by Admin | May 1, 2018
1 May 2018: Making a plan and having a great sense of humour keep up the spirits of intrepid investors trying to go at it alone.Read More…
KERRY joined Brenthurst Wealth in March 2017 as an Administrative Assistant to Sonia du Plessis in our Stellenbosch office. In 1996, after a year as a high school maths and science teacher, she entered the financial services industry as a Pension Fund Administrator at Alexander Forbes, Windhoek.
Three years later she relocated to the Western Cape and joined Momentum for a short stint. She was then recruited by Alexander Forbes Financial Services in Stellenbosch where she spent the next 16 years; the first 6 years as a Senior Pension Fund Administrator and the next 10 years as a financial advisor assistant.
YOLANDE has been in the banking industry since 2004 and moved into a specialized field of collateral management when joining Nedbank Investor Services.
In 2013 she joined the ABSA collateral team and joined Investec in 2016. She moved to Mauritius in 2018 and spent some time at Barclays Bank Mauritius thereafter joining our Mauritius office, Brent Wealth Management as a Foreign Exchange Consultant.
She also assists our clients with opening individual bank accounts on the island and with the help of our Mauritius Management company, assists clients with permits, setting up business structures etc.
For further enquiries you may contact her on
ybutchart@brenthurstwealth.co.za
mauritius@brenthurstwealth.co.za
Sanet was appointed in April 2020, joining our Cape Town team as an Executive Administration Assistant to Renee Eagar. She has been in the financial services industry since 1990. Her previous experience includes positions at Sanlam, BJM and ABSA. She spent her last 12 years working at Alexander Forbes Private Client Wealth as a Senior Wealth Management Assistant. She has received numerous accolades over the years which include but not limited to, Alexander Forbes Client Service Excellence – Silver award in 2014,2015 and 2017. Sanet has also obtained her Certification in Financial Planning in 2012 and achieved Best Student of the Year from Moonstone.
LEE joined Brenthurst Wealth in February 2020 as Office Administrative Assistant and Receptionist for the Stellenbosch office.
Before joining Brenthurst she worked in the Architectural field for 12 years in different roles, including Reception and Personal Assistant to several Directors.
LEBANETTE joined Brenthurst Wealth in January 2019 as a Legal and Fiduciary Assistant to Malissa Anthony, Head of the Fiduciary Department within the Western Cape 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.
GREER joined Brenthurst Wealth in 2016 as Administrative Assistant to Renee Eagar. She has been in the financial services industry since 1990.
Greer previously gained experience in her various financial and investment roles throughout her career, in New Zealand as well as in South Africa.
RONELLE joined Brenthurst Wealth in April 2013. She gained 24 years of valuable experience at Sanlam Life as a Personal Assistant to Senior Management as well as other key administrative support positions throughout her career.
Ronelle is the Administrative Assistant to André Basson who sits in our Tygervalley and Stellenbosch offices.
DALEEN was appointed in August 2016, joining our Cape Town team as an Executive Administrative Assistant to Brian Butchart, Brenthurst Wealth’s Managing Director. She joined the insurance industry in 1986 and gained valuable experience working at several providers like Sanlam, Southern Life, Momentum and AIMS.
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 in 2013.
SESETU joined Brenthurst Wealth in April 2018 as a Receptionist and an Administrative Assistant to Suzean Haumann in our the Tygervalley office in Cape Town.
She matriculated in 2010 from Attwell Madala High School in the Eastern Cape. Other responsibilities include managing and secure filing of client documentation, data-systems updates and general administrative duties.
KRISTIN joined the Brenthurst Wealth team in APRIL 2020 as an Administrative Assistant to Marise Smit and Gustav Reinach at our Pretoria office.
She is an experienced administrative assistant with a demonstrated history of working in the financial services industry. Kristin has been in the industry for 3 years and completed the Regulatory Examination for Representatives (RE5) in January 2019.
MAGDA joined Brenthurst Wealth in January 2014, as an Administrative Assistant for the Pretoria branch.
