CENTURION FINANCIAL ADVISOR

DOROTHY ROUX
 Dorothy Roux
Firm Succession Financial Planning (Pty)Ltd
Suburb Centurion
Address 19 Frikkie de Beer str, Menlyn, Pretoria
See Map
GPS -28.283317, 25.785857
FSP Licence 41156
Languages English (in order of proficiency)
Email
Tel 0124714909
Cel 061 7793303
Website www.sfpadvice.co.za
Qualifications
NQF 4 in Commercial  and personal Short term Insurance. NQF 6 in Business Management obtained at GIBBS University. RE5 FIAS accreditation.
SERVICES
Medical schemes
Short-term insurance
Business Assurance

FOCUS

I have 25 years experience in commercial and individual insurance. I also have vast experience in the banking industry .
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

All major short term insurers in South Africa ie. AIC, M&F, Santam, CIB, One Sure, CIA, CTU, Guard Risk, Bright Rock

EXPERIENCE

I started my career in 1994 with one of the leading brokerage companies in South Africa.  During my 25 years in this Company I have build vast experience in my field of knowledge, obtained several awards as a Manager and achieved great success in managing people.  I have build lasting relationships with all the major stakeholders in the Industry which allows me to obtain the best product for my clients .

 

ABOUT FIRM

  SFP is an independant financial  services provider looking to grow a professional practice while offering holistic advice to their clients.

 We strive to provide  complete independent advice to our clients and to source the most appropriate solutions from multiple product providers accredited with SFP.

SFP focus on creating strategic partnerships with organizations and their clients to find ways to add recprocal value to all concerned. We are authentic and transparent through out our dealings with our clients  and understand their needs and concerns.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R800.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R20000000.00
LATEST NEWS AND VIEWS

Looking for a qualified Financial Adviser with years of experience?  

In doubt that you are correctly insured and that you have the correct product?

I will gladly assist you with a non-obligation quote and discuss your current insurance portfolio.

 

 

 

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