MEET OUR TEAM

Advice and Client Service

Finance and Human Resources

Equity and Fund Research

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

Financial 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

Group Exco and Finance

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)

Dawie Conradie

Equity and Fund Research

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Advanced Diploma (Financial Planning)

Dr. Jonathan Bloom

Property Research

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D Phil

Francois Roux

Equity and Fund Research

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Hons BCom (Fin Analysis),

BCom (Fin Man)

Hester Mostert

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Group Compliance and Fund Research

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Post-Graduate diploma in Financial Planning,

BCom (Fin Analysis)

Kobus Kotze

Investment Strategist

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MCom (Inv Man),

Hons BEcon,

BEcon

Beth Smit

Client Service

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Phillipina Ntamo

Client Service

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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)