ERNST BEUKES
CFP
- Senior broker consultant at Sanlam for six years
- Executive consultant at Advance Wealth for three years
- Wealth manager at RMB Private Bank for seven years
- Independent financial planner and investment adviser since 2010
- Authorised Financial Services Provider license number: 809
Tel: 012 460 5007 | 082 881 0098
MIKE BORLAND
B Com, LLB, CFP
- Legal articles/practising attorney for six years
- Legal adviser at Old Mutual for two years
- Independent financial and investment adviser since 1985
- Authorised Financial Services Provider license number: 843
Tel: 031 202 9113 | 082 653 7039
SARAH CRONE
B Com, CFP
- Consultant at Nedcor Investment Bank for three years
- Independent financial and investment adviser since 1999
- Authorised Financial Services Provider license number: 843
Tel: 031 202 9113 | 082 321 4550
JACQUES DU PLESSIS
B Proc, LLB, CFP
- Admitted as Advocate of the Supreme Court of South Africa in 1988
- Legal consultant at Sanlam for six years
- Financial and investment adviser since 1992
- Authorised Financial Services Provider license numbers: 37281 and 7401
Tel: 011 552 7345 | 082 881 4671
HENDRIK FOURIE
B Com (Hons), CFP
- Financial planner with ABSA Bank and Nedcor for six years
- Managing director of the Royal Bank of Canada Global Private Banking (South Africa) for two years
- Chief representative officer at RBC Capital Markets for two years
- Independent financial adviser since 2003
- Authorised Financial Services Provider license number: 26421
Tel: 011 782 1200 | 082 453 8469
MIKE HARCOURT
BA LLB, CFP
- Admitted as attorney in the Supreme Court of South Africa in 1980
- Legal adviser at Old Mutual for two years
- Financial consultant at Standard Bank for six years
- Independent financial and investment adviser since 1983
- Authorised Financial Services Provider license number: 5684
Tel: 035 789 8525 | 083 440 6480
JAN LABUSCHAGNE
B Com (Hons), LLB, CFP
- Legal articles/practising attorney/conveyancer for three years
- Legal consultant at Sanlam for three years
- Executive consultant at Advance Wealth for three years
- Wealth manager at RMB Private Bank for seven years
- Independent financial planner and investment adviser since 2010
- Authorised Financial Services Provider license number: 809
Tel: 012 460 5007 | 082 905 6952
KOBUS VENTER
B Com, CFP
- Independent financial and investment adviser since 2002
- Member of the Investment Analyst Society of South Africa
- Authorised Financial Services Provider license number: 49263
Tel: 012 460 5007 | 083 225 8393
ADRI VILJOEN
CFA, CFP, CAIA
- Investment specialist at Momentum for one year
- Investment analyst and co-portfolio manager at FG Asset Management for four years
- Independent financial and investment adviser since 2017
- Authorised Financial Services Provider license number: 49263
Tel: 012 460 5007 | 084 214 9548
LOUIS WILKEN
B Com (Hons) Investment Management , Chartered Financial Analyst (CFA®)
- FG Investment Partners, Pretoria and Johannesburg – Investment Analyst for 2 years
- Investment Specialist at Ninety One (Previously known as Investec Asset Management) for 12 years
Tel: 011 782 1200 | 082 561 5113