FSP 121351988 | Year started: 1988
jacqui@jnfinvestments.co.za

Jacqui Alcock is an independent financial planner with JNF Investments and specialises in holistic financial planning for clients including Estate Planning, Personal Life & Business Assurance, Group Benefits, Medical Aid and Investment solutions. Jacqui has over 35 years of experience in the industry.

FSP 655 | Year started: 1971
wayne@efw.co.za

Wayne Allen-White is a Financial Advisor with Efficient Wealth. He started his Insurance career over 35 years ago. His special interest and expertise is found in Corporate Pensions Funds, unit trust investments and life cover.

FSP 3192 | Year started: 1983
fanie@cronjeandco.co.za
www.cronjeandco.co.za

Fanie Cronje started his career in the financial industry in 1983, and is the sole director of Cronje & Co (Pty) Ltd. Fanie is a Certified Financial Planner, and member of the Financial Planning Institute of South Africa.

FSP 15858 | Year started: 1977
markg@galbraith.co.za

Mark Galbraith is a Financial Advisor and runs Galbraith & Associates Broking Services. He started his insurance career in 1977 with Old Mutual, he became an Independent Broker in 1981 when he formed Galbraith & Associates. He has spent the last 47 years, advising, and caring for his clients, many of whom have remained loyal over this entire period. Mark has served on many industry boards and is passionate about his business clients.

FSP 22026 | Year started: 1978
peter@hawkerdutoit.co.za

Peter is a specialist financial and estate planner living in Cape Town. He has managed client’s investments for 44 years.

FSP 13954 | Year started: 1972
dan@wealthassociates.co.za
wealthassociates.co.za

Dan Lezar has served as a director on the main board of Wealth Associates SA Pty Ltd for the past 16 years and has been in the Financial Industry for 50 years. He advises clients on their investment portfolios concentrating on advising his clients on their investment portfolios and believes in the philosophy that “small bricks build a big house”.

FSP 17577 | Year started: 1983
mark@nmm.co.za
www.nmm.co.za

Mark Louch is Managing Director of National Money Market(Natal)(Pty) Ltd, an independent Financial Planning Brokerage based in Umhlanga, Durban and Director of NMM Insurance Brokers, an independent Short Terms Insurance and Healthcare Brokerage based in Cape Town. He has over 30 years’ experience in all areas of financial planning.

FSP 5588 | Year started: 1991
alastair@wealthassociates.co.za
www.ajmglobal.com

Alastair Mackie is managing director of Wealth Associates AJM Asset Management (Pty) Ltd. Alastair concentrates on wealth management for individual clients and has done so for close on 30 years. Alastair is also on the investment committee for Wealth Associates Asset Management (Pty) Ltd, structuring funds for the Wealth Associates group.

FSP 200400562 | Year started: 2003
theoniel@wealthassociates.co.za
www.wealthassociates.co.za

Theoniel Mc Donald has been passionate about financial planning and wealth management for over 20 years. While serving his clients is his priority, his love for business has resulted in him taking various industry leadership roles. Roles include Managing Director of Wealth Associates Central and Wealth Associates Fiduciary Services, Strategic Marketing Director of the Wealth Associates South Africa board,. and an elected director on the Financial Intermediaries Associates of South Africa’s, while also serving as the Vice President.

FSP 641 | Year started: 1990
mel@platinumportfolios.com
www.platinumportfolios.com

Mel’s track record spans more than two decades as an investment manager in both local and global markets. He is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.

FSP 46663 | Year started: 1983
somerset@serala.co.za
www.serala.co.za

Somerset joined the financial services industry in 1982 and soon founded an independent financial planning practice. Somerset’s passion is holistic planning for private individuals, which includes estate planning, retirement planning and general financial planning. He is a Certified Financial Planner (CFP). Somerset is the managing director of Serala Wealth Managers (Pty) Ltd.

FSP 23887 | Year started: 1994
rosa@opfs.co.za
www.opfs.co.za

Rosa, a CFP® professional, is the founding member of Ohmni Power Financial Solutions CC. Her knowledge and experience translates into bespoke and holistic financial solutions for her clients.

FSP 44405 | Year started: 2005
mandy@eternityfs.co.za
www.eternityfs.co.za

Mandy Nowosielski is the Managing Director of Eternity Financial Solutions cc, with 19 years in the industry and CFP designation.

FSP 10878 | Year started: 1976
mike@helfin.co.za
www.helfin.co.za

Mike started his independent career in July 1976 in the current companies that he founded. He is currently the CEO and leads a team of 30 dedicated support staff in the various short term and long term financial service offerings. He matriculated from Pretoria Boys high, and subsequently qualified with a Bcom and MBL.

FSP 6523 | Year started: 2006
mauritz@wealthassociates.co.za
wealthassociates.co.za

Mauritz vd Heever is a practising independent wealth manager that believes in assisting his clients to better grow their wealth and protect the wealth which they have accumulated. He is a director of Wealth Associates South Africa and the Managing Director of Wealth Associates Bespoke Solutions. He stays abreast of the ever-changing development in information technology and envisions himself as a national ambassador for professionalism within the financial planning industry.

FSP 641 | Year started: 1982
charolyn@platinumportfolios.com
www.platinumportfolios.com

Charolyn has over 35 years’ experience in local and global financial services with extensive experience across a wide range of roles in the investment and fund management sector. She is joint manager of the Platinum Portfolios Global and Local funds and investment solutions.

FSP 9630 | Year started: 2003
isobel@theonefs.co.za
theonefs.co.za

Isobel Rohwer is a principal and financial planner at The One Financial Solution. She has over two decades of industry experience which evolved to a focus on holistic planning. The One Financial Solution is a multi-disciplinary practice offering a range of solutions to address the evolving needs of clients over multiple generations.

FSP 11100 | Year started: 1982
wallettr@mweb.co.za

Russell Wallett founded Russell Wallett Financial Services in 1993 and is the sole owner. He began his career in the Financial Services industry with FPS Ltd in 1983. He deals in all aspects of financial planning with an emphasis on investments and retirement planning.

FSP 33002 | Year started: 1982
pam.way@adviceworx.co.za
adviceworx.co.za

Pam Way is a founding financial planning partner of Adviceworx. Adviceworx takes a rational facts-based approach to help you to plan how best to protect your family from risk; grow your money before retirement; manage your finances when in retirement, and ensure that intergenerational planning is incorporated into your estate planning. Pam has been involved in the financial planning industry for four decades.

FSP 3004 | Year started: 1982
hannes@thepentagroup.com

Hannes Wepener is the sole member of Hannes Wepener Brokers cc which manages the investment of client funds and is also active in life assurance, medical aids funds, and Tax and Estate consulting. Hannes has been active in the industry since 1982.