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Keith Peter Email & Phone Number

Advice Manager at Old Mutual South Africa
Location: Durban, KwaZulu-Natal, South Africa 6 work roles 10 schools
1 work email found @oldmutual.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email k****@oldmutual.com
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Current company
Old Mutual South Africa
Role
Advice Manager
Location
Durban, KwaZulu-Natal, South Africa
Company size
8253 employees

Who is Keith Peter? Overview

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Quick answer

Keith Peter is listed as Advice Manager at Old Mutual South Africa, a company with 8253 employees, based in Durban, KwaZulu-Natal, South Africa. AeroLeads shows a work email signal at oldmutual.com and a matched LinkedIn profile for Keith Peter.

Keith Peter previously worked as Legal Advisor Advanced Manager, Broker Distribution, KZN, Personal Financial Advice, KZN & EC, at Old Mutual South Africa and Legal Advisor, Advanced at Old Mutual. Keith Peter holds Masters In Business Administration (Mba), General Studies from University Of Kwazulu-Natal.

Company email context

Email format at Old Mutual South Africa

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{first_initial}{last}@oldmutual.com
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Profile bio

About Keith Peter

A financial services enthusiast, I have been employed in the financial services for over 25 years. Currently I am employed as the Advice Manager for Personal Finance at Old Mutual. I act as the custodian for quality of advice (that advisers provide to customers) and the advice process in the distribution channels. This entails drafting and deployment of various advice guidelines, and the design of advice tools, requirements and processes. My responsibilities also include defining, implementing and driving best operating practices for the distribution channels from an advice perspective. Identification and addressing potential advice risks in the channels is key responsibility. To mitigate advice risks involves determining the accreditation and assessment hurdles for sales advisers and ensuring adherence to these standards. I am also consulted to provide sign-off for adviser and customer communication sign off. My previous role was as a Legal Advisor Manager responsible for legal advice in KwaZulu-Natal for the three Distribution Channels of Old Mutual viz. Broker Distribution, Personal Financial Advice and Agency Franchise Distribution. I led a team of professionals in the province in providing financial planning advice to both financial planning intermediaries and clients. Our aim was to ensure that the advice provided is legally and technically sound and is in the best interests of clients.I am an Admitted Advocate of the High Court of South Africa.I have the following academic qualifications:1. Masters in Business Administration – University of KwaZulu-Natal2. Bachelor of Law degree (LLB) – University of KwaZulu-Natal3. Bachelor of Social Science degree (B.Soc.Sc) – University of KwaZulu-Natal4. Postgraduate Diploma in Financial Planning (CFP)– University of Free State5. Advanced Postgraduate Diploma in Financial Planning – University of Free State6. Certificate in Compliance Management (cum laude) – University of JohannesburgIn my previous two positions, I administered deceased estates from start to finish, Liaised with the Master of High Court, Receiver of Revenue and other stakeholders and completed Liquidation and Distribution Accounts and tax returns. In current role I provide written and verbal advice on estate, investment, retirement, tax and business planning, drafting Wills, peruse and provide commentary on trusts. conduct legal, technical and marketing client presentations on financial planning topics, author published articles and attend monthly Regional Management meetings.

Listed skills include Investments, Insurance, Retirement Planning, Retirement, and 46 others.

Current workplace

Keith Peter's current company

Company context helps verify the profile and gives searchers a useful next step.

Old Mutual South Africa
Old Mutual South Africa
Advice Manager
sandton, gauteng, south africa
Website
oldmutual.co.za
Employees
8253
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6 roles

Keith Peter work experience

A career timeline built from the work history available for this profile.

Legal Advisor Advanced Manager, Broker Distribution, Kzn, Personal Financial Advice, Kzn & Ec,

Old Mutual South Africa

KwaZulu-Natal & Eastern Cape

Management of regional legal support for a designated region - Broker Distribution, KZN, Personal Financial Advice, KZN & EC & Agency Franchise Distribution, KZNManagement, recruitment, training and mentoring of a team of legal advisorsProvide legal advice to brokers/ financial advisors with regard to estate planning, retirement planning, and investment.

Oct 2015 - Jul 2022

Legal Advisor, Advanced

Old Mutual

Durban Area, South Africa

Duties and ResponsibilitiesProvide written and telephonic legal advice in respect estate, retirement, investment planning and tax issues to financial plannersDrafting of business assurance agreements, estate and retirement planning reports for financial plannersResearch and provision of written and verbal advice in respect of changes affecting the.

Jan 2005 - Aug 2023

Senior Estates Officer

Standard Executors And Trustees

Duties and ResponsibilitiesAdministration of deceased estatesDrafting of Liquidation and Distribution Accounts and Sale AgreementsCompletion of Income Tax ReturnsAchievement of monetary budgets in respect of executors feesLiaising with conveyancers in respect of property transactions (transfers, sales and bond substitutions)Liaising with the Master of the.