Magda entered the financial services industry in 2011 when she joined CUBrokers in Klerksdorp as an assistant to one of their planners. When her boss decided to open her own business, Magda followed her and served as her right hand in building up “Bprepared Brokers” from scratch—assisting her with client queries and general administrative duties. She left their employ when she moved to Pretoria. Prior to that Magda also worked as a chef for a guesthouse in the English countryside.
YOLANDI joined Brenthurst Wealth at the beginning of 2012. She is the Administrative Assistant for Johan Burger at our Pretoria office, focusing on portfolio updates as well as financial administration.
She has a BA Degree in Physical Education, an Honors Degree in Biokinetics as well as her Masters Degree in Human Movement Sciences.
RENÉ joined Brenthurst Wealth in June 2017 as Administrative Assistant to Marise Smit and Receptionist in our Pretoria office. Her previous experiences include 20 years in the insurance industry, of which 3 years was in Sanlam’s Legal Department.
In 1992 she received an offer to join PPS (Professional Provident Society) as a Broker Consultant. During her first three years of employment with the Society, she completed her Diploma in Marketing Management and was promoted to Senior Marketing Consultant. René worked at PPS for seven years and later joined Citadel Investment Services, in the Compliance Department where she obtained valuable experience.
Sarah joined Brenthurst Wealth in 2020 as a Senior Administration Assistant to Director and Investment Strategist Magnus Heystek.
She has worked in the financial services industry since 2004 at different established wealth management companies where she gained valuable experience from award-winning financial institutions with a strong focus on investment and retirement planning, offshore investing and risk administration processes.
Throughout her career, she has consistently delivered a high level of service ensuring that processes run as seamlessly as possible.
Joyce joined our Brenthurst team in October 2019, working in our office in Fourways. She was born and raised in Limpopo. She is responsible for managing all catering services for clients ensuring high standards are maintained at all times.
ZODWA joined the Brenthurst Wealth team in October 2019 as an Administrative Assistant to Leslie Greyling and Danine Van Schalkwyk at our Fourways office.
She manages client administration, which includes portfolio updates and new business. Prior to joining Brenthurst she was working for IOTA Investment Services for 17 years as an Assistant to a senior broker. Leaving IOTA she joined Global & Local Investment Advisors for 2 years performing the same role.
Juanita Clark-Miller joined the Brenthurst team in January 2020, as a legal assistant to Rozanne Heystek-Potgieter with a main focus to assist with deceased estates.
Juanita has 18 years of experience as a legal secretary with a wealth of knowledge in MVA claims, insolvent estates, and most recently conveyancing matters.
LARA joined the Brenthurst Wealth team in November 2019 as an Administrative Assistant to Mags Heystek at our Sandton office.
She manages client administration, which includes portfolio updates and new business. Prior to joining Brenthurst she was a Registration Specialist at VAT Global. Lara has a passion for dance and in addition to owning her own dance studio, was a ballet instructor and choreographer at different schools. She is a registered dance teacher and holds a qualification from the Royal Academy of Dance.
BUSI joined Brenthurst in 2017 and is an Administrative Assistant to Christoff Potgieter 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.
PHONET joined Brenthurst Wealth in April 2008 and started her career in a support role with catering services for clients, some reception duties and also provided basic administrative assistance.
She has since completed training to develop intermediate computer skills and now works for the administrative team at the Fourways office managing the secure filing of client documentation, stationery supplies and stock management of branded marketing material.
NICCI joined Brenthurst in August 2015 as an Administrative Assistant to Magnus Heystek Senior. She now operates from our Sandton office as an assistant to Mags Heystek, managing client administration, which includes portfolio updates.
Prior to joining Brenthurst she worked as a buyer, supply planner, channel manager and specialist representative at the South African office of global company Nestlé’s pet food division.
ERNA joined Brenthurst Wealth in 2011. She has 36 years of secretarial, legal and conference experience.
Erna currently assists the Financial Planners in the Johannesburg office and is in charge of client portfolio updates as well as general administration.
CELESTE has been working closely with Magnus Heystek for the past 25 years, holding the role as his Administrative Assistant and is based in our Fourways office.
She is responsible with handling and managing client administration, which includes portfolio updates.
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 Advisor focusing on Individual and Employee Pension Fund Benefits, as well as assists clients with investment planning matters, all under the direct supervision of Magnus Heystek, Investment Specialist and Director of Brenthurst Wealth Management.
Christoff has obtained his Advanced National Certificate in Financial Planning through Milpark and is currently studying to achieve his NQF 7 in order to proceed in obtaining his Postgraduate Diploma in Financial Planning.
GAVIN joined Brenthurst Wealth in March 2007 and presently heads up our office in Mauritius, whilst still servicing our offices in South African with matters in respect to tax and accounting.
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.
ROZANNE has been at Brenthurst since 2010 in different capacities, and then officially re-joined in 2014 after completing her articles of clerkship, to head up our Fiduciary Services Department within the Gauteng region.
She is responsible for the drafting of wills, deceased estates administration and estate planning.
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).
MALISSA joined the Brenthurst Team in July 2014, heading up our Fiduciary Services Department within the Western Cape region, and acts as our internal legal advisor and compliance officer (under supervision).
She is responsible for the drafting of wills, deceased estate administration, estate planning, and all matters of a legal, compliance and human resource nature. She is a qualified Attorney, admitted as such in the High Court of South Africa (Western Cape High Court).
Malissa has a B.Com Law degree obtained from the University of Johannesburg, an LLB degree obtained from the University of South Africa (UNISA), and a further certificate in Estate Planning obtained from Milpark. In addition to the above, she is currently studying towards successfully passing her Conveyancing & Notarial Practices Board Examinations through the Law Society of South Africa (LSSA).
Malissa also successfully passed her FISA examination focusing in 2017 which awarded her with the professional designation as a Fiduciary Practitioner of South Africa® and has also since 2018 been an accredited member of the Fiduciary Institute of South Africa (FISA).
Tanita joined Brenthurst Wealth in October 2020 as an Assistant Financial Adviser at the Pretoria branch.
She has been in the financial services industry since 2012 working as a liaison between Wealth Managers and clients assisting in all financial planning related duties.
Tanita obtained her B.Com degree and a B.Com (Hons) in Financial Management at the University of Pretoria. She also completed her Postgraduate Diploma in Financial Planning from the University of the Free State in 2018.
Tanita is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of SA.
Aidan joined Brenthurst Wealth in August 2020 as a Junior Financial Planner. He is under the direct Supervision of Suzean Haumann CFP®, and is based in Brenthurst’s Tygervalley and Yacht Club offices.
Aidan was a foreign exchange consultant at Incompass Forex for 3 years, where he served the forex needs of his clients.
Wealth Management has always been Aidan’s career passion. He has completed a National Certificate in Wealth Management with Moonstone Business School, and he is currently in process of completing his BCom in Financial Planning at Milpark.
Aidan will continue to pursue his part-time studies until he completes the CFP designation.
ROCCO joined Brenthurst Wealth in August 2020 as a Junior Financial Advisor/Para Planner under the direct supervision of Magnus Heystek in our Fourways branch.
Rocco is driven and passionate about the financial services industry.
He obtained a B.COM (Management Sciences) degree through Stellenbosch University, and most recently his Post Graduate Diploma in Financial Planning through University of the Free State.
Rocco has successfully completed his First Level Regulatory Examination for Representatives, which enables him to furnish advice to clients on all investment-related matters.
JEANIQUE joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser under the direct supervision of Johan Burger, in the Pretoria office.
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 B.Com Business Management degree from the University of Pretoria in 2013.
KAREN initially joined Brenthurst in April 2016 as an Administrative Assistant and has evolved in role, currently acting as a Para Planner for Mags Heystek under his direct supervision in our Sandton office.
She has more than 7 years’ experience as a Financial Advisor Assistant dealing with administration work. Karen holds a Diploma in Marketing and Management, a Higher certificate in Financial Planning (NQF5), and an Advanced Certificate in Financial Planning (NQF6).
