|Firm||Steve Tearnan Financial Planning Services|
142 North Point, Morningside, Durban, 4001
|Languages||English (in order of proficiency)|
|Certified Financial Planner|
|Life and Disability|
FOCUSGeneral Practitioner - Personal Financial Planning and Corporate Business Assurance.
OTHER COMPANIES REPRESENTED
AIMS, Cadiz, Liberty Active, Fedhealth, FMI, Hollard, Marriot, I Choices, Odyssey, Nedgroup Investments, Ovation, PIC Syndications, Prudential, Resolution Health, Sharemax, Sirius
Started with Prudential in 1984. Prudential Life was bought out by Liberty and I stayed with Liberty until 1989. Thereafter I was involved with a few independent brokerages but since 2000 I have been practising entirely for my own account.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R20000.00
Recurring monthly: R200.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Sole Proprietor|
|Number of staff||2|
|Indemnity insurance||Insurance: yes