WALMER FINANCIAL ADVISOR

Mr DARRYL HARRISON
Mr Darryl Harrison
MEMBER SINCE 2006
Firm DHA Financial Services
Suburb Walmer
Address 114 Prospect Road, Walmer, Port Elizabeth 6070
See Map
GPS -25.58939, 33.969986
FSP Licence 6825
Languages not specified
Email
Tel 581 0578
Fax 581 0579
Website www.dhaonline.co.za
Qualifications
B Comm, CFA(SA), AFP
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Accountants & Financial Planners

OTHER SERVICES

Monthly accounting, annual accounting, payroll, business consulting, tax consulting, entity registrations, secretarial services, administration of deceased estates and wills.

COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

Altrisk, Auto & General, Barclays, BOE, Bonlife, HSBC, Insight Investments, Invesco, Irish Life, Mcubed, Mutual & Federal, Nedgroup Investments, Odyssey, OMFMG, OM Int, Ovation, Policylink, PSG, RMB, S A Eagle, Sasfin, Stanlib.

EXPERIENCE

33 years in the Financial Services Industry and have experience in the following areas: Business consulting, planning and structuring; accounting; taxation; life assurance; business assurance; retirement planning; estate planning; financial planning; employee benefits, administration and planning of estates and short term insurance.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R500.00
Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R1500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.