Malcolm Berry CFP® - Sanlam Financial Planner | 3sixty BlueStar | Constantia Kloof
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Malcolm Berry CFP®

Sanlam Financial Planner

Bio

Get to know me

Having qualified as an attorney initially, Malcolm joined the financial services industry more than 29 years ago. He spent most of his corporate career as a Senior Legal Advisor and has extensive experience in the financial planning arena. In 1998 he attained his Post Graduate Diploma in Financial Planning and is a member of the Financial Planning Institute of SA. After being exposed to mostly, senior and professional business clients, he decided to enter the financial planning arena in 2017 . Within the 3Sixty Financial Services business, he specialises in the Business Assurance field and also provides planning services in both the individual and professional market. He has a special passion for the Investment market and as a result of his legal background, he can provide his client base with both Fiduciary and Legal advice services.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Medical Cover
    • Gap Cover

Qualifications & Awards

Qualifications

  • B.Proc
  • Awards

  • Eagle Status: Bronze
  • International Quality Awards: 4

Interests

Things I like to do

  • Loves Playing Tennis
  • Enjoys outdoor life