David

David Lepar

Financial Planner

BDO Cape Town

+27214606348

0827773555

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“My motto is Your Man for Life, because I love allowing my client the ability to achieve their dreams for them and their families for the long term. My speciality has been in Employee Benefits and I love this because the first person a family call when someone passes on, is the consultant who knows what the employee insured benefits have for the member. Working with the family to process a Financial Needs Analysis Plan which allows the family to be looked after during their vulnerable time of uncertainty, a great pleasure of mine as I develop a bond with the family.”

 

Experience

David has a total of 28 years’ experience in the financial services industry. He was an Executive Consultant in the Liberty Life Group from the 1st August 1987 through to 31st August 2005. He worked for Pension Fund Administration companies until April 2007and than went on his own as an Independent Financial Adviser. He has always concentrated my service in Employee Benefits and retirement planning through to investment and health. He created a large wealth book of business through Preservation Funds and retired clients from the Employee Benefit division. He was an Executive Consultant for 18 years and concentrated on Employee Benefits; Individual Risk and Investment Business. On 01/09/2005 he joined Dynam-ique SA Consultants and Actuaries, involved in the marketing of the company. On the 01/02/2008 Aon SA purchased the Umbrella Funds from Dynam-ique SA. He signed a 3 year consultant contract with Aon SA Employee Benefits, which ended on the 31/01/2011. As from the 01/02/2011 he has been an Independent Fund and Investment Consultant and Financial Planner. In 2018, BDO Wealth Advisers acquired my business, and I am now a Financial Adviser within the BDO Wealth division at BDO in Cape Town. In this new capacity I will be a representative for BDO Wealth generating new business in Cape Town in all divisions of Health , Wealth and Employee Benefits and administering retirement Funds in Cape Town with full back up service in the Cape Town office for the Western Cape.


Qualifications

  • NQF5

Other

He is registered with the FSB for the following categories:

  • Long-Term Insurance : Category A
  • Long-Term Insurance : Category B1
  • Long Term Insurance : Category B2
  • Long-Term Insurance : Category C
  • Retail Pension Benefits
  • Pension Fund Benefits ( excluding retail)
  • Participatory Interest in Collective Investments
  • Health Service Benefits