In terms of the Financial Advisors and Intermediary Services (FAIS) Act, all South African financial service advisors are required by law to obtain a license to practise from the Financial Services Board (FSB). The FSB ensures that these advisors have sufficient knowledge and are "fit-and-proper" to dispense advice. No advisor will be listed on this site who is not licensed. In some instances certain financial advisors are authorised to act as representatives or key individual s of the company they work for, in which case the company is the actual registered Financial Services Provider (FSP) License holder.
No upfront fees. Certified Financial Planner offering free consultations and tailored strategies to meet all your financial needs.
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