FINANCIAL ADVISOR LOG IN IS MY FINANCIAL ADVISOR LICENSED WITH THE FSB? POPULAR SEARCHES: Johannesburg Financial Advisors Cape Town Financial Advisors Pretoria Financial Advisors FIND AN ADVISOR IN THE MEDIA YOUR RIGHTS (ADVISER OBLIGATIONS) PERSONAL FINANCE GUIDES & TOOLS FSB (FINANCIAL SERVICES BOARD)	Your Name Your Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Add more Recipients Message Enter the numbers you see on the right Ms. KATE BROWN Employer Fiscal Private Client Services (Pty) Ltd Suburb Claremont Address 9 Bishoplea Road   FSP Licence 12895 Languages not specified Email Tel 671 3175 Fax 671 8133 Qualifications Post Graduate Diploma in Financial Planning. SERVICES  Financial Advisors Fields of Specialisation Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources. Services Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Other Services We provide financial planning and counselling services. We help clients preparing for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources. We also offer a pre-marriage counselling service to couples. LATEST NEWS & VIEWS: EXPERIENCE Kate is a Certified Financial Planner. She started her career as a money market dealer with Hill Samuel Merchant Bank. At Hill Samuel she began developing an investment advisory service for private clients. In 1987 she joined FISC Investment Management (Pty) Ltd where she ran the private clients department, developing an investment counselling service, probably the first of its kind in South Africa. During this time she was also involved with the first Index Unit Trust in South Africa, the All Share Index Fund. She purchased her department from FISC in 1997 and formed Fiscal Private Client Services (Pty) Ltd. She now offers financial planning and counselling services along with her fellow Certified Financial Planner, Gavin van Dyk, whose details are also available on this site. Her work is supported by acsis, a leading financial planning company which provides support to independent financial planners. Fiscal was the first strategic partner to be appointed by acsis in Cape Town. OTHER LISTED MEMBERS OF THIS FIRM Gavin Van Dyk COMPANIES REPRESENTED   Other Companies represented Ashburton, Frater, and Rand Merchant Bank. BUSINESS PRACTICES Minimum Levels of Premium/Investment accepted Lump Sum R1,000,000 Recurring monthly R10,000   Remuneration Salary Legal structure of employer (Pty) Ltd company Number of staff in Financial Advisor organisation 3 - 5   Indemnity insurance Insurance yes Value R3,000,000 MAP View Larger Map Please be sure to mention that you found this Financial Advisor on www.findanadvisor.co.za!