Authorised Financial Service Provider  - FSP 8264

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Welcome to the official website of Walter Tullis & Associates. This site is designed to provide you with some information about us and the services we provide. Our focus is on "Risk Analysis, Certified Financial Planning and Insurance Solutions".

 

We aim to become a respected member of the community by building long-term relations in order to provide meaningful guidance through wealth creation and financial security.

 

Our Mission is to exceed expectations through professionalism and become the preferred supplier of financial planning and insurance solutions to the community, thereby  creating sustainable long-term growth.

 

The Business Objective is to become a true professional and preferred supplier of financial planning and insurance solutions to the community, thereby creating sustainable long-term growth.

 

Our Values are:

 

  • Honesty
  • Integrity
  • Quality
  • Leadership
  • Respect

 

The Brokerage was established by Doug Tullis in May 1991. In October 1991, Walter Tullis joined the firm. Initially it concentrated on short term insurance but by the turn of the century, the scope of the business was increased to provide long term insurance as well.

 

Currently the brokerage is headed by Walter Tullis and ably assisted by Yvonne Kriel, short term admin and Dorinda Botha , long term admin.

 

Walter Tullis is well qualified in the field of finance and insurance having obtained the following qualifications:

 

  • Bachelors of Commerce from Unisa
  • Diploma in Insurance from the Insurance Institute of South Africa
  • Diploma in Financial Planning from the University of the Orange Free State
  • Mr Tullis is currently a Fellow of the Institute of Life and Pension Advisers, a member of the Financial Planning Institute and an Associate of the Insurance Institute

 

 

 

 

 

Executive Summary

The name of the business is: Walter Tullis & Associates CC.

The shareholder of the business is: Walter Tullis.

The core business of the provider: Risk Analysis, Certified Financial Planning and Insurance Solutions.

Walter & Linda

Yvonne

Dorinda

Su-Mari

 

Sean

 

 

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