NORTHCLIFF FINANCIAL ADVISOR

TIMOTHY ROSS
 Timothy Ross
Firm Liberty Life
Suburb Northcliff
Address 9 Bernhard Street Darrenwood
See Map
GPS -28.035773, 26.191339
FSP Licence 2409
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0115587758
Cel 0732425582
Fax 0866487745
Website www.investyourbucks.co.za
Qualifications

Certified Financial Planner

 

- NQF 8 - Postgraduate Diploma In Financial Planning
- NQF 6 – Advanced Certificate in Financial Planning – 125 Credits
- NQF 5– Wealth Management Qualification– 120 Credits

First Level Regulatory Examination

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Retirement and Lump Sum Investments

OTHER SERVICES

Unit Trusts, Gap Cover, Wills, Income Prortection and Dread Disease Cover.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Stanlib
Companies through which more than 30% of income is derived:
Liberty Life

EXPERIENCE

15 years experience within the financial sector with a focus on customer service, integrity and quality financial advice

Core responsibilities:

  • Providing professional and personalised financial advice to clients.
  • Conducting in depth financial planning for individuals and groups
  • Understanding a clients risk profile when it comes to investing
  • Quoting clients on specific needs in respect of investments, unit trusts, retirement annuities, life annuities, living annuities, education policies, life cover, disability, dread disease, medical aid and income disability.
  • Providing excellent customer service to existing clients to ensure peace of mind.
  • Making sure all administration procedures are up to date.
  • Keeping up to date with industry knowledge to ensure financial success to all clients.
Additional responsibilities:
  • Ensure clients financial freedom
  • Listen to clients needs and provide accurate solutions for an individual which they may have when it comes to planning their financial futures and ensuring peace of mind.

ABOUT FIRM

Liberty Life is authorised financial services provider.

 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R1000.00
Remuneration Commission only
Legal structure of employer unknown
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R5000000.00
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WHERE THIS FINANCIAL ADVISOR IS BASED
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