SANDTON FINANCIAL ADVISOR

Mr STEPHEN CHOWLES
Mr Stephen Chowles
MEMBER SINCE 2011
Firm Momentum
Suburb Sandton
Address Inanda Greens, Business Park, 54 Wierda Road West, Wierda Valley, Sandton, 2196
See Map
GPS -26.11273, 28.05833
FSP Licence 6406
Languages English (in order of proficiency)
Email
Tel 011 292-2414
Cel 082 905-8451
Fax 011 292-2510
Website www.momentum.co.za
Qualifications
  • Registered Financial Planner (Financial Planning Institute),
  • Business Leadership Programme (Gordon Institute of Business Science - GIBS),
  • Certificate in Wealth Management (Milpark Business School)
  • I am currently studying for National Certificate in Financial Planning (Milpark Business School)

    I am accredited for the following product categories:
  • Council for Medical Schemes - Fully Accredited Health Care Broker
  • Momentum Wealth - Accredited for Investment Business
  • Momentum Health - Accredited for Medical Aid Business
  • Momentum Life - Accredited for Savings and Risk Products
  • Momentum Short Term - Accredited for Personal Lines
  • I regularly attend investment seminars and refresher courses to keep up-to-date with investment, economic and other financial planning trends.
  • SERVICES
    Retirement
    Investments
    Estate Planning
    Life and Disability
    Medical schemes
    Short-term insurance
    Business Assurance
    Offshore Investment
    Group Schemes

    FOCUS

    COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

    Rand Merchant Bank (RMB), FNB Trust, Altrisk
    Companies through which more than 30% of income is derived:
    Momentrum

    EXPERIENCE

    I have been in the financial services industry for 25 years. I joined Ned Equity life insurance company in 1985 as a sales consultant, and in 1986 Ned Equity was taken over by Sage Life. While at Sage Life I was promoted to a senior consultant in 1988 and in 1989 to an executive consultant and have been a consistent top consultant where I have qualified for many prestigious awards. In 2005 Sage Life was taken over by Momentum. During my time with Momentum, I was appointed Branch Manager for a year and then Regional Manager. I felt that financial planning was my passion and, therefore, resigned from management to focus on financial planning. I am currently an Executive Financial Planner with Momentum Financial Planning. My real interest lies in retirement planning, investment planning and wealth creation.

    Our industry recognises those individuals who have achieved exceptional results. During my time in this industry I have achieved various milestones and awards:

  • 12 year qualification for the prestigious International Quality Award (IQA). The International Quality Award is conferred upon a select group of financial planning professionals worldwide against very stringent international quality standards
  • 4 year qualification for prestigious Million Dollar Round Table (MDRT)
  • Regular qualification in the top 25 of the Sage agency force
  • I am currently a Diamond Financial Planner with Momentum Financial Planning

  • ABOUT FIRM

    OTHER LISTED MEMBERS OF THIS FIRM

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
    Recurring monthly: R0.00
    Remuneration Fee OR commission
    Legal structure of employer (Pty) Ltd company
    Number of staff 3 - 5
    Indemnity insurance Insurance: yes
    Value: R2500000.00
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


    This Financial Advisor has not activated comment functionality yet.