by Admin | Dec 4, 2014 | 0 comments
SONIA heads up the Stellenbosch office and has been in the financial services industry since 2001. She recently won the inaugural title of Top Financial Advisor in SA at the 2019 Intellidex Top Private Banks and Wealth Manager awards.
She previously worked for Magnus Heystek International as well as Absa Private Bank where she gained valuable experience in investment and life insurance matters. Sonia obtained a B.Com degree in 2001 from the University of the Free State and was awarded the CERTIFIED FINANCIAL PLANNER® designation in 2004.
Sonia is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of SA and is fully qualified to give advice on all investment matters.
RENEE is head of the Newlands office. She is a Certified Financial Planner® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
Renee has been in the financial services industry for 21 years since 1998 and has worked for institutions namely TMA and Investec Asset Management.
Renee obtained her Higher Certificate in Financial Markets in 2004 and was awarded the CERTIFIED FINANCIAL PLANNER® designation in 2006.
MALISSA joined the Brenthurst Team in July 2014, and heads up our Fiduciary Services Department within the Cape Town region.
She is responsible for the drafting of wills, administration of deceased estates, estate planning, and all matters that relate to legal and compliance. She is a qualified attorney having been admitted in the High Court of Cape Town.
Malissa has a BCom Law degree obtained from the University of Johannesburg (UJ), an LLB degree obtained from the University of South Africa (UNISA), and a further certificate in Estate Planning obtained through Milpark. In addition to the above, Malissa is also an accredited member of the Fiduciary Institute of South Africa (FISA) and holds the professional designation as a Fiduciary Practitioner of South Africa®.
GUSTAV REINACH is part of the Brenthurst team in the Pretoria offices. He obtained a degree in BCom Economics from the University of the Free State. He is an experienced Financial Adviser with a great passion for, and competence in the industry.
His previous experiences include him working with the management and analysis of white label and hedge funds in his characteristically hands-on, thorough, and dedicated approach. He has experience in various aspects of financial planning, with a focus on investment and retirement planning, as well as offshore investments.
GUSTAV is based in Gauteng, mainly works from the Pretoria branch, and is fully qualified to give advice on all investment matters.
She assists in all marketing-related activities including investment seminars and portfolio updates.
ROZANNE has been at Brenthurst since 2010 in different capacities, and then officially re-joined in 2014 after completing her article of clerkship, to head up our Fiduciary Services Department within the Gauteng region.
She is responsible for the drafting of wills, administration of deceased estates, estate planning, and all matters that relate to trusts, offshore trusts and offshore wills, with special focus on jurisdictions such as Guernsey and Mauritius.
She is an admitted attorney, with a BA Psychology & International Studies degree obtained from Monash University and a LLB degree obtained from the University of South Africa (UNISA), and a further certificate in International Trust Management from STEP (Society of Trust and Estate Planners).
Busi joined Brenthurst in 2017 and is an administrative assistant to the financial planning team at the Fourways office. She also manages the catering services for clients ensuring high standards are maintained at all times.
Before joining Brenthurst she worked in the retail industry in different roles, including shop assistant at a business operating in a large regional shopping mall.
Yolande started her career in the banking sector in 2004 with Nedbank Capital in Operations.
In 2008, she moved into a specialized field of collateral management joining the Securities Lending and Borrowing Team in Nedbank. Later she joined Absa Capital’s collateral team as Vice Principal in 2013, before moving to Investec Bank in 2016. In 2018 Yolande relocated to Mauritius and gained valuable experience at Barclays Bank Mauritius. She recently joined our Mauritius office, Brent Wealth Management, as a Foreign Exchange Consultant whereby she also facilitates the client onboarding process by opening personal bank accounts in different currencies like USD, EUR and GBP. The Mauritius office assist clients with the help of a Mauritius Management company to set up and apply for the following:
– Residency and work permit
– Company and trust structures and setup
– Appointment of trustees and directors and registered offices
– Administration of companies, payroll and statutory returns
– Commercial and residential Investment property
– Foreign exchange transfers and tax clearance
For further enquiries please send you email to mauritius@brenthurstwealth.co.za or you can personally contact Gavin gavinb@brenthurstwealth.co.za or Yolande yolandeb@brenthurstwealth.co.za
DANINE joined Brenthurst in March 2015 as a Professional Administrative Assistant and currently holds the position of Junior Investment Planner. She obtained a B.A. degree in Industrial Psychology, a Certificate in Labour Relations Management and a Certificate in Income Tax.
Danine is currently studying towards a B.Com degree in Human Resource Management and a Postgraduate Diploma in Financial Planning. She further successfully completed the First Level Regulatory Examination for Representatives which enables her to furnish advice to clients on all investment related matters, under the direct supervision of Magnus Heystek.
MAGS is the head of the Sandton office, and also serves as the Key Individual for Johannesburg.
Mags has been in the financial services industry for over seven years and qualified as a CFP® Professional in November 2012. Mags also serves as a member and representative of the Brenthurst Wealth Investment Committee with relation to the management of the company’s White Label Funds.
Mags is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of SA and is fully qualified to give advice on all investment matters.
DANINE joined Brenthurst in March 2015 as a Professional Administrative Assistant and currently holds the position of Junior Investment Planner. She obtained a B.A. degree in Industrial Psychology, a Certificate in Labour Relations Management and a Certificate in Income Tax.
Danine is currently studying towards her B.Com degree in Human Resource Management and a Postgraduate Diploma in Financial Planning.
She further successfully completed the First Level Regulatory Examination for Representatives which enables her to furnish advice to clients on all investment related matters under the direct supervision of Magnus Heystek.
LEBANETTE joined Brenthurst Wealth in January 2019 as Receptionist for the Stellenbosch office and as Legal Assistant to Malissa Anthony, Head of the Fiduciary Department within the Cape Town region.
She has many years of valuable experience as a Legal Secretary to Partners and Senior Directors of reputable Law Firms and has held key Administrative, Marketing and Management positions throughout her career.
JEANIQUE joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser in the Pretoria branch.
She has been in the financial services industry since 2014 working as a liaison between Financial Advisers and clients assisting in all financial planning related duties. Jeanique obtained a BCom Business Management degree from the University of Pretoria in 2013.
MARIA joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser in the Pretoria branch.
She has been in the financial services industry since 2015 working as a liaison between Financial Advisers and clients assisting in all financial planning related duties. Maria obtained a BCom Economics degree from the North West University Potchefstroom Campus. Maria is currently studying towards her Postgraduate Diploma in Financial Planning from the University of the Free State.
GERALDINE joined our team at BMW on January 2019.
She is designated as Administrator Assistant to our Magnus Jnr Heystek and Danine van Schalkwyk. Having earned her diploma of Executive Secretary Human Resources Management from College SA, she understands the process of recruiting and business organisations. As a researcher administrator, she gained her skills as an office administrator. She particularly enjoyed working within the corporate industry where patience and persistence was her key motivator. Geraldine is based at our Fourways Offices, Johannesburg.
LESLIE GREYLING joined Brenthurst Wealth Management in 2018 as a Risk and Investment Advisor.
Leslie is a Registered Financial Planner and has 21 years experience in the Financial Services Industry with 14 years as an Independent Financial Advisor.
She is a member of the Financial Planning Institute of Southern Africa (FPI) and fully qualified to give advice on all aspects of Investments, Retirement planning and Life cover which includes Personal and Business Assurance.
SUZEAN HAUMANN is a CERTIFIED FINANCIAL PLANNER® and a registered member of the professional body, the Financial Planning Institute of South Africa.
She has experience in various aspects of financial planning and focuses on investment and retirement planning as well offshore investment, being qualified as a Foreign Exchange Consultant for the company.
Suzean is based in Cape Town and is mainly working from the Tygervalley branch and is fully qualified to give advice on all investment matters
GAVIN ESTERHUYZEN joined Brenthurst Wealth in July 2018 as a Junior Financial Planner under the supervision of Certified Financial Planner Johan Burger.
He qualified with a BSc Mathematical Statistics degree in 2012 from the University of South Africa as well as a Postgraduate Diploma in Financial Planning at the University of the Free State in 2017. He also passed the CFA Level 1 examination and is currently studying towards the CFP and CFA designation.
Gavin previously worked at Simeka (Sanlam) Consultants and Actuaries, gaining exposure to Retirement fund valuations and also worked at ABSA Private Bank being mostly involved with Investment analysis.
ANDRE BASSON is based in Brenthurst Wealth’s Stellenbosch and Tygervalley office.
Andre attained a B.Comm from the University of Stellenbosch, finishing top of his Financial planning class. His postgraduate studies include a B.Comm Honours degree and a Postgrad Diploma in Financial Planning from Stellenbosch University.
He also completed his Advanced Postgrad Diploma in Financial Planning (Cum Laude) from the University of the Free State. He previously gained experience as a financial planner at Sanlam.
He has a passion to help clients take ownership of their financial affairs, generate solutions and grow long term wealth.
She spent her last 10 years working at Alexander Forbes Financial Planning Consultants where she was appointed as part of the Wealth Management team and had the opportunity to serve as the Administration Manager of the Western Cape Region for her last 8 years. She managed an administration staff compliment of 22 people and rotated between the Cape Town and Stellenbosch offices. She obtained her Advanced Certification in Financial planning (NQF6) in 2013. Daleen is married and has 3 daughters.
Ronelle will be assisting the Cape Town office as a receptionist and other administrative, marketing related activities including investment seminars.
Sesetu joined Brenthurst Wealth in April 2018 as a receptionist and an administrative assistant to Suzean Haumann in the Bellville office.
She matriculated on 2010 in the Eastern Cape, Attwell Madala High School. Other responsibilities include managing and securing filing of client documentation, data-systems updates and general administrative duties.
CHRISTOFF joined Brenthurst Wealth Management in June 2010. He obtained his REGISTERED FINANCIAL PLANNER™ designation in 2016 (also known as the RFP™ designation).
He is a junior financial planner and assists clients with investment planning under the supervision of Magnus Heystek, Investment Specialist and Director of Brenthurst Wealth Management.
Christoff is currently studying towards his Advanced National Certificate in Financial Planning and will be completing the CFP® qualification in 2017/2018.
Click here to send an email to Christoff
MARISE SMIT joined the Brenthurst team in April 2015. She is an experienced Certified Financial Planner® with a demonstrated history of working in the financial services industry.
She is a strong finance professional with a Bachelor of Commerce in Investment Management and Bachelor of Commerce (Hons.) in Financial Management from the University of Pretoria. She also completed her Postgraduate Diploma in Financial Planning from the University of the Free State.
Marise is also a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
Click here to send an email to Marise
ARIN RUTTENBERG joined Brenthurst Wealth in June 2016 as a Junior Financial planner under the supervision of experienced planner Magnus Heystek Jnr. He qualified with a Bcom in Finance and Investment in 2012 from the University of South Africa.
Arin previously worked at Investec Private Bank gaining exposure to credit, forex, cash investments and high net worth clients. He also leveraged off of other departments such as Asset Management and Wealth and Investment in order to broaden his knowledge further.
Arin’s passion for investment and changing the way people view retirement led him to perusing a career in financial planning. He will be completing the CFP® qualification in 2017.
Click here to send an email to Arin
GAVIN joined Brenthurst Wealth in March 2007 and presently heads up the Johannesburg office as well as the tax and accounts department.
He has an accounting diploma and gained many years experience in the accounting and tax fields, whilst working at various prestigious law firms and Brenthurst Wealth. Gavin is a registered General Tax Practitioner (SA) and a member of the South African Institute of Tax Professionals.
Gavin is currently completing his B.Com degree and has successfully completed the First Regulatory Examination, which enables him to give advice on all investment matters under supervision.
JOHAN is head of financial planning at our Pretoria branch and a director of Brenthurst Wealth Management (Pty) Ltd.
Johan obtained a B.Com degree in Financial Management from the University of South Africa in 2004. Additional qualifications include two years at Lynn University in the USA where he qualified in International Business. Johan initially gained experience at Interdynamics an Australian Risk Analyst Company. He joined Brenthurst Wealth in 2006 and completed his National Certificate in Wealth Management.
Johan is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
RICHUS is head of the Brenthurst Bellville and Stellenbosch office.
He has been in the financial services industry since January 2004 and has worked for Investec Trust and Fiduciary services in the Channel Islands (Guernsey and Jersey) and Geneva.
In 2008 he moved back to join Investec Private Bank in Cape Town. Richus has a B.Comm Management Accountancy degree from the University of Stellenbosch. He completed his audit articles at Logista Auditors and Accountants (Stellenbosch) and completed his ACCA (Association of Chartered Certified Accountants) qualifying exams in December 2011.
He is a fully registered member of ACCA and attained his Post-graduate Diploma in Financial Planning from the University of Stellenbosch (Cum Laude). He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
She has since completed training to develop intermediate computer skills and now works for the administrative team at the Fourways office managing secure filing of client documentation, stationery supplies and stock management of branded marketing material.