She further successfully completed her First Level Regulatory Examination for Representatives which enables her to furnish advice to clients (under supervision). She is currently studying towards her Postgraduate Diploma in Financial Planning from Milpark.
STEFAN joined the Brenthurst Wealth team in November 2019 as a Financial Advisor at the Stellenbosch office. He currently works under the direct supervision of Sonia Du Plessis, while also assisting all other financial advisors in Cape Town.
He has obtained his B.Com degree in Investment Management and a B.Com (Hons.) in Financial Analysis from Stellenbosch University.
He is also currently a CFA Level ll candidate and will, in time, pursue his studies further in order to obtain his Postgraduate Diploma in Financial Planning.
JOSH joined Brenthurst Wealth in February 2016 as an Administrative Assistant, where he assisted the Financial Planners with administrative duties that included portfolio reviews, organization, and monitoring of documentation.
Josh is a young, driven individual who is busy establishing his career in the financial planning industry. He obtained his B.Com degree in the College of Law at the University of South Africa (UNISA) and is currently studying towards completing his Postgraduate Diploma in Financial Planning through Milpark.
Josh is now employed as a Financial Advisor under the direct supervision of BWM Managing Director and CERTIFIED FINANCIAL PLANNER®, Brian Butchart.
MARIA initially joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser and now acting as a Junior Financial Advisor at our Pretoria offices.
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, she also obtained her Postgraduate Diploma in Financial Planning from the University of the Free State in 2019.
Maria 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.
ARIN is based in Brenthurst Wealth’s Sandton Office.
He has been in the financial services industry since 2013, having started his career with Investec Asset Management, and previously consulted as an Investment specialist for Momentum Wealth and Wealth International.
Arin obtained his BCom and Postgraduate Diploma in Financial Planning from the University of the Free State 2017. He continues his passion for Financial Planning by continuously educating and challenging himself; and, most importantly, assisting clients in taking ownership of their financial affairs and long-term wealth creation.
GUSTAV joined Brenthurst Wealth in 2018 and is currently based in Pretoria (Gauteng) as a Junior Financial Advisor.
He obtained a B.Com Economics degree from the University of the Free State with a focus on key subjects such as Investment Management & International Economics.
Gustav successfully completed his First Level Regulatory Examination for Representatives, which enables him to furnish advice to clients on all investment-related matters.
Gustav’s previous experience includes the analysis of white label and hedge funds, as well as financial planning for individual clients focusing on their investment portfolios.
He is qualified to advise clients on all investment related matters, focusing on investment planning, retirement planning as well as offshore investments.
LESLIE joined Brenthurst Wealth Management in 2018 as a Risk and Investment Advisor.
Leslie obtained her National Certificate in Financial Services from INSETA in 2014, specializing in Wealth Planning. She has 21 years’ experience in the financial services industry, having served 14 of those years as an Independent Financial Advisor.
She is a REGISTERED FINANCIAL PLANNER™ and a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all aspects of investments, retirement planning and life cover which includes personal and business assurance.
ANDRE joined Brenthurst Wealth in 2018 and is head of the Val de Vie Estate office. He recently ranked as one of the top three Relationship Managers in SA in the 2020 Intellidex Wealth Manager and Private Banks Awards.
Andre obtained his B.Com degree from Stellenbosch University, finishing top of his financial planning class. His postgraduate studies include a B.Com (Hons) degree and a Postgraduate Diploma in Financial Planning also from Stellenbosch University. He obtained his Advanced Postgrad Diploma in Financial Planning (Cum Laude) from the University of the Free State .
He has a passion to help clients take ownership of their financial affairs, generate solutions and grow long term wealth. He a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
DANINE joined Brenthurst Wealth in 2015 and currently holds the position as a Financial Advisor at the Fourways Office.
INIEL joined Brenthurst Wealth in 2020 after practicing law for six years, specialising in complex corporate and commercial related matters.
