SANDTON FINANCIAL ADVISOR

Mr PAUL RUBINSTEIN
Mr Paul Rubinstein
MEMBER SINCE 2011
Firm Momentum Life
Suburb Sandton
Address 54 Wierda Road West, Wierda Valley, Inanda, Sandton, 2196
See Map
GPS -28.05833, 26.11273
FSP Licence 6406
Languages English (in order of proficiency)
Email
Tel 011 292-2382
Cel 084 460 8580
Fax 011 292-2510
Qualifications
BProc., Post Graduate Diploma in Financial Planning, Attorney, Certified Financial Planner
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Estate planning, retirement planning, business assurance planning

OTHER SERVICES

Wills

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

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

EXPERIENCE

Legal background, Financial services for 8 years, Certified Financial Planner

ABOUT FIRM

OTHER LISTED MEMBERS OF THIS FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R500.00
Recurring monthly: R500.00
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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