MENLYN FINANCIAL ADVISOR

BOBBY WARNOCK
 Bobby Warnock
Firm Liberty Group LTD
Suburb Menlyn
Address 87 Frikkie de Beer Street, Menlyn, Pretoria, 0081
See Map
GPS -28.278470, 25.783441
FSP Licence 2409
Languages English (in order of proficiency)
Email
Tel 0829548965
Cel 0829548965
Qualifications
National Certificate in Wealth Management (Milpark Business School)
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Everything I Do, I Believe in Positively Changing The Course Of My Clients Wellbeing, Financially.

OTHER SERVICES

Will and Trusts, Property Insurance against Death and Disability, Medical Gap Cover, Short Term Insurance (Referred to Partner)

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

Financial Advisor - 2013 - current

ABOUT FIRM

Becoming a financial advisor in Nov 2013 has always been a passion of mine and a calling for me. In my personal life I was directly impacted by the loss of the breadwinner for the family, because of the measures put in place for an unforeseen circumstance such as this I was able to receive the education I did which was the fundamental backing I needed as a child. I have been passionately helping families to make the same provisions for their partners and children in the unfortunate event that directly impacts the future of those close.

Everyone’s economic and life situation is unique, I keep that in mind when providing professional financial advice. I believe that a personalsied service is essential when matching my clients with the correct financial plan. I am dedicated to learning about your personal goals and looking after your financial portfolio by building a plan focused on your specific needs. Whether your current goals involve purchasing a new home, financing a child’s education or planning for retirement, I work tirelessly to help you make the best financial decisions with your money.

In conclusion, my mission is to assist my clients in making smart investment and financial decisions through a professional relationship based on uncompromising Integrity, Trust and Personalised Service.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Commission only
Legal structure of employer Listed Company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R1500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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