WEALTH

TEAM

Pieter Engelbrecht, CFP®

PIETER ENGELBRECHT, CFP®

Director / Financial Planner
Sharne Andrade, CFP®

SHARNE ANDRADE, CFP®

Senior Financial Planner
Karina Coetzee

KARINA COETZEE

Client Services Administrator
Eugene Kuiper, CFP®

EUGENE KUIPER, CFP®

ParaPlanner
Lizemarie Botha

LIZEMARIE BOTHA

Money Market Administrator
Zanele du Toit

ZANELE DU TOIT

Client Services Administrator
Maxine Hendricks

MAXINE HENDRICKS

Reception and Front of House
Samantha Starke

SAMANTHA STARKE

Employee Benefits Administrator

TRUST

TEAM

Billy Nield, CA (SA)

BILLY NIELD, CA (SA)

Executive Director
Bert van Vlaanderen

BERT VAN VLAANDEREN

Senior Consultant: Trusts & Estates
Lara Monteiro

LARA MONTEIRO

Manager: Deceased Estates
Danelle Stander

DANELLE STANDER

Administrator: Trusts
Leandre le Roux

LEANDRE LE ROUX

Administrator: Deceased Estates
Bernadine Roetz

BERNADINE ROETZ

Consultant: Trusts
Megen Appolis

MEGEN APPOLIS

Estates and Trusts Consultant

ACCOUNTING & TAX SERVICES

TEAM

Robyn Brooks

ROBYN BROOKS

Senior Tax Compliance Consultant
Jarinda Swart

JARINDA SWART

Senior Tax Compliance Consultant
Yoemna Esau

YOEMNA ESAU

Senior Accountant
Nicole Margolius

NICOLE MARGOLIUS

Accountant
Shareen Muratori

SHAREEN MURATORI

Assistant Accountant
Sophia Tredoux

SOPHIA TREDOUX

Tax Assistant

OPERATIONAL SUPPORT

TEAM

Nakita Robertson

NAKITA ROBERTSON

Administrator: Risk & Compliance
Anthea Williams

ANTHEA WILLIAMS

Finance Manager