Recognised CPD Provider
|
Recognised CPD Topics
|
Contact Details
|
|
|
|
ICS Academy (Pty) Ltd
|
Ethics & Practice Standards
|
James Smalberger
021 975 6597
james@icsacademy.co.za
https://www.complianceservices.co.za/ics-academy/
|
Fundnews Africa CC
|
Financial Management, Asset Management, Risk Management and Ethics and Practice Standards
|
Lindsay Mitchell
021 8500 585
lindsay.mitchell@hedgenewsafrica.com
www.hedgenewsafrica.com
|
Kagiso Collective
Investments
|
Asset Management
|
Marina van der Lith
021 673 6312
mvanderlith@kagisoam.com
www.kagisoam.com
|
FPI Centre for Professional Development
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Adele Whyte
011 470 6024
adele.whyte@fpi.co.za
www.fpi.co.za
|
Vaps Consultancy (Pty) Ltd
|
Ethics & Practice Standards, Risk Management
|
Delia Green
082 938 7057
delia@vaps.co.za
www.vaps.co.za
|
Allegiance Consulting (Pty) Ltd
|
Risk Management, Retirement Planning, Estate Planning
|
Johan van der Vyver
012 360 0400
Johan.vdvyver@allegiance.co.za
www.allegiance.co.za
|
| Discovery |
Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards |
Ester Watson
011 529 4653
esterw@discovery.co.za
www.discovery.co.za |
| Sanlam Life Insurance Limited |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Pascal Lugisani
021 906 5616
Pascal.Lugisani@sanlam.co.za
www.sanlam.co.za |
| Glacier Financial Holdings (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards |
Karin Pienaar
021 917 9156
karin.pienaar@glacier.co.za
www.glacier.co.za |
| Old Mutual Wealth |
Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards
|
Donny Bruce
021 524 4400
donny.bruce@omwelath.co.za
www.omwealth.co.za |
| Investec Asset Management |
Asset Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
|
Marlin Africa-Sylvester
021 416 1635
marlin.asylvester@investecmail.com
www.investecassetmanagement.com |
Nedgroup Investments
|
Financial Management Asset Management Risk Management Retirement Planning Ethics and Practice Standards |
Natalie Davids & Sameer |
REZCO Investment Counsel (Pty) Ltd
|
Asset Management |
Eridene Coltman
0861 739 468
eridene@rezco.co.za
www.rezco.co.za/
|
Amity Investment Solutions (Pty) Ltd
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Alvin Hove
011 609 0707
anton@amitywealth.co.za
www.amitywealth.co.za |
The Institute of Health Risk Managers (Pty) Ltd
|
Risk Management |
Irene Zambelis
011 726 7482
irene@ihrm.co.za
www.ihrm.co.za
|
Portfolio Analytics Consulting
|
Risk Management, Ethics and Practice Standards |
Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
|
| Integrity Academy (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Johann Cloete
082 881 7971
johann@ialearn.co.za
https://www.integrityacademy.co.za/
|
| Alexander Forbes Financial Services |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Antoinette Swanepoel
011 269 0655
swanepoelan@aforbes.co.za
www.alexanderforbes.co.za |
| Intelligo Solutions (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement, Planning Estate, Planning Ethics and Practice Standard |
Isobel Rose
011 234 6251
isobelr@intelligosolutions.com
www.intelligosolutions.com
|
| Investment Consulting and Trustee Service |
Asset Management, Risk Management, Ethics and Practice Standards |
Toni Cantint
087 702 3821
cantint@icts.co.za
www.icts.co.za
|
| Unlimited People |
Professional Skills & Abilities |
Sue Serkfontein
082 566 5807
sue@upc.co.za / suzettes@worldonline.co.za
www.upc.co.za |
| Morningstar Investment Management |
Asset Management |
Michael Kruger
021 446 8307
michael.kruger@morningstar.com
www.morningstar.co.za |
| SA Asset Management |
Asset Management |
Andre Botha
012 567 7657
andreb@sastockbrokers.co.za
www.saassets.co.za |
| Moonstone Business School of Excellence (Pty) Ltd |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard |
Albert Marais
021 883 8000
edel@mbse.ac.za
www.mbse.ac.za
|
| Elite Wealth (Pty) Ltd |
Financial Management, Risk Management, Ethics and Practice Standards |
Mari Koekemoer
072 039 2215
mari.koekemoer@elitewealth.co.za
www.elitewealth.biz |
Coronation Fund Managers
|
Asset Management
|
Vanessa Lambe or Valda Daniels
021 680 2000
vlambe@coronation.co.za vdaniels@coronation.co.za
www.coronation.co.za
|
| Carmen Venter |
Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning |
Carmen Venter
082 880 7192
carmenventer@discoