IVAN BERNARD DOWN - PRINCIPAL / KEY INDIVIDUAL Ivan Down is an Independent Financial Planner, who holds a Higher National Diploma in Accounting and Business Administration, as well as his Post Graduate Diploma in Financial Planning through University Of Free State Achieving CFP professional Status. Ivan has been practicing as a Financial Planner for 15 years prior to which he had gained 10 additional years industry experience. Ivan is knowledgeable in producing advice and providing service on the following disciplines: Retirement Planning, Employee Benefits, Estate Planning, Investment Planning (including Offshore), Business Assurance, Wills and Trusts, Tax Planning, Advice on Banking and Risk Planning as well as Short Term Personal and Commercial Lines.
COMPLIANCE DETAILS Our compliance officer: Advocate Daniel Opperman National Compliance CC Practice Number 1307 Tel: 032 946 2921/49 Mobile: 083 675 3107 e-mail: danielo@nationalcompliance.co.za 3 Brabham House ,Crowthorne Corner ,Garlicke Cresent ,Ballito
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An Authorised Financial Services Provider FSP 17634
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