Michiel du Toit is a Certified Financial Planner (CFP®) and is registered with the Financial Planning Institute of South Africa (FPI).
He obtained his BCom Honours degree from the University of Pretoria in 2004 and has been a financial planner since 2005 through Momentum distribution services. In March 2010 Michiel became an Independent broker at JW Els Corporate & Individual Brokers CC an authorised financial services provider, which accepts responsibility for his activities, and is licensed to render financial services.
JWE Corporate & Individual brokers are currently contracted & accredited to market the following companies:
• MOMENTUM, DISCOVERY, OLD MUTUAL, NINETY ONE, CORONATION, MARRIOTT, LIBERTY, HOLLARD, SANLAM, ALLAN GRAY, SATRIX/ETF, STANLIB, FMI, BRIGHTROCK, FEDGROUP, TURNBERRY
This brokerage is licensed and authorised by the Financial services conduct authority (FSCA) and copies of all our relevant licences are available upon your request. The brokerage’s FSP licence number is 12734 & Michiel du Toit’s compliance number is 906636
We are portfolio specialists for the following categories:
- Assessment of existing portfolios
- Pre & post Retirement planning
- Life & business assurance, Buy & sell, key man
- Trusts, wills, testaments & estate planning
- Short term insurance solutions
- Investment planning, Unit trust – local & off-shore
- Medical aid
- Corporate funds, employee benefits & group schemes
- Buy & sell, key man
We do hold professional indemnity insurance and our compliance with the FAIS Act is monitored by Masthead Financial advisors association, through masthead distribution services, a compliance practice approved by the FSCA. Their postal address is PO Box 856, Howard Place, 7450. Their contact numbers are 021 686 3588(t) and 021 686 3589(f). A copy of the statutory notice for Long term insurance is available on request.
JW ELS Corporate & Individual Brokers CC