About Jotelo Financial Planning (Pty) Ltd
Jotelo Financial Planning (JFP) is a financial services business which provides retirement, insurance, investment and estate planning services to individuals and groups within various kinds of organizations.
Our Core Values
- Consistently recommend and give guidance on the most appropriate solutions.
- Consistently provide our client and partners with the most accurate information, promptly and on the first occasion.
- To build lasting relationships with our individual and corporate clients by providing them with customised risk and wealth management solutions that suit their changing needs.
- Consistently act, in dealing with our clients and partners, with honesty and integrity as we would like to be treated.
- To honour our commitments, and take responsibility for our advice related outcomes.
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Jotelo Financial Planning (JFP) founded by Phakamile Majombozi
- Employee benefits consultant, financial planner and broker. Provides advice and intermediary services on investments, retirement funds, long-term insurance, short-term insurance and estate planning.
- 25 years financial services experience, having previously worked as an administrator, consultant, communications manager, business development manager, and training officer for some leading employee benefits and insurance companies.
- Key Individual, Compliance Officer and director of an Authorised Financial Services Provider (FSP) registered by the Financial Sector Conduct Authority (FSCA) in line with the requirements of the Financial Advisory and Intermediary Services Act.
- Previously a part-time lecturer in Business Management and Entrepreneurship at the Tshwane University of Technology (Main Campus – Pretoria West).
- Previously a full-time lecturer in Financial Planning for 3rd year and honours students at the University of Johannesburg (Auckland Park – Kingsway Campus).
- Qualifications
o Master
of Business Administration from Wits Business School.
o BComm
Hons (Business Management – Investments) from UNISA.
o Certified Financial Planner® with a Postgraduate Diploma in Financial Planning and an Advanced Postgraduate Diploma in Financial Planning (Investments), both from the University of the Free State.
o Higher
Diploma in Tax Law from the University of Johannesburg.
o Higher
Certificate in Insurance Studies (HciIS) from the Insurance Institute of South
Africa’s (IISA).
o FAIS
regulatory RE1 and RE5 exams.
o FSCA’s
Trustee Training Toolkit – Platinum level pass.
o UNISA’s
Programme in Risk Management.
Authorised Financial Services Provider No. 43916