Surefin Advisory Services
As an Old Mutual Agency franchise, Surefin Advisory Services offers advisors a roadmap to success in building their practices and achieving positive outcomes for their clients through greater efficiencies and superior support. Surefin Advisory Services operates under the OM FSP License. This partnership with Old Mutual enables Surefin Advisory Services to provide their advisors with best-of-breed financial planning resources, tools and advice, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider. In this environment of entrepreneurship, franchisees are able to work for themselves, while never being by themselves. With the freedom to craft their own ethos and spend more time with their clients, they are enabled in growing their brand with the aid of hands-on guidance and support, as well as the latest technology-driven business submission processes and tracking.
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Verified contacts
9
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- MO
Mike Otto
Executive Financial Adviser · Finance & Accounting
EmailPhone - PB
Patrick Brewer
Executive Financial Planner · Finance & Accounting
EmailPhone - VM
Vishal Mungroo
Executive Financial Planner · Finance & Accounting
EmailPhone - JD
Joanne Dargie
Financial Planner · Finance & Accounting
EmailPhone - WS
Wayne Stroebel
Financial Advisor · Finance & Accounting
EmailPhone - CB
Colin Bernic
Lifestyle Personal & Business Financial Planner · Other
EmailPhone - DJ
Donovan John Beytell
Franchise Principal - Business Owner - Entrepreneur · Other
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Surefin Advisory Services
7 distinct titles indexed · top 7 shown.
- 2executive financial planner
- 2personal assistant
- 1executive financial adviser
- 1financial advisor
- 1financial planner
- 1franchise principal - business owner - entrepreneur
- 1lifestyle personal & business financial planner
Sign up to unlock all 9 contacts at Surefin Advisory Services
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Surefin Advisory Services
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