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Elodia Menezes
Administrator Cum Paraplanner at Acuma Independent Financial Advice
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Work Experience
Administrator Cum Paraplanner
Aug 2014 - Present · 10 years and 4 months
Administrator
Feb 2011 - Mar 2014 · 3 years and 1 months
Team Leader - Telesales - Retails Department
May 2009 - Sep 2010 · 1 years and 4 months
Company Details
Established in 1999, Acuma has gone from strength to strength and is now one of the most recognised and respected providers of financial planning solutions in the Gulf region. With a head office in Dubai a branch office in Abu Dhabi, and licensed by both the Central Bank of the United Arab Emirates and the UAE Ministry of Economy, Acuma consultants are able to provide a comprehensive review of your financial situation. Acuma is one of the most recognised and respected providers of financial planning solutions in the Gulf region. We deliver world class financial planning via licensed, properly registered and highly qualified financial consultants. Being totally independent, we are able to source solutions from the whole marketplace - ensuring our clients receive the most appropriate advice and products for their needs. We have advisers from many countries (including but not limited to Europe, Australia and South Africa) - all advisers are 'home country qualified' financial planners, with many years experience.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services
HQ Location
1 Sheikh Zayed Road H Hotel, Office Tower Dubai, AE
Keywords
Protection (Life/Critical Illness/Income/Health)Savings (School fess/Retirement/House purchase etc)Lump Sum / Portfolio managementand Corporate Advice - Employee Benefit Counselling
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