Jul 2003 - Jan 2005

Estates Administrator

Absa Trust

Duties and ResponsibilitiesAdministration of deceased estatesDrafting of Liquidation and Distribution AccountsCompletion of Income Tax ReturnsLiaising with conveyancers in respect of property transactionsLiaising with the Master of the High Court, SARS and other relevant parties

Sep 1995 - Jun 2003

Temporary Teller

Permanent Bank

Duties and ResponsibilitiesCash and cheque withdrawals and depositsEnquiries (face-to-face and telephonic)Cross selling of products and referrals to financial advisors

Jul 1992 - Aug 1995
Team & coworkers

Colleagues at Old Mutual South Africa

Other employees you can reach at oldmutual.co.za. View company contacts for 8253 employees →

NN Nkanyezi Ngwane Nkanyezi Ngwane Colleague at Old Mutual South AfricaDurban, KwaZulu-Natal, South Africa, South Africa View → SH Shanaaz Hoosain Shanaaz Hoosain Colleague at Old Mutual South AfricaCape Town, Western Cape, South Africa, South Africa View → JW Jason Williams Jason Williams Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa, South Africa View → SK Savanna Katz Savanna Katz Colleague at Old Mutual South AfricaKimberley, Northern Cape, South Africa, South Africa View → AM Asanda Maqwelane Asanda Maqwelane Colleague at Old Mutual South AfricaCity Of Cape Town, Western Cape, South Africa, South Africa View → OM Odwa Mangolothi Odwa Mangolothi Colleague at Old Mutual South AfricaCity Of Cape Town, Western Cape, South Africa, South Africa View → JG Justine Geyer Justine Geyer Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa, South Africa View → AR Anele Rodolo Anele Rodolo Colleague at Old Mutual South AfricaO.R. Tambo, Eastern Cape, South Africa, South Africa View → NS Nthabeleng Sejosengoe Cima Adv Dipl Ma Nthabeleng Sejosengoe Cima Adv Dipl Ma Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa, South Africa View → BM Bongiwe Mini Bongiwe Mini Colleague at Old Mutual South AfricaCape Town, Western Cape, South Africa, South Africa View →
10 education records

Keith Peter education

Masters In Business Administration (Mba), General Studies

University Of Kwazulu-Natal

Business Management, Human Organisational Behaviour, Financial Accounting, Marketing Management, Management Information Systems.

Management Advanement Programme, Management Advancement Programme

University Of The Witwatersrand

Human Resources, Finance for Non-Financial Managers, Economics, Strategy, Operations Management

Advanced Diploma, Financial Planning

2006 - University Of Free State

Postgraduate Diploma in Financial Planning Advanced Postgraduate Diploma in Financial Planning

Post Graduate Diploma, Financial Planning

2002 - University Of Free State

Postgraduate Diploma in Financial Planning

Advanced Diploma, Estate And Financial Planning

Institute Of Bankers

Diploma in Treasury Management and Trade Finance Advanced Diploma in Estate Planning

Candidate Attorney Articles, Candidate Attorney Articles

University Of Natal, Durbanschool For Legal Practice

Candidate Attorney

Bachelor Of Law Degree, Law

University Of Natal

Bachelor of Social Science Bachelor of Law Masters in Business Administration

Bachelor, Social Science

University Of Natal

Bachelor of Law (Honours)

Matric, English, Afrikaans, Mathematics, Physical Science, Biology, History

Gandhi Desai Secondary School

Secondary school - Grade 8 to 12

FAQ

Frequently asked questions about Keith Peter

Quick answers generated from the profile data available on this page.

What company does Keith Peter work for?

Keith Peter works for Old Mutual South Africa.

What is Keith Peter's role at Old Mutual South Africa?

Keith Peter is listed as Advice Manager at Old Mutual South Africa.

What is Keith Peter's email address?

AeroLeads has found 1 work email signal at @oldmutual.com for Keith Peter at Old Mutual South Africa.

Where is Keith Peter based?

Keith Peter is based in Durban, KwaZulu-Natal, South Africa while working with Old Mutual South Africa.

What companies has Keith Peter worked for?

Keith Peter has worked for Old Mutual South Africa, Old Mutual, Standard Executors And Trustees, Absa Trust, and Permanent Bank.

Who are Keith Peter's colleagues at Old Mutual South Africa?

Keith Peter's colleagues at Old Mutual South Africa include Nkanyezi Ngwane, Shanaaz Hoosain, Jason Williams, Savanna Katz, and Asanda Maqwelane.

How can I contact Keith Peter?

You can use AeroLeads to view verified contact signals for Keith Peter at Old Mutual South Africa, including work email, phone, and LinkedIn data when available.

What schools did Keith Peter attend?

Keith Peter holds Masters In Business Administration (Mba), General Studies from University Of Kwazulu-Natal.

What skills is Keith Peter known for?

Keith Peter is listed with skills including Investments, Insurance, Retirement Planning, Retirement, Estate Planning, Financial Planning, Corporate Finance, and Tax.

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