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David Klatzkin
Independent Financial Planner at Oracle Broker Services (Pty)
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Work Experience
Independent Financial Planner
Mar 2024 - Present · 9 months
Mar 2022 - Mar 2024 · 2 years
Pmb Specialist/Claims Consultant
May 2015 - Mar 2024 · 8 years and 10 months
Corporate Health Manager (Chm) Mentorship Programme
Mar 2022 - Aug 2022 · 5 months
Company Details
We began doing what we do in August 2006 and have since built a team of over 100 independent financial planners, some of whom are contracted to Kestrel – an Oracle subsidiary that functions as a Liberty Life affiliate. We are a force to be reckoned with within the South African Financial Services industry. We have 30,000 clients on our books, manage over 60 retirement funds and look after an estimated R2-billion of our clients’ investments. FSP License No. 28418.
Year Founded
2006
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
2 3rd Avenue Johannesburg, Gauteng 2190, ZA
Keywords
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