Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in investment, retirement and estate planning; and client relationship management.
Paragon Wealth Advisors
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Financial PlannnerParagon Wealth Advisors Jul 2024 - PresentCity Of Cape Town, Western Cape, South Africa
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Senior Financial AdviserAlchemy Financial Services Feb 2020 - Jul 2024Cape Town Area, South Africa -
Senior Financial AdviserOld Mutual Pfa Jan 2001 - Dec 2019DurbanvilleI am an accredited Senior Financial Adviser employed by Old Mutual Personal Financial Services and work from the Northern Hub Area offices in Durbanville, Cape Town in South Africa.I have more than 25 years financial services experience of which 20 years have been with Old Mutual and the last 15 years as a financial adviser. Although my client base include predominantly high net worth and middle income individuals, I also have corporate and emerging market clients. I also review a… Show more I am an accredited Senior Financial Adviser employed by Old Mutual Personal Financial Services and work from the Northern Hub Area offices in Durbanville, Cape Town in South Africa.I have more than 25 years financial services experience of which 20 years have been with Old Mutual and the last 15 years as a financial adviser. Although my client base include predominantly high net worth and middle income individuals, I also have corporate and emerging market clients. I also review a substantial investment portfolio.My academic qualifications include Diplomas in Company Secretaryship and Accountancy from the of Institute of Accounting and Commerce (formerly the Institute of Administration and Commerce of Southern Africa).I also hold membership of the South African Institute of Tax Professionals.I provide, inter alia, the following services:• Life, disability and severe illness assurance planning• Retirement planning• Local & offshore investments• Short-term insurance planning• Tax planning • Wills and estate planning• Healthcare• Business assurance• Employee benefits Show less
Johan Van Niekerk Skills
Johan Van Niekerk Education Details
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Institute Of Accounting & CommerceAccountancy -
Institute Of Accounting & CommerceCompany Secretaryship -
Bellville High School
Frequently Asked Questions about Johan Van Niekerk
What company does Johan Van Niekerk work for?
Johan Van Niekerk works for Paragon Wealth Advisors
What is Johan Van Niekerk's role at the current company?
Johan Van Niekerk's current role is Financial Planner at Paragon Wealth Advisors.
What schools did Johan Van Niekerk attend?
Johan Van Niekerk attended Institute Of Accounting & Commerce, Institute Of Accounting & Commerce, Bellville High School.
What are some of Johan Van Niekerk's interests?
Johan Van Niekerk has interest in Guitar, Forex Exchange Trading, Travelling, Eating Out, Sound Engineering, Astronomy, Wine.
What skills is Johan Van Niekerk known for?
Johan Van Niekerk has skills like Personal Financial Planning, Corporate Financial Planning, Management, Microsoft Excel, Budgets, Insurance, Strategic Financial Planning, Investments, Business Strategy, Wealth Management, Business Analysis, Retirement Planning.
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Johan van Niekerk
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Johan van Niekerk
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1hulamin.co.za
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