FANews
FANews
RELATED CATEGORIES

Beyond RDR (Pty) Ltd grows its consultant base with the appointment of Almo Lubowski

15 July 2016 Beyond RDR
Almo Lubowski.

Almo Lubowski.

Beyond RDR (Pty) Ltd is pleased to announce that it has appointed Almo Lubowski as an Associate Consultant.

Almo will work with Co-founder, Brian Foster, in helping South African Financial Service Providers to get ready for life beyond RDR.

Brian Foster said "We've developed a great relationship with Almo over a number of years, and his experience, connections and knowledge of the South African financial planning environment presents us with a great opportunity to reach more advisory businesses.

More firms are recognising the need for help and we have seen a significant increase in enquiries in recent months, so we feel the time is right to further develop our team, and Almo is a great addition."

Almo was the Head of Technical and Advocacy at the FPI between 2010 and 2013, has run his own advisory business and authored “A critical analysis of the extent to which the rules based Financial Advisory and Intermediary Services Act adheres to the principle based concept of Treating Customers Fairly”. Almo also practices as an attorney in Cape Town.

Almo Lubowski said "My interest in assisting advisers developed during my time at the FPI dealing with a variety of advocacy issues, and my passion for making financial planning and financial services a better place for advisers and consumers is very much aligned with that of Beyond RDR. I am very excited for us to combine our skills and help more advisory firms in South Africa."

Beyond RDR (Pty) Ltd offers a tailored consulting service and a group-based coaching programme based around "The 6 essential steps advisers need to take to get ready for RDR."

 

Quick Polls

QUESTION

The shocking crime and motor vehicle accident statistics shared during a recent SHA presentation suggests that group personal accident and personal accident cover are a no-brainer. Do you agree?

ANSWER

Yes
No
Not sure
fanews magazine
FAnews April 2024 Get the latest issue of FAnews

This month's headlines

FAIS Ombud lashes broker for multiple compliance blunders
TCF… a regulatory misfit initiative?
The impact of NHI on medical malpractice insurance
Fixed versus variable: can you have your cake and eat it too?
The future world of work
Subscribe now