Mr. ANTHONY COHEN
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Firm |
Heritage Financial Consultants |
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Suburb |
Hurlingham |
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Address |
37 Balmoral Avenue, Hurlingham, 2196 |
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GPS |
-26.10264, 28.02891 |
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FSP Licence |
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Languages |
English (in order of proficiency) |
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Tel |
0110214651 |
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Cel |
0836750345 |
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Fax |
0113265024 |
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Website |
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Qualifications |
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Certified Financial Planner CFP |
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Email Me: View Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
Lifestyle Financial Planning focusing on post/pre-retirement, Business Assurance, Individual Risk & Estate Planning. Specialist Employee Benefits Division
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
I have been in the Financial Service industry since 1992 and hold a Post Graduate in Financial Planning (CFP). I have been interviewed on live television through CNBC Africa as well as 702 giving professional advice on personal insurance and investments.
My hobbies include Cycling,Golf,Squash and Gym and I am a avid sports fan for all sports.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted
Lump Sum: R1000000.00
Recurring monthly: R5000.00Remuneration
Fee OR commission
Legal structure of employer
unknown
Number of staff
6 - 10
Indemnity insurance
Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS
The Heritage Financial Consultants website www.heritagefc.co.za allows you to see the full scope of the services we offer through our advisors.