Claire Coetzee's Location
Mpumalanga, South Africa
Claire Coetzee's Work
- Financial Advisor @ Didimata - Accredited Old Mutual Agency Franchise
- Senior Financial Adviser @ Old Mutual Limited
Claire Coetzee's Education
- Damelin
NQF 5 Financial Planning (Financial Planning and Services)
2009 - 2011
Claire Coetzee's Skills
- Estate Planning
- Financial Advisory
- Pensions
- Fixed Annuities
- Saving for Education
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Critical Illness
Claire Coetzee's Summary
Claire Coetzee, based in Mpumalanga, South Africa, is currently a Financial Advisor at Didimata - Accredited Old Mutual Agency Franchise, bringing experience from previous roles at Old Mutual. Claire Coetzee holds a 2009 - 2011 NQF 5 Financial Planning in Financial Planning and Services @ Damelin. With a robust skill set that includes Estate Planning, Financial Advisory, Pensions, Fixed Annuities, Saving for Education and more, Claire Coetzee contributes valuable insights to the industry. Claire Coetzee has 1 email on RocketReach.
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