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Mrs. ARNO BURGER Mrs. Arno Burger
Employer FIDIUS
Suburb Faerie Glen
Address The Boardwalk Business Park, Block D, Suite 2
FSP License  FSP Licence 7384
Languages not specified
Email
Tel 991 5201 Cel 082 5588133 Fax 0866 773 342
Website www.fidius.co.za
Qualifications
  • CFP - Certified Financial Planner
  • PDFP (Post Graduate Diploma Financial Planning) University of Free State
  • SERVICES 
    Financial Advisors Fields of Specialisation Estate, Retirement, Investment Planning and Portfolio Management
    Services Retirement Planning
    Investments
    Estate Planning
    Life and Disability Assurance
    Medical schemes
    Business Assurance
    Offshore Investments
    Group Schemes
    Other Services Drafting of Wills and Estate Administration. Income tax Practitioners, Busness entities, and Property Investment
    LATEST NEWS & VIEWS:
    EXPERIENCE
    Arno Burger in his capacity as managing member of FIDIUS is a postgraduate in financial planning through the University of the Free State and participates in the management of the professional financial planning practice in Gauteng and the Free State since 1990.

    ARNO BURGER was nominated finalist in the FPI & Personal Finance’s FINANCIAL PLANNER OF THE YEAR competition in 2007

    FIDIUS as an Independent Financial Planning Practice was nominated finalist in the Celestis & FA News’s BEST PRACTICE OF THE YEAR AWARD in 2007.
    ABOUT FIRM
    The practice specializes in the fields of wealth creation and wealth preservation as well as enabling informed decisions through advice based on experience, sound knowledge and in depth analysis of available options.

    Strategic partnerships with portfolio management teams result in active portfolio management, in line with the financial planning and specific needs of clients. This results in a marriage between financial planning and portfolio management to achieve according to specific objectives of clients over the entire objective term.

    We recognize the importance of taking all relevant and material information into account and utilize this to advise our clients on their needs.

    Our well trained and qualified team of financial planners and financial planning administrators can also assist with medical schemes and general administration backed up by a state of the art electronic administration system.

    FIDIUS – “Financial Investment Decisions Through Integrity and Unsurpassed Service”
    COMPANIES REPRESENTED  Financial Institutions South Africa
    Other Companies represented ABSA Investment Management Services (AIMS), Momentum Wealth, Glacier, Galaxy and all other unit trusts/mutual funds.
    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum R100,000
    Recurring monthly R500
    Financial Advisor Fees  Remuneration Fee only
    Legal structure of employer Close Corporation (cc)
    Number of staff in Financial Advisor organisation 6 - 10
    Professional indemnity Insurance  Indemnity insurance Insurance yes
    Value R5,000,000
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    Please be sure to mention that you found this Financial Advisor on www.findanadvisor.co.za!