LA LUCIA FINANCIAL ADVISOR

Mrs DEE SUNNY
Mrs Dee Sunny
MEMBER SINCE 2005
Firm Borland Financial Services - FIRSTGLOBAL GROUP
Suburb La Lucia
Address Suite 8, 6 Rydall Vale Crescent, Rydall Vale Park, La Lucia, 4051
See Map
GPS -29.4422200, 31.0349900
FSP Licence 843
Languages not specified
Email
Tel 031 - 202 9113
Fax 031 - 201 8801
Website www.firstglobal.co.za
Qualifications
  • Associate member of the Financial Planning Institute
  • Council for medical schemes accreditation
  • Product Accreditations for Medical Schemes and Life Assurance.
SERVICES
Life and Disability
Medical schemes

FOCUS

Medical Schemes, Life & Disability
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

FMI, TSA, NIMAS
Companies through which more than 30% of income is derived:
Discovery Health and Momentum Health

EXPERIENCE

I have 15 years experience in Medical Schemes and Life & Disability products, both as an administrator and consultant.

I am currently the servicing consultant to a number of national corporate medical schemes with focus in the KwaZulu Natal and Gauteng regions.

I am a family woman and enjoy gym and outdoor pursuits and am also very involved in church activities.

ABOUT FIRM

OTHER LISTED MEMBERS OF THIS FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: R500.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R2500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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