MORNINGSIDE FINANCIAL ADVISOR

Mr. STEVE TEARNAN
Mr. Steve Tearnan
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)
Email
Tel 031 3036178
Cel 0833578157
Fax 031 3126455
Qualifications
Certified Financial Planner
SERVICES
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.
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

AIMS, Cadiz, Liberty Active, Fedhealth, FMI, Hollard, Marriot, I Choices, Odyssey, Nedgroup Investments, Ovation, PIC Syndications, Prudential, Resolution Health, Sharemax, Sirius

EXPERIENCE

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.

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS