DURBAN FINANCIAL ADVISOR

CEDRICK MVELASE
 Cedrick Mvelase
Firm OldMutual Agency Franchise- CM Investments Pty Ltd
Suburb Durban
Address 407 Anton Lembede Street ( smith street before), Shop 7B ground floor, Salmon Groove Chambers, Durban central, 4001 4001
See Map
GPS -31.020204, 29.860210
FSP Licence 703
Languages IsiZulu, English  (in order of proficiency)
Email
Tel 031 3010582
Cel 0827668587
Fax 0313010582
Website www.cminvestments.co.za
Qualifications
- I have a Bcom Degree from UKZN, majored in Investment and Econometrics
- RE certificate
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Short-term insurance
Business Assurance
Group Schemes

FOCUS

All Investments types, All Pension Funds advice, Life Cover, Wills drafting, Funeral Plans, Retirement planning, Tax saving plans, Bond cover

OTHER SERVICES

Specialise in Intergrated Wealth Solutions within Old Mutual Wealth Plan

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

Worked as an advisor for the following companies in the past 11 years . from first to last current company AIG LIFE SA; Metropolitan, Old Mutual PFA, Private Wealth and Nedbank Financial Planning and Old Mutual

ABOUT FIRM

Old Mutual is a trusted brand and has many years of providing excellent advice to clients

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R350.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 3 - 5
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.