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MEMBER SINCE | 2005 |
Firm | Steve Tearnan Financial Planning Services |
Suburb | Morningside |
Address |
142 North Point, Morningside, Durban, 4001
See Map |
GPS | -31.011902, 29.818128 |
FSP Licence | 6364 |
Languages | English (in order of proficiency) |
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Tel | 031 3036178 |
Cel | 0833578157 |
Fax | 031 3126455 |
Qualifications | |
Certified Financial Planner |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
General 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 Value: R1500000.00 |