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| MEMBER SINCE | 2006 |
| Firm | D Vrey - Authorised Financial Services Provider |
| Suburb | Florida Park |
| Address |
Units 4-5, Upper Level, Roodepoort Medicross,
Princess Crossing,
54 Ontdekkers Road,
Princess ParK,
Roodepoort, 1709
See Map |
| GPS | -27.917633, 26.146424 |
| FSP Licence | 16711 |
| Languages | English (in order of proficiency) |
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| Tel | 011-954-0911 |
| Cel | 082 2533569 |
| Fax | 0866 044 176. |
| Website | http://www.hemispherebrokers.co.za |
| Qualifications | |
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Qualifications Member of FPI- Financial Planning Institute. Certified Estate Agent South African Institute of Financial Markets (SAIFM)-Successfully completed Registered Person's Exam - Equities SAIFM- Equity Trader's Exam-Issued by J.S.E- completed. University of the Free State: Postgraduate Diploma in Financial Planning- incomplete: 3 out of 4 subjects passed. Yale University in Assoc with Coursera: Financial Markets-completed- short course. University of Geneve in Assoc with Coursera: Understanding Financial Markets- completed-short course. H.E.C Paris in Assoc with Coursera: Investment Management in a Volatile &Evolving World- completed- short course. Indian Institute of Management Bangalore in Assoc with EDX: Introduction to Investments-completed-short course. New York Institute of Finance in Assoc with EDX- Understanding the FED- short course-completed. Shaw Academy-Academy of Financial Trading- Foundation Trading Programme-completed. Busy with: University of Columbia in Assoc with Coursera: Financial Engineering & Risk Management. Busy with: SAIFM- Derivatives. |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Investment Portfolio Structuring & Monitoring in line with client needs/circumstances/market conditions along " The All Weather Portfolio Philosophy."OTHER SERVICES
OTHER COMPANIES REPRESENTED
My career goes back to May '95 - Sanlam and Southern Life. At Sanlam I was unit trust champion in my region for a long period. That's when I realised my passion and flair for structuring investment portfolios and solutions for clients.
Portfolio structuring is very much a blend of art and science, and client, market and offering variables all need to be considered.
Risk profiling and monitoring is ongoing and non-negotiable.Values are communicated back to clients by e-mail, fax, sms and telephone.
The All Weather Portfolio
I will construct a portfoilio for ALL market conditions, regardless of market direction. More than 90% of client monies are structured according to this philosophy.
My business is to grow your money, so that my practice can also grow.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | unknown |
| Number of staff | 2 |
| Indemnity insurance | Insurance: yes Value: R1500000.00 |
