Firm | Intégro |
Suburb | Worcester |
Address |
33 Baring Street,
Worcester, 6850
See Map |
GPS | -19.4451400, 33.6436932 |
FSP Licence | 6020 |
Languages | Afrikaans, English (in order of proficiency) |
Tel | 0233472555 |
Cel | 27 (82) 417-2252 |
Website | www.integrosa.co.za |
Qualifications | |
Post Graduate Diploma in Investment Management (Milpark Business School) Advanced Certificate in Financial Planning (University of Stellenbosch Business School (USB)) Executive Development qualification (University of Stellenbosch Business School (USB)) Strategic Negotiations (Yale University) Financial Services Advisor (FSA™) with the Financial Planning Institute |
Retirement | |
Investments | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Commercial Short Term Insurance | Personal Line Short Term Insurance | Retirement Planning | Investments | Business AssuranceOTHER COMPANIES REPRESENTED
Western National |
Bryte |
Camargue |
Stratum |
TSA |
Rodel |
Santam |
Landmark
André joined Intégro in August 2017 after serving as Chief Investment Officer, Director and Fund Manager for a Boutique Asset Management firm.
He started his career in the financial services industry as an Equity Trader and Portfolio Manager in November 2002. He headed up the institutional dealing desks for various well-known Stockbroking Firms, gaining experience in the managing and executing of trades and transitions for local and international institutions and hedge funds.
He studied Management Accounting and holds a Post Graduate Diploma in Investment Management from Milpark Business School. André complemented his studies with an Advanced Certificate in Financial Planning, an Executive Development qualification through the University of Stellenbosch Business School (USB) and Strategic Negotiations through Yale University. André is a registered trader with the JSE, a member of the Institute for Financial Markets, Investment Analysts of South Africa, and a Financial Services Advisor (FSA™) with the Financial Planning Institute.
Intégro, a privately owned family company, was established in January 2003.
Together we have more than a 100 years experience in delivering exceptional advice and service to our clients.
As an approved financial services provider we strive to understand and fulfill the needs of our clients. It is also very important to us to constantly look for more effective ways to provide adequate solutions to our clients. Therefore, our well-trained and qualified staff receives continuous training regarding the most relevant industry expertise.
We believe in the fair treatment of all our clients and for this reason, customer satisfaction is the heart of our business. We will assist you with any enquiries that you may have regarding your insurance and financial needs because we understand the importance of “Ensuring Peace of Mind”.
Minimum Levels of Premium/Investment accepted | Lump Sum: R20000.00 Recurring monthly: R1000.00 |
Remuneration | Commission only |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 11 - 20 |
Indemnity insurance | Insurance: yes Value: R45000000.00 |