accredited financial advisor commands the respect and trust of those customers who are entrusting their and financial futures and protection of assets and estate. Provide pro-active, on demand financial service
accredited financial advisor commands the respect and trust of those customers who are entrusting their and financial futures and protection of assets and estate. Provide pro-active, on demand financial service
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by the auditors) Accounting of the business and trust accounts (assisted by a junior), up to Trial Balance fees transfers on the system to take fees from Trust to Business – as required (weekly) Updating of Long Statutory Audit of Financial statements, the Attorney Trust audit and the BEE audit annually – Liaising with the Financials of the directors personal Family Trusts and entities (gather bank statements, summarise