trudie rutherford

trudie rutherford

financial planner

About

Financial planner at Adviceworx

Country

south africa

City

johannesburg

Industry

financial services

Skill

financial advisory, estate planning, retirement planning

Experience

atkinson turner & de wet

candidate attorney

atkinson turner & de wet

2006-3 - 2008-3 · 2 yrs 1 mo

Practical training to be admitted as an attorney. Mainly in the area of Civil and Family law. Was admitted as an attorney after two years of practical training.

fnb south africa

financial planner

fnb south africa

2009-7 - 2014-10 · 5 yrs 4 mos

Assisting clients with their before and after retirement planning, lump sum and recurring investment advice, risk cover in the event of death, disability, dread disease and income protector. Business insurance, namely Buy and Sell agreements, Key person and Estate Planning.

sanlam

financial planner

sanlam

2008-2 - 2009-6 · 1 yr 5 mos
adviceworx

financial planner

adviceworx

2014-10 - Present · 12 yrs

I joined Adviceworx as a Financial Planning Partner and overwhelmed with what Adviceworx can offer to clients using our Investment Wealth Program. We are a company focussed on giving quality advice in areas of financial planning such as investment, retirement, risk and estate planning with most financial companies such as Sanlam, Momentum, Liberty, Altrisk, Discovery and Old Mutual.

Education

university of kwazulu - natal

university of kwazulu - natal

law

2000-1 - 2005-1 · 5 yrs 1 mo

trudie rutherford's Contact Information

Email

******@***.com

Phone

(**) *** ****

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