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Leon Van Zyl profile image

Leon Van Zyl

Executive Financial Adviser at Old Mutual
Intro Book
Seasoned financial expert with 51 years of experience in retirement planning and wealth management.
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Location
Nelspruit, Mpumalanga, South Africa, ZA
Languages
  • Afrikaans -
  • English -
Skills
  • Retirement
  • Retirement Planning
  • Unit Trusts
  • Investments
  • Wealth
  • Show all
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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

  • Certified Financial Planner (CFP)
    The Financial Planning Institute - SA
  • Tax Certification
    The South African Institute of Tax Professionals

Experience

  • Old Mutual
    • 12 Summerfield Close, 87 Impala Street, White River 1240
    • Executive Financial Adviser
      • Jan 1973 - Present
      • 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

Education

  • 2017 - 2017
    Accfin
    Tax Technician, Taxation
  • 1982 - 1984
    The Financial planning Institute of South Africa
    CFP, Financial Planning and Services
  • 1958 - 1963
    Nelspruit Hoërskool
    Grade 12, HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
  • 1952 - 1953
    Ventersdorp primary
    Grade 1, General school subjects

Suggested Services

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Industry Focus. “Financial Services”

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