FLORIDA PARK FINANCIAL ADVISOR

DEWALD VREY
 Dewald Vrey
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 A/h, Roodpoort, 1709
See Map
GPS -27.917633, 26.146424
FSP Licence 16711
Languages not specified
Email
Tel 011-954-0911
Cel 082 2533569
Fax 0866 044 176.
Website http://www.hemispherebrokers.co.za
Qualifications

Qualifications
National Diploma in Unit Trusts (now Collective Investment Schemes) - Boston City Campus (A.A.UT.) Level 2 (2001)
RPL - Unisa - 2004- Life Insurance A

In-house insurance courses:
Sanlam:- Retirement & Investment Planning, Business Assurance, Counselor Selling, Personal Assurance Planning - Phases 1 - 3
Southern Life:- Initial Phase

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.

SERVICES
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

  • Trusts: Inter vivos and policy trusts
  • Tax Services

  • COMPANIES REPRESENTED


    OTHER COMPANIES REPRESENTED

    EXPERIENCE

    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.
     

    BUSINESS PRACTICES
    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
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS