Advice and Client Service

Finance and Human Resources

Desirée Mattheüs

Client Service

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Advanced Diploma (Financial Planning)

Hannes van Zyl

Servicing Advisor

BCom (Man Acc)

Rory van Bergen

Servicing Advisor

Hons BCom (Bus Man),

BCom (Fin Man)

Marike Engelbrecht

Servicing Advisor

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Hons BCom (Marketing)

BCom(Bus Man)

Anemike Swart

Non-executive Director

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BCom Hons (Man Acc),

Post-Graduate Diploma in Financial Planning,
B Acc

Anja van Niekerk

Tax and Accounting

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BCom (Fin Acc),

Professional Accountant (SA)

Juanél Conradie

Non-executive Director

Hons BCom (Bus Man),

BCom (Fin Analysis)

Andrew Merryweather

Wealth Advisor

Advanced Diploma (Financial Planning)

Tiffany Olivier

Wealth Advisor

BCom (Management Sciences)

Marilize Opperman CFP®

Wealth Advisor

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Post-Graduate Diploma in Financial Planning,

BCom (Financial Planning)

Anika Ismail

Client Service

BCom (HR Management)

Hester Mostert

Compliance

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Post-Graduate diploma in Financial Planning,

BCom (Fin Analysis)

Suné Bezuidenhout

Client Service

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Christo Malan

Founder and Chairman

MCom (Bus Man),
Hons BCom (Econ)

Hardi Swart CFP® 

Managing Director

Post-Graduate Diploma in Financial Planning,

BCom (Man Acc)

Dominic Ilett

Director

MBA,
BCom (Bus Man)

Allan Geldenhuys CFP® 

Director

Post-Graduate Diploma in Financial Planning,

Hons BCom (Fin Analysis),

BCom (Inv Man)