BRYANSTON FINANCIAL ADVISOR

Mr. ALLAN SHINE
Mr. Allan Shine
MEMBER SINCE 2012
Firm TSC Financial Services
Suburb Bryanston
Address Block A, Wedgefield Office Park, 17 Muswell Rd South, Bryanston, 2021
See Map
GPS -26.09742, 28.07974
FSP Licence
Languages English and Afrikaans (in order of proficiency)
Email
Tel 0115400262
Cel 0823512810
Website www.tscfinancial.co.za
Qualifications
CFP® Professional
Certified Financial Planning Law (UFS)
Bcom Management (Unisa)
RE 5 regulatory exam for Representatives and Key Individuals
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Insurance and Estate Planning. Advanced investements and Portfolio managment. Tax efficiency and general wealth management. Pension funds and group life.

OTHER SERVICES

Financial Plans and analysis, Wills, Trusts

COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

EXPERIENCE

I am a CFP® Professional advisor with 7 years experience, Owner of an Independent Brokerage and a member of the FPI.
 
My primary focus is investments and wealth management while using insurance, effective estate and tax planning as well as trusts to manage risk for my clients.
 
I am one of a select few independent financial planners who have the knowledge, skill and operational ability to effectively build, manage and review umbrella or stand alone pension and provident funds with or without risk benefits, medical aid, insurance and investments for my corporate and indivdual clients with the highest level of professionalism.  
 
I believe that maintaining independence and therefore be free of Life Company production targets puts my clients interests first. In addition to this, in a competitive fund management and insurance envirnment, having a financial planning specialist that is not incentivised directly or via third party by any life company to sell their products over another, and has multiple contracts with several of the best life, health, investment and administration companies ensures the longevity of the client relationship.
 
Although I am an expert in the field of financial planning, I acknowledge the effectiveness of synergies between specliaists when approaching the multitude of needs that may arise from corporate or individual client's needs. It is for this reason that I sit on a board made up of industry experts in various specific fields. We meet regularly to stay abreast of the latest environmental and regulatory changes, share our expertise and strive for excellence as a whole. All of these experts are available to my clients both directly and through my consultation if and when the need arises.
 

ABOUT FIRM

TSC Financial services is an Independent Brokerage with a team of experts working together to create the perfect financial solution for our clients.

We are completely independent and do not make use of seperately registered companies in order to be paid fees over and above regulated commission by any of our providers. You can therefore be assured that our advice is unbiased and the product being recommended to you is based on the products merits and your needs. This is what we believe to be treating customers fairly (TCF) and in our clients and our own best interests.

We also specialize in group benefit analysis, comaparison and structuring. We have a team of experts available to our coprate clients to ensure the highest level of service.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration unknown
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS

NSSS and retirement reform is coming. Companies without pension or provident funds already in place could be forced to join a government pension fund. This was tabled in 2007 and was discussed further in the 2014 budget speech and could be imminent.

Speak to us to ensure this does not happen to your company and staff members.

WHERE THIS FINANCIAL ADVISOR IS BASED
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