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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 |
