WESTVILLE FINANCIAL ADVISOR

RICHARD MORRIS
 Richard Morris
Firm Liberty Life
Suburb Westville
Address Suite 9, Imperial Office Park, 9/11 University Road, Westville, Durban, 3629
See Map
GPS -30.956061, 29.825098
FSP Licence 2409
Languages English (in order of proficiency)
Email
Tel 031 350 4323
Cel 082 520 6146
Fax 086 501 9862
Qualifications

BSc (Hons) Surveying & Mapping Sciences

CFP Certified Financial Planner

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

I specialise in Investments, Retirement, Risk, Business Assurance and Corporate Benefits

OTHER SERVICES

Wills. Gap Cover

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

StanLib
Companies through which more than 30% of income is derived:
Liberty Life

EXPERIENCE

I have been an advisor at Liberty for 16 years, obtaining my CFP qualification in 2013.  Before coming to SA, I worked for Asset Managers in London for 6 years, including Gartmore, Citibank & HSBC.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee and Commission
Legal structure of employer unknown
Number of staff 1
Indemnity insurance Insurance: yes
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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