Suzette van Niekerk

Suzette holds the following qualifications: B.Com LLB (Cum Laude), FILPA and CFP. She worked for Sanlam, both as a legal advisor and a senior manager (at Sanlam Health), before joining Exceed to head up Exceed Asset Management and Private Client Services. She is also an executive director of the Exceed Group. She specializes in comprehensive financial planning, including estate, retirement and investment planning.


 

The information below is furnished in terms of the Policy Protection Rules of the Long- and Short-Term Insurance Acts.

BROKERAGE INFORMATION
Exceed Private Clients (Pty) Ltd (Reg. No. 2000/014561/07)

Physical Address
Parc du Links Building
7 Niblick Way
Somerset West 7130
Postal Address
PO Box 223
Somerset Mall 7137
Contact Numbers
Tel: (021) 852 0382
Fax: (021) 852 0381
E-mail:

Broker’s name: Ms Suzette van Niekerk
Legal status: Director of Exceed Private Client Services and of the Exceed Group; shareholder
Qualifications and training: B Comm LLB (Cum Laude), FILPA, CFP, FSB Authorised Representative
Membership: FILPA
Holder of professional indemnity insurance: Yes
Experience: Thirteen years (1990 – 2003) in the life insurance and financial services industries
Long–term insurance mandates: Sanlam, SA Mutual, Momentum, Discovery Life, Investec, RMB, AIMS, Allan Gray