Meet Our Team
EUGENE NAIDU
Eugene is an authorised financial services provider, who accepts responsibilities for his activities and is licensed to render financial advice and services in the categories as stipulated in the practice licence
Qualifications
- Old Mutual – 2 Years Compulsory Training (1997-1999)
- Advanced Legal Training (1999)
- Introduction to Management (2000)
- Certified Accredited Health Care Broker (Br 7393) / ORG 2645
- National Certificate in Wealth Management – University of Stellenbosch NQ5 (2008)
- Completed First Level Regulatory Examinations:
- FSPs (Sole Proprietors)
- Key Individuals & Representatives
Experience (21 years)
- Death / Disability / Dread
- Retirement Planning
- Investment Planning
- Healthcare
- Estate Planning
- Legal Aspects
- Banking Products eg [Bonds & Vehicle finance]
Accreditation
- Old Mutual
- Discovery
- Liberty Life
- Sanlam
- Masthead
- PPS
- Momentum
Admin Department: [admin@enafin.co.za] 083 777 4498 / 031 261 2744
Should you require assistance in the following:
- Claims
- Queries
- Changes to personal information on existing policies
- Disinvestments, part surrender and loans on policies
- Request for tax certificates
- Medical Aid queries, claims and updates
Our administrative staff are equipped in making the process from client to Insurance companies easier and efficient, so clients do not have problems with long calls with consultants at call centres
Support Department: [support@enafin.co.za] 031 261 2744
- All queries and requests to new / existing business submissions & tracking
- Updates on portfolios / funds values
- Reports policy schedules
Our support staff are experienced in helping new and servicing existing clients during the process of all business matters
