Stephen Venter

Financial Advisor at Global & Local The Investment Experts
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA
Languages
  • English -
  • Afrikaans -

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Credentials

  • Bachelor of Business Science
    Monash University
    Jan, 2010
    - Nov, 2024

Experience

    • South Africa
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor
      • Jun 2022 - Present

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Specialist Investment Consultant
      • Feb 2014 - Jun 2022

      ☆ WHAT WE OFFER REGISTERED FINANCIAL ADVISERS For financial advisers, we offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high – but by partnering with Momentum Consult, you're able to reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand. The benefits include: • An attractive fee-sharing agreement • Commission administration • License and compliance management • Technology support • Advice software • Marketing and communication support • Education, through development programmes, designed to advance ongoing learning • Pricing advantages, available through being part of a large organisation • Legal and tax support • Specialised fiduciary services support • Stockbroking for your client’s support • Wealth management methodology • Investment research and “house views” • Range of best-of-breed product providers and solutions • Practice management • Succession planning • Financial model • Business evaluation Show less

    • Certified Personal Trainer
      • Jun 2013 - Jul 2013

      Personally train clients in the comfort of their own home. Personally train clients in the comfort of their own home.

    • Personal Trainer
      • Apr 2013 - Jul 2013

      Train clients using everyday surroundings as well as in the comfort of their homes. Train members within a group. Organisation : Virgin Active Train clients using everyday surroundings as well as in the comfort of their homes. Train members within a group. Organisation : Virgin Active

Education

  • University of the Free State
    Postgraduate Degree, Financial
  • EDUCATIONAL QUALIFICATIONS
    Bachelor of Business Science, Economics and Marketing
    2010 - 2014
  • Monash University South Africa
    Bachelors of Business Science, Economics and Marketing
    2010 - 2013

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