Iniel is an Admitted Attorney of the High Court of South Africa and holds a
B Com (Law) and LLB degree from the University of South Africa as well as Postgraduate Diplomas in Compliance, Financial Planning and Investment Planning from the University of Johannesburg and Free State.
Iniel further holds Postgraduate Certificates in Money Laundering Control, Corporate Governance and Compliance (Cum Laude) from the University of Johannesburg. Iniel is currently enrolled at the University of South Africa for his LLM degree in Banking, Corporate Finance and Securities law.
Iniel is in the process of obtaining his CERTIFIED FINANCIAL PLANNER® designation under direct supervision of Mags L Heystek.
MARISE 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 B.Com in Investment Management and B.Com (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 a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
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 CERTIFIED FINANCIAL PLANNER® Professional in November 2012. Mags also acts as a representative and key individual for Brenthurst Capital (Pty) Ltd and a member of the investment committee dealing with investment and asset allocation decisions.
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.
BRIAN BUTCHART is Managing Director and key individual for Brenthurst Wealth.
In 2020 he was awarded as one of South Africa’s top three Relationship Managers in the SA’s Intellidex Wealth Manager and Private Banks Awards.
Brian is also responsible for compliance and operations nationally across all seven offices. He has been in the financial services industry for more than 21 years, since 1998, and has previously worked at Citadel and Magnus Heystek International.Brian is also a key individual and representative for Brenthurst Capital (Pty) Ltd and a senior member of the investment committee dealing with all investment and asset allocation decisions.
Brian 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.
JOHAN is head of financial planning and key individual at our Pretoria office 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.
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.
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.
SUZEAN is head of the Tygervalley office. She is a CERTIFIED FINANCIAL PLANNER® and a registered member of the Financial Planning Institute of South Africa.
She has experience in various aspects of financial planning, focusing on investment and retirement planning. Suzean is also a qualified Foreign Exchange Consultant for the company with a wealth of knowledge in offshore investments.
Suzean joined Brenthurst Wealth in 2010 and is fully qualified to give advice on all investment matters.
DDANINE joined Brenthurst Wealth in 2015 and currently holds the position as a Senior Financial Advisor at the Fourways Office.
She completed her Post-graduate Diploma in Financial Planning from the University of the Free State and also obtained a B.A. degree in Industrial Psychology, a Certificate in Labour Relations Management and Income Tax.
Danine has also successfully completed the First Level Regulatory Examination for Representatives.
She is a member of the Financial Planning Institute of SA and is fully qualified to advise on all investment matters.
SUE is a co-founder and director of Brenthurst Wealth and heads up the Brenthurst Wealth Management Marketing Department.
She joined Brenthurst Wealth Management in 2003. She co-ordinates all advertising, print activities as well as online developments, ensuring consistent corporate identity across marketing and public relations channels.
Other responsibilities include identifying marketing opportunities and trends as well as arranging national educational investment seminars ensuring that Brenthurst Wealth Clients are continuously updated and informed of the latest trends and movements in global financial markets. Prior to joining the investment industry, she gained eight years valuable experience at Gillette as a brand manager on top-performing brands.
DALEEN joined Brenthurst Wealth as a Media and Communications Consultant at the start of 2015.
She manages media liaison for the company and contributes content for various platforms ranging from client newsletters, the Brenthurst Blog and social media profiles. She started her career as a business journalist and has extensive experience in public relations and corporate communication in the financial services industry.
She has a B.Com (Industrial Psychology and Economics) degree and is currently studying Brand and Marketing Management.
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.
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.
Desmond started his career as a Commercial Banker in 1983, and later became involved with Private Banking and Wealth Management in 1999.
He gained extensive experience in managing relationships with High-Net-Worth Families, Financial Planning and Fiduciary matters while with the Absa Group and Standard Bank.
Desmond is head of financial planning at our Johannesburg office. He is a CERTIFIED FINANCIAL PLANNER® professional and Tax Practitioner and is fully qualified to give advice on all investment matters.
He holds a B Com Degree (Cum Laude); MBA; Post Graduate Diploma in Financial Planning and an Advanced Diploma in Taxation.
