RANDPARK RIDGE FINANCIAL ADVISOR

DUNCAN FRASER
 Duncan  Fraser
Firm DBF Financial Planning & Wealth Solutions CC
Suburb Randpark Ridge
Address 66 Monkor Dr, Randpark Ridge, JHB, 2169
See Map
GPS -27.960420, 26.109786
FSP Licence 37885
Languages English (in order of proficiency)
Email
Tel
Cel 0829004749
Fax 0865459247
Website www.dbfgroup.co.za
Qualifications
I am a Certified Financial planner
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Investments, Life Assurance, disability cover, dread disease, offshore investments, keyman assurance, business assurance, pension funds and provident funds.
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Stanlib, Brightrock, Fedgroup
Companies through which more than 30% of income is derived:
Liberty and Stanlib

EXPERIENCE

I have close to 30 years experience in the financial planning industry after starting as an agent at Liberty Life in 1988 and then becoming a broker in 1990 for a corporate brokerage thereafter starting DBF Financial Planning and Wealth Solutions at the end of 2008 (beginning of 2009) .

ABOUT FIRM

DBF Financial Planning & Wealth Solutions Cc, is an independant financial planning practice focussing on all aspects of Life assurance (Personal & Business) and Investments (local and Offshore). Employee benefits including Pension and Provident Funds

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R500.00
Remuneration Fee OR commission
Legal structure of employer Close Corporation (cc)
Number of staff 2
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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