|Firm||T & E FinOps (Pty) Ltd|
641 Sibelius Street, LUKASRAND
|FSP Licence||FSP 15485|
|Languages||English and Afrikaans (in order of proficiency)|
|Tel||0861 440 666|
Languages: English & Afrikaans
Interests: Reading & Music
Education: Gimnasium High (Welkom) - Matriculated 1978
Post Graduate Diploma:
Honours in Human Resources - UFS
Bacalaureus in Human Resources - UFS
Diploma in Personal Financial Management - Liberty Life
Member of the FIA - Membership no: 02004970
Financial Planning Institute (FPI) - Membership no: 9604091
|Life and Disability|
FOCUSWe specialise in being your #1 One-stop financial service.
Financial Literacy Classes
OTHER COMPANIES REPRESENTED
Altrisk, Chartis SA, MUA, Etana, Alexander Forbes, Execuline,Santam, M & F, Stanlib
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.
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
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.
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:
T & E FinOps associates and is accredited with the following companies:
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 Certified Financial Planner with the Financial Planning Institute. T & E FinOps is one of a few Administration Houses in South Africa for Chartis SA and Hollard SA. The company believes to involve their clients as partners and therefore always negotiate a win-win opportunity for all parties concern.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes