| Firm |
Tebazile Wealth Management |
| Address |
48 7th Ave, Newton Park, Port Elizabeth, 6055 |
| Languages |
Afrikaans, English (in order of proficiency) |
| Qualifications |
Post Graduate Diploma in Financial Planning |
| Financial Advisors Fields of Specialisation |
Certifitied Financial Planner who provides all-round financial advice |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance
|
Charmaine started
in the industry as a short term broker within the Absa Brokers structure in
2000. During her service with Absa, Charmaine changed her focus area from being
a short term broker to being a fully fledged financial adviser.
She was contracted
within Absa Brokers to provide financial advice to the small and medium
business clients as well as the high net worth clients.
She holds a Post
Graduate Diploma in Wealth management and is a Certified Financial Planner.
|
TeBazile Wealth
Management (TeBazile) is the operating structure in which Charmaine
will operate.
Although the entity
will form the basis of the branding of Charmaine, Charmaine is a representatives of Accredinet Financial Solutions (Pty) Ltd reg nr
1999/010904/07. FSB license 8933
‘TeBazile” is used
in this document to combine Charmainein one entity although they
operate for purposes of the FAIS bill and as Representatives of the FSP
Accredinet in their personal capacity.
TeBazile derives
its name from the city of Port Elizabeth which is the basis which Charmaine and
will operate from. TeBazile is the name Elizabeth, read back to front
(h)tebazile.
“Bazile” in the
name Te”Bazile” is a Xhosa word which means “They have arrived” and various
other meanings in the same trend. |
| Other Companies represented |
Altrisk |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
3 - 5 |