|Firm||D Vrey - Authorised Financial Services Provider|
Units 4-5, Upper Level, Roodepoort Medicross,
54 Ontdekkers Road,
|Languages||English (in order of proficiency)|
|Fax||0866 044 176.|
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.
|Life and Disability|
FOCUSInvestment Portfolio Structuring & Monitoring in line with client needs/circumstances/market conditions along " The All Weather Portfolio Philosophy."
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
|Legal structure of employer||unknown|
|Number of staff||2|
|Indemnity insurance||Insurance: yes