SANDTON FINANCIAL ADVISOR

Mr DANIEL BERNSTEIN
Mr Daniel Bernstein
MEMBER SINCE 2011
Firm Momentum Life
Suburb Sandton
Address Building 8, Inanda Greens Business Park, 54 Wierda Road West, Wierda Valley, Sandton
See Map
GPS -28.119452, 26.11273
FSP Licence 6406
Languages English (in order of proficiency)
Email
Tel 011292-2377
Cel 082455-9627
Fax 011537-9270
Qualifications
CFP
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

OTHER SERVICES

Wills, advice on Trusts

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Momentum

EXPERIENCE

I have been in the industry since 1987 assisting my clients with their general financial planning. Many of my clients have been with me for over 20 years. Having joined Sage Life initially, I moved over to Momentum when Sage was acquired by Momentum. General financial planning and the preparation of a FNA (financial needs analysis) which is a tool designed to clearly indicate areas of concern that need attention. Hobbies: photography and off road riding

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Commission only
Legal structure of employer Listed Company
Number of staff 2
Indemnity insurance Insurance: yes
Value: not specified
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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