CENTURY CITY FINANCIAL ADVISOR

DARREN ROBERTSON
 Darren Robertson
Firm Opes Wealth (PTY) Ltd
Suburb Century City
Address Spaces Century City, No 1 Bridgeway Road, Bridgeways Precinct, Century City, 7441
See Map
GPS -18.504129, 33.893358
FSP Licence 48330
Languages English, Afrikaans. (in order of proficiency)
Email
Tel 0218305501
Cel 0823782123
Website www.opeswealth.co.za
Qualifications
ND-Marketing
Post Graduate Diploma - Financial Planning - CFP
Associate of the Institute of Financial Markets - AIFM
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Full spectrum of Financial Planning, specialising in Estate Planning and Risk as well as Investments.

OTHER SERVICES

Wills & Trusts, Gap Cover.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Stanlib, Zestlife, Stratum.

EXPERIENCE

After 14 years with The Liberty Group, I fulfilled a career long dream of launching my own independent financial advisory practice that is fully client centric.

With the advent of the Retail Distribution Review (RDR) and Treat Customer Fairly (TCF) I felt that now more than ever it was the right time to launch an independent financial advisory firm, and that is what Opes Wealth is.

I have my Post Grad in Financial Planning from The University of The Free State, I am a Certified Financial Planner (CFP), which is the highest attainable qualification in the industry, I am a member of The Financial Planning Institute (FPI) as well as a Founding Member of The South African Independent Financial Advisors Association (SAIFAA), and an Associate of The Institute of Financial Markets (AIFM).

I am an Accredited Health Care Broker with The Council for Medical Schemes. Due to the fact that I am a Registered Tax Practioner, my clients receive advice and planning strategies which are tax efficient.

ABOUT FIRM

"Opes" is the Latin for Riches, Wealth, Abundance or Means. Opes Wealth is an independent financial advisory firm that puts the requirements of the clients at the forefront of our interaction. Opes Wealth was founded by Ingrid Farmer and Darren Robertson. At Opes Wealth we aim to create and preserve the wealth of our clients by tailor making solutions for each client.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R500000.00
Recurring monthly: R1000.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R4500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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