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| Address |
641 Sibelius Street, LUKASRAND |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
Languages: English & Afrikaans
Interests: Reading & Music
Education: Gimnasium High (Welkom) - Matriculated 1978
Qualifications:
Honours in Human Resources - UFS
Bacalaureus in Human Resources - UFS
Diploma in Personal Financial Management - Liberty Life
Also currently busy with my Certified Financial Planner (CFP) qualification
Professional Body
Member of the FIA - Membership no: 02004970
Associate Financial Planner - Membership no: 9604091
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| Financial Advisors Fields of Specialisation |
We specialise in being your #1 One-stop financial service. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Financial Literacy Classes
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General Profile
A qualified Financial Advisor with wide experience in financial planning and product development.
Self-motivated, self-starter with true entrepreneurial skills.
Effective at building good business relationships, with excellent negotiation and interpersonal skills.
Career Highlights
T&E FinOps (Pty) Ltd (September 1998 - Current): Sole shareholder/Company Director.
The company was established in September 1998. We entered into a national contract with Agri SA in 1999. The product was launched in 1999 and was introduced by former President Nelson Mandela at a gala event in Pretoria.
The company has obtained its FSB license (No: 15485) in September 2004, allowing us to advise and sell full spectrum of financial products.
We are accredited with the Council of Medical Schemes (No: T&E FinOps (Pty) Ltd - ORG 2022 & Esme Theron - BR335) since December 1999.
We currently have 1 individuals licensed with the NCR.
MHW Theron No: 591021 5064 085
Personal Summary
I am a self-motivated individual who believe in high ethics. I operate with honesty and integrity and truly believe in a win-win situation, where all parties involved are satisfied. I am creative and innovative and always looking for new challenges. I enjoy what I do and do it with passion.
Recommendation
Paul MM Vermeulen, Reg Vice President A&H, AIU Africa region (business partner)
was with another company when working with you
“Esme is one of the most creative intermediaries I have ever worked with. She knows her clientele better than most and executes her plans. Other than that she's a passionate lady that doesn't take no for an answer. It was a pleasure to work with her.” December 2, 2008 |
T & E FinOps (Pty) Ltd was established in September 1998. Esme Theron the founder of the business is the only shareholder of the company. The company prides itself on the fact that it is a family business and the employees share the same business values and norms that we do. The company has two directors namely, Esme Theron and Tiens Theron. The two directors have altogether 40 years experience in the financial sector. The company started off in developing and marketing of a niche product to the Agricultural sector and since 1998 developed into a One-stop financial services, offering the entire spectrum of financial products and services to selected clients.
T & E FinOps offers the following products and services to clients:
Developing insurance and finance products tailor-made to the clients needs.
Loyalty programmes
Risk cover to groups
Pension and Provident Funds
Medical Aid and Insurance
Business insurance
Portfolio analyses
Long term Insurance
Commercial Insurance
Personal Lines Insurance
Asset financing
Sourcing of new vehicles at maximum fleet discount
Product Development
T & E FinOps associates and is accredited with the following companies:
Chartis SA
Mutual and Federal
Motor Underwriting Agency (MUA)
Santam
ACE
Hollard
Discovery Life
Momentum Life
Liberty Life
Altrisk
Alexander Forbes
Sanlam
Professional Provident Society (PPS) and others
All major Medical Aids
It is important to T & E FinOps to abide by the rules set down in the industry where they do business. Therefore, T & E FinOps is an authorised financial services provider FSP no: 15485, is accredited with The Council of Medical Schemes no: ORG2022 and is licensed by the NCR to do financing. T & E FinOps is also a member of the Independent Broker Council and Esme Theron is an Associate Financial Planner with the Financial Planning Institute. T & E FinOps is also one of a few Administration Houses in South Africa for American International Group SA. The company believes to involve their clients as partners and therefore always negotiate a win-win opportunity for all parties concern.
References:
Mr. Andrew Makenete General Manager Landbank
Dr. Tobias Doyer Santam Agriculture
Chris du Toit Agri Business Chamber
Chris Schell Nissan SA Fleet Services |
| Other Companies represented |
Altrisk, Chartis SA, MUA, Omnicover, Etana, Alexander Forbes, PIC, Sizwe(Financing) |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
