationships with his clients."

Listed skills include Customer Service, Microsoft Office, Business Analysis, Financial Planning, and 14 others.

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  ☞ Certified Financial Planner® ➱ Knowledge Of Financial Markets ➱ Highly Skilled ☜

  Oracle Broker Services

  Apr 1992 - Present - Johannesburg Area, South Africa

  My aim is to provide financial certainty and clarity on current and future financial well-being of my clients. To achieve this, I perform the following functions:➟ Conduct in-depth reviews of clients' financial circumstances and future goals.➟ Assist clients in making informed decisions.➟ Investigate the best possible rates with product suppliers.➟ Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations. ➟ Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals. Key Achievements:☆ Proven ability to assist clients to achieve their financial goals