Key Individual of Power Brokers
Letter of Introduction:
Shakthinand Bunwarie
Certified Financial Planner®
Professional of the
Financial Planning Institute
License Number : 199602219
CEA
(EAAB)
Commissioner of Oaths
Has 28 years experience in Financial Services and is competent in the
following areas:
- Advanced Financial Planning
- Income Tax Planning
- Business Assurance
- Legislation and Regulations
- Short Term Insurance
- Investment Planning
- Estate Planning
- Retirement Planning
- Property Sales and Service
Fully mandated and licensed by the Financial Services Board to market all
Financial Service Products from the List of Approved Suppliers to implement the
above financial planning.
Shakthi Bunwarie Financial Services cc Trading as Power Brokers and Financial
Services carries professional indemnity insurance that is underwritten by
NEDBANK Fidelity Insurance.
Power Brokers and Financial Services is a subsidiary of Shakthi Bunwarie
Financial Services cc ck 2000/032587/23 and is remunerated on commissions and
fees received from investments and products marketed from the list of Approved
Product Suppliers and from professional advice given as per FSB License Number
9635. We do not hold more than 10% interest in any of our Product Suppliers and
currently receive more than 30% of our total remuneration, fees or commissions
from Liberty Life and Momentum Life.
Compliance Officer: Adv. D. Opperman B.A. LLB (UNIV. of Natal)
Cert.Comp.Man
3 Brabham House, Garlicke Crescent, Ballito
Tel:
032-946 2921
Fax: 032-946 2225
E-mail: info@nationalcompliance.co.za
FAIS
OMBUDSMAN
Postal Address : P.O.Box 74571, Lynnwood Ridge, 0040
CUSTOMER CARE DIVISION
0860FAISOM (0860 324
766)
Tel: +27 12 470 9080
Fax: +27 12 348 3447
E-mail: info@faisombud.co.za
Personal Contact Details:
Email: shakthi@powerbrokers.co.za
|