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Financial Advisor | Broker Cape Town

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Contact a Financial Advisor, Western Cape, Cape Town


Lesyl Potgieter

FSP Licence 5711 Physical Address 21st Floor Telkom Towers Standard Bank Centre 2 Hertzog Boulevard Foreshore Email Telephone (021) 443-6880 Cellphone 083 646 9818 Qualifications Certified Financial Planner (CFP) with completed Post- Graduate Diploma in Financial Planning Law (PGFP) - University of the Free-State (2009). FSB Regulatory Exams (RE)-level 1: passed (2011) for KI (key-individual RE01) & Representative (RE05). Qualified Chartered Accountant CA(SA) (2000). SAICA member (since 2002) & CFP member of FPI (since 2010). BCompt Hons & CTA (Certificate in Theory of Accountancy) - Unisa (1997). BComm (Accounting Science) - University of Pretoria (1995). Matric (A) - University exemption (1992): Pretoria-East. Background & Prior to joining the Advisory (FAIS) Industry: Completed auditing-articles in 2000 (PwC/Pretoria & Grant Thornton experience Kessel Feinstein/Cape Town) to qualify as a CA(SA): Work in fiinancial management for over 8 years in various business finance roles in SA (Investec, BP, Santam, SAB, Stanlib & Ster-Kinekor); Overseas contract assignments at JP Morgan (London) & at the Walt Disney Co. (Los Angeles). Was appointed as a Trustee of a Family Trust (2006) and decided to become a professional financial planner to serve in an advisory capacity in the financial services industry. Joined Sanlam in 2008 to become FIAS accredited financial advisor. Passed full PDFP (''CFP'' for FPI Board assessment exam) in 2009. Professional Financial Planner Advise services experience gained in the Life insurance industry: All Sanlam Life Long-term insurance Products (incl. Cobalt for Professionals / Business Owners) LISP (Collective Investments) Glacier (Investment portfolio platform) Financial Needs Analysis, overview on personal current Investment portfolio and written proposals. Specialised in Investment Management with relevant experience as a wealth advisor and investment planner. Were previously employed by a reputable independent Broker firm, Brenthurst Wealth Management (BWM, head: Magnus Heystek) from 02/2010 - 07/2012. Appointed as a Senior Investment Advisor & Planner to head up the Cape Town office for BWM. Specialised services include: Investment Planning, Retirement Planning, Offshore Investments, Tax Planning, Estate Planning (Wills & Trusts). Important note: I have terminated my employment contract (25/07/12) with Brenthurst Wealth Management and are no longer connected to BWM. Strive to become a truly Independent Investment Advisor & self-employed. Continuing to create strategic business partnerships (SBP) with like-minded, trustworthy business professionals. Expand network & relationships with experienced and qualified Investment (incl. Research and Risk Management) professionals to serve the Public's interest and to enhance the professions reputation and standards in aim to provide unbiased & transparent advice to private clients. To operate from a private, owner-managed, FSB approved licensed practice in the future: Sasfin Financial Planner, part of Sasfin Wealth - Cape Town. Independent Investment Advisory & Financial Planning Services: Qualified & relevant experienced CA(SA) with CFP (FAIS-Advisor) have a professional affiliation to a nationwide network of independent wealth management specialists. Through collectively sharing expertise and resources for ongoing support, clients are assured of service levels and quality advice that has integrity and transparency as its main aim. Investment returns of the targeted return strategies can be enhanced by pooling investments under management to enable individual Financial Planners belonging to Sasfin's network to negotiate favourable fee structures for their clients with various product suppliers. Top independent intermediaries affiliated with individual wealth management advisory practices that are approved by the FSB to offer trusted, licensed advice & intermediary services. Able to offer reduced total expense ratio (TER) to benefit the client's position. To further enhance the performance of simple but sound solutions to clients, the Investment portfolio of funds are constructed together with ongoing consultation and input from an independent asset management consultation firm?s teams expertise and resulting research to support specialist recommendations of targeted return strategies (inflation plus 3/5/7%-portfolios) to meet a client’s investment goal. Services Life and Disability Assurance Retirement Planning Investment Planning Business Assurance Companies Practices Minimum Levels of business accepted Recurring monthly: R   1 000 Lump Sum: R       100 000 Remuneration Fee Only Indemnity insurance Yes R 50 000 000 More than 30% of income from one company No Additional Clients can trust my ability to assist them with specific financial matters and relevant investment advice as my qualification and experience backs the sound and independent advice I always aim to give. I adhere to the principles in the Codes of Ethics as prescribed by both the 'FPI' (Financial Planning Institute - as a professional CFP member) and of 'SAICA' (South African Institute of Chartered Accountants) which stipulates that I must always enable clients to make an informed decision and serve standards that demands that my clients interest will always come first. Lesyl Potgieter CFP® CA(SA) Financial Planner Sasfin Financial Advisory Services (Pty) Ltd E-mail: Tel: (+27) (21) 443-6880 Cell: (+27) 83 646 9818 Fax: (+27) (086) 557 5784 Post: P O Box 7520, Roggebaai 8012 21st Floor Telkom Towers, Standard Bank Centre 2 Hertzog Blvd, Foreshore, Cape Town, 8001.

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Western Cape Cape Town     8005 Life Insurance information, calculators & quotes Pre- & post retirement information, calculators & quotes Investment information, calculators & quotes Business Insurance information Last Will & Testament information, calculators & application Short-term insurance information & quotes Medical Scheme information & comparitive quotes Gap Cover information & application Home Loan information, calculators & application at ABSA, FNB, Nedbank & Standard Bank Contact an financial services advisor | broker | planner AFR Cape Town     8005