Bio
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Leon Van Zyl is a seasoned financial expert with 51 years of experience in retirement planning, investments, and wealth management. He holds certifications as a Certified Financial Planner (CFP) and Tax Certification, and has worked as an Executive Financial Adviser at Old Mutual.
With expertise in risk management, financial analysis, and advisory services, Leon has provided personalized solutions to clients across various sectors. His extensive experience and professional qualifications have equipped him with the skills to navigate complex financial situations.
Credentials
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Certified Financial Planner (CFP)
The Financial Planning Institute - SA -
Tax Certification
The South African Institute of Tax Professionals
Experience
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Old Mutual
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12 Summerfield Close, 87 Impala Street, White River 1240
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Executive Financial Adviser
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Jan 1973 - Present
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12 Summerfield Close, 87 Impala Street, White River 1240
Full Personal Financial Analysis and customised solutions including Risk, Savings Retirement and Estate planning. Also Personal & Corporate Short term Insurance and Investments & savings.SAIT registered Tax practitioner
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Education
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2017 - 2017Accfin
Tax Technician, Taxation -
1982 - 1984The Financial planning Institute of South Africa
CFP, Financial Planning and Services -
1958 - 1963Nelspruit Hoërskool
Grade 12, HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES -
1952 - 1953Ventersdorp primary
Grade 1, General school subjects
Suggested Services
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Industry Focus. “Financial Services”
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