Introduction to Brian Goodall

Brian Goodall is the key representative for Investment Management Services cc, which is an Authorized Financial Services Provider (FSP 26/10/3438), licensed to render financial services. A copy of the license, which contains details of the financial services I am authorized to provide, is available for inspection on request.

Legal Status and Contractual Relationships
He is an independent financial adviser and am paid for his services in the form of commission and monthly advisory fees paid to him by the investment company whose investment you choose.

Qualifications and Experience
Brian has a wealth of experience in providing advice on the following topics:
Death and disability planning
Retirement planning
Investment planning.
Estate Planning.

Brian passed the qualifying examinations for fellowship of the Institute of Life and Pension Advisors in 1992, winning the trophy for the top student in Investment and Personal Financial Planning. This qualification makes him a Certified Financial Planner according to the Financial Planning Institute of South Africa.

He has also passed the membership examinations of the Johannesburg Stock Exchange (1991), a Certificate in Advanced Taxation from UNISA (1993) and completed a course in International Portfolio management at the London School of Economics in 1994.

He has also passed the membership examinations of the Johannesburg Stock Exchange (1991), a Certificate in Advanced Taxation from UNISA (1993) and completed a course in International Portfolio management at the London School of Economics in 1994.

Professional Indemnity Insurance
His company holds professional indemnity insurance with Marsh.

Mandate and Product Accreditation
Brian is authorized and accredited to give advice on the following products:

Momentum insurance and investment products.
Investec Offshore and domestic unit trust investment products.
Std Bank Offshore and domestic unit trust investment products.
Coronation Offshore and domestic unit trusts funds.
Prudential offshore and domestic unit trust funds.
Allan Gray unit trust funds.
Old Mutual insurance and unit trust products.

More about Brian Goodall

Education
Brian holds a BA Degree, a BA Honours Degree and an MA Degree. He holds a postgraduate Diploma in Market Research and Advertising from the University of South Africa. Brian completed a membership examination of the Johannesburg Stock Exchange through the University of the Witwatersrand in 1991. He was joint winner of the Dudley Wood Memorial Prize for best student. He passed the qualifying examinations for Fellowship of the Institute of Life and Pension Advisors in 1992, winning the FPS trophy for top student in Investment and Personal Financial Management. He also has a certificate in Advanced Taxation from Unisa, and has completed a course in International Portfolio Management from the London School of Economics. He has attended various management courses, sales courses and sales management courses, including courses at the Business Graduate Schools of the Universities of Cape Town and the Witwatersrand.

Employment
Brian started his business career in 1966 with the Standard Bank. After a short while he was transferred to the Economic Planning Division of the bank, responsible for broad economic research on the spatial development of South Africa. This research was used to rationalize the banks branch structure. He held the position of Assistant Economist when he left the bank. He joined ESE Financial Services as Economics and Statistics Manager in 1969 and left in 1970 to form an economics and financial consultancy company, Craigheath Associates along with two colleagues. He sold out after five years and joined Syfrets Trust as Group Marketing Manager, responsible for the marketing and sales activities of the Trust Company, Participation Bond Company and Syfrets Bank. In 1985 he started his own investment consultancy company, Investment Management Services cc.

Public Office
Brian won the Edenvale Parliamentary seat for the Progressive Federal Party in 1979 and after losing the seat in 1987 regained it in 1989. While in parliament, he sat on the Select Committee of Public Accounts, the committees of Mineral and Energy Affairs, Labor, Trade Industry and Tourism, Health and Welfare, Pension and Defense. He was a member of the State Presidents Commission of Enquiry into Fringe Benefits Taxation. In 1994 he was elected to the Provincial Parliament of Gauteng.

Publications
Brian has contributed to various publications, including a section on "The Life and Pension Industry" for the first South African textbook on the "Role of Financial Intermediaries in South Africa". He has also written articles on Investment and Tax published in various South African Magazines and newspapers. The South Africa Institute of International Affairs published his thesis on Revolutionary Warfare in South East Asia. He was asked to write a textbook on Investment Planning for the Institute of Life and Pension Advisors. He is co-author of the Momentum Tax and Investment Easiguide.