Profile

Mr Eduan Basson

Certified Financial Planner®,
FinPlan (Pty) Ltd

Contact Details

FinPlan (Pty) Ltd
Work: 0820452514

Bio

I am a certified financial planner (CFP®) and a key individual in terms of FAIS legislation. I hold a postgraduate diploma in financial planning from the University of the Free State and one of my primary primary focus areas is financial planning for young professionals.

Areas of Expertise

  • Healthcare Planning
  • Investment Planning
  • Long Term Risk Planning
  • Personal Financial Planning
  • Retirement Planning
  • Short Term Risk Planning
  • Tax Planning
  • Wills, Estate Planning and Trusts

Education

University of the Free State
Bloemfontein, Free State, South Africa
Postgraduate Diploma in Financial Planning, 2020
2018 To 2019

Milpark
Durbanville, Western Cape, South Africa
Advanced Certificate in Financial Planning, 2017
2016 To 2017

PSG Academy
Durbanville, Western Cape, South Africa
National Certificate: Wealth Management, 2014
2014 To 2014

De Kuilen High School
Kuils River, Western Cape, South Africa
Matric, 2003
2001 To 2003

Job History

FinPlan
Financial Planner
Somerset West, WC, South Africa
May 2022 - present

HGG Wealth
Financial Planner
Somerset West, WC, South Africa
March 2020 - April 2022

The Financial Emporium
Financial Planner
Brackenfell, WC, South Africa
June 2016 - February 2020

Globex - Liberty Life
Financial Advisor
Cape Town, WC, South Africa
September 2010 - May 2016