Jaco Van Zyl Cfp®
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Jaco Van Zyl Cfp® Email & Phone Number

Private Wealth Manager at NFB Private Wealth Management
Location: City Of Cape Town, Western Cape, South Africa 2 work roles 2 schools
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Role
Private Wealth Manager
Location
City Of Cape Town, Western Cape, South Africa
Company size

Who is Jaco Van Zyl Cfp®? Overview

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Quick answer

Jaco Van Zyl Cfp® is listed as Private Wealth Manager at NFB Private Wealth Management, a company with 83 employees, based in City Of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Jaco Van Zyl Cfp®.

Jaco Van Zyl Cfp® previously worked as Financial advisor at Discovery Limited. Jaco Van Zyl Cfp® holds Postgraduate Diploma, Financial Planning And Services, Nqf 8 from Milpark Education - School Of Financial Planning And Insurance.

Company email context

Email format at NFB Private Wealth Management

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NFB Private Wealth Management

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Profile bio

About Jaco Van Zyl Cfp®

Private Wealth Manager, Independent Financial Advisor.I’ve been with NFB Private Wealth Management since 2016 and I specialise in investments and life insurance solutions. Prior to joining NFB Private Wealth Management, I was a Financial Advisor at 1.618 Advisory Services for 5 years specialising in the Discovery range of products. My investment philosophy is relatively simple as I believe any portfolio should be tax efficient and well diversified, Healthy diversification in terms of asset allocation, geographical exposure, currency exposure and to ensure that sufficient liquidity is provided at all times. I enjoy most sports, particularly golf which I played provincially for most of my life, gym and running.

Listed skills include Life Insurance, Insurance, Financial Planning, Retirement Planning, and 8 others.

Current workplace

Jaco Van Zyl Cfp®'s current company

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NFB Private Wealth Management
Nfb Private Wealth Management
Private Wealth Manager
johannesburg, gauteng, south africa
Website
Employees
83
AeroLeads page
2 roles

Jaco Van Zyl Cfp® work experience

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Private Wealth Manager

Current

Johannesburg Area, South Africa

NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. We’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.Our highly qualified and experienced multidisciplinary team of.

Jan 2016 - Present
Team & coworkers

Colleagues at NFB Private Wealth Management

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2 education records

Jaco Van Zyl Cfp® education

FAQ

Frequently asked questions about Jaco Van Zyl Cfp®

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What company does Jaco Van Zyl Cfp® work for?

Jaco Van Zyl Cfp® works for NFB Private Wealth Management.

What is Jaco Van Zyl Cfp®'s role at NFB Private Wealth Management?

Jaco Van Zyl Cfp® is listed as Private Wealth Manager at NFB Private Wealth Management.

Where is Jaco Van Zyl Cfp® based?

Jaco Van Zyl Cfp® is based in City Of Cape Town, Western Cape, South Africa while working with NFB Private Wealth Management.

What companies has Jaco Van Zyl Cfp® worked for?

Jaco Van Zyl Cfp® has worked for Nfb Private Wealth Management and Discovery Limited.

Who are Jaco Van Zyl Cfp®'s colleagues at NFB Private Wealth Management?

Jaco Van Zyl Cfp®'s colleagues at NFB Private Wealth Management include Jonathan Braans, Cfp®, Andrew Locke, Anthony Godwin, Tumelo Magasha Cfp®, and Bryan Lones.

How can I contact Jaco Van Zyl Cfp®?

You can use AeroLeads to view verified contact signals for Jaco Van Zyl Cfp® at NFB Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jaco Van Zyl Cfp® attend?

Jaco Van Zyl Cfp® holds Postgraduate Diploma, Financial Planning And Services, Nqf 8 from Milpark Education - School Of Financial Planning And Insurance.

What skills is Jaco Van Zyl Cfp® known for?

Jaco Van Zyl Cfp® is listed with skills including Life Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Risk Management, Retirement, and Business Analysis.

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