HEIDELBERG FINANCIAL ADVISOR

Mr PETER MCINTYRE
Mr Peter McIntyre
MEMBER SINCE 2005
Firm SANMAC TRUST
Suburb HEIDELBERG
Address 27 MERZ STREET, Heidelberg,1438
See Map
GPS -28.365154, 26.488243
FSP Licence 13462
Languages not specified
Email
Tel 341 2146/7
Cel 0825524992
Fax 349 1052
Qualifications
TOD
COURSE 3 SANLAM
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

ESTATE PLANNING, RETIREMENT PLANNING, LIFE AND DISABILITY ASSURANCE
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

FMI
RESOLUTION HEALH
PATHFINDER
SELFMED
OXYGEN
Companies through which more than 30% of income is derived:
Sanlam

EXPERIENCE

  • STARTED IN 1973
  • MANAGER WITH SANLAM UNTIL 1983
  • STARTED BROKING IN 1983
  • 7 TIMES DIAMOND AWARDS WITH SANLAM
  • TOP 60 AT OLD MUTUAL
  • TOP 100 AT SAGE

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R150.00
Remuneration Commission only
Legal structure of employer Close Corporation (cc)
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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