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Qualification: National Certificate Wealth Management (NQF 5)
Industry start date: October 2020
As a medical aid advisor I provide expert guidance on medical aid options as well as GAP cover, assisting clients in understanding and selecting appropriate medical aid products.
I analyse clients’ healthcare needs, financial situation, and existing coverage to recommend plans that offer the best value and benefits.
We may also assist with claims, plan changes and resolving issues with service providers.
Equity Trust Asset Management (Pty) Ltd | Equity Trust Financial Services (Pty) Ltd
An Authorised Financial Services Provider
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