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Simon King, Cfp® is listed as Certified Financial Planner at Donsure at Donsure, a company with 6 employees, based in Port Elizabeth, Eastern Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Simon King, Cfp®.
Simon King, Cfp® previously worked as Certified Financial Planner at Donsure and Client Portfolio Manager at Investonline. Simon King, Cfp® holds Re 01 Exam (Key Individuals), Financial Advice from Financial Services Board.
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Simon King, Cfp® is a Certified Financial Planner at Donsure at Donsure. He possess expertise in retirement planning, investments, insurance, personal finance, strategic financial planning and 11 more skills.
Listed skills include Retirement Planning, Investments, Insurance, Personal Finance, and 12 others.
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Port Elizabeth
Independent Certified Financial Planner with Individual clients across the country providing holistic financial advice.Solutions and advice which include:- Unit Trust Investments- Retirement Planning * Including (Retirement Annuities, Pension/Provident Preservation Funds, Living Annuities)- Tax Free Savings Accounts- Tax Planning regarding Investments.
Constantia, Cape Town
I am responsible for managing the Unit Trust Investments of existing clients as well as advising new clients on their investment strategies. I advise new clients on their investment strategy by assessing their risk profile as well as goals and objectives, which assists in selecting appropriate unit trust funds. While following this process, the current.
I am working at Liberty Life as a Financial Adviser where I assist individuals with their Financial Planning.In order to provide professional Financial planning, I Meet with potential clients, in order to fully understand that person's financial situation. This includes assessing their financial and other wealth objectives, their income requirements, risk.
BComm Financial Accounting Postgraduate Diploma in Financial Planning
Matric
Certified Financial Planning Board Exam
Certified Financial Planner
Acquired through the Financial Planning Institute
Quick answers generated from the profile data available on this page.
Simon King, Cfp® works for Donsure.
Simon King, Cfp® is listed as Certified Financial Planner at Donsure at Donsure.
Simon King, Cfp® is based in Port Elizabeth, Eastern Cape, South Africa while working with Donsure.
Simon King, Cfp® has worked for Donsure, Investonline, Liberty Life Insurance Public Company Ltd, and Essentially Sports Marketing.
You can use AeroLeads to view verified contact signals for Simon King, Cfp® at Donsure, including work email, phone, and LinkedIn data when available.
Simon King, Cfp® holds Re 01 Exam (Key Individuals), Financial Advice from Financial Services Board.
Simon King, Cfp® is listed with skills including Retirement Planning, Investments, Insurance, Personal Finance, Strategic Financial Planning, Budgets, Wealth Management, and Financial Analysis.
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