DOCUMENTATION
Deon Louw
Senior Financial Adviser, CFP® CIPM®
Wealth & Risk Division
Experience & Qualifications
Deon has experience in the rendering of advice and intermediary services the industry since 2001 and holds the following qualifications:
- BCom Financial Management
- Postgraduate Diploma in Financial Planning
- Advanced Postgraduate Diploma in Investment Planning
- Certificate in Investment Performance Measurement
Licence Categories
CATEGORY I
Long-Term Insurance subcategory A
Long-term Insurance subcategory B1
Long-Term Insurance subcategory B2
Long-term Insurance subcategory B2-A
Long-term Insurance subcategory B1-A
Long-term Insurance subcategory C
Long-Term Insurance subcategory
Retail Pension Benefits
Pension Funds Benefits
Shares
Participatory interests in a collective investment scheme
Short-Term Insurance Personal Lines
Short-Term Insurance Personal Lines A1
Short-Term Insurance Commercial Lines
Health Service Benefits
Long-term Deposits
Short-term Deposits
CATEGORY II
Long-term Insurance subcategory B1
Long-term Insurance subcategory B2-A
Long-term Insurance subcategory B1-A
Long-term Insurance subcategory C
Long-term Insurance subcategory B2
Retail Pension Benefits
Pension Funds Benefits
Long-term Deposits
Short-term Deposits
Participatory interests in one or more Collective investment schemes