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Francois du Toit

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Francois du Toit

CERTIFIED FINANCIAL PLANNER Professional


Currently resides in: Gauteng, South Africa

Born in Hennenman South Africa

I am a fully qualified and a registered Certified Financial Planner with 15 years experience. I am accredited and licensed to give advice. Qualifications include B Com Risk Management and Post Graduate Diploma in Financial Planning. I believe in holistic financial planning and putting the needs of my clients at the centre of my advice. I also provide second opinions.

Specialties:

Estate Planning & Wills
Personal Financial Planning
Retirement Planning
Business Risk Planning
Medical Aid
Tax Planning
Investment Planning
Group Presentations and Public Speaking

Contact details

info@francoisdutoit.co.za

O: 0116609915

M: 0832758368


Web presence


Professional details

Current Position(s)

Independent Financial Adviser | Self Employed
2013 - present

Accounting, Banking and Finance

I provide independent financial planning advice in all areas from business to personal.


Previous Position(s)

Business Executive | Discovery Holdings
2012 - 2013

Accounting, Banking and Finance

Build and manage a team of highly skilled Financial Advisers.


Executive Consultant: Sales | Liberty Life
2011 - 2011

Accounting, Banking and Finance

Support Independant Financial Advisers with:

- Market life assurance and investments to Independant Financial Advisers
- Practice growth and management
- Staying ahead of changes in legal and regulatory environment
- Financial Needs Analysis for their clients
- Training in all relevant areas of the profession


Manager: Strategic Accounts (Banks) | Liberty Life
2011 - 2012

Accounting, Banking and Finance

Relationship manager for Nedbank, FNB and ABSA. To engage with the 3 Banks on a strategic level in order to assist in growing their Financial Planning Business, help create sustainable business models and maximise Liberty's relationship with them.


Branch Manager | Liberty Life
2008 - 2011

Accounting, Banking and Finance

Managed team of 6 Broker Consultants and a budget of approxiamtely R 2 mil per annum.

Serviced +- 100 Independant Financial Advisers in the branch.

Formulated strategy and implementation plans to achieve set goals.


Executive Broker Consultant | Liberty Life
2004 - 2008

Accounting, Banking and Finance

- Marketing life assurance products and investments to Independant Financial Advisers
- Manage and issue all new business
- Resolve client complaints and queries
- Relationship based marketing

Educational history

Tertiary

University of the Free State/Universiteit van die Vrystaat

2011 - 2011

Postgraduate Diploma in Financial Planning - Financial Planning

Hoerskool Hennenman

1989 - 1993

Matric / Grade 12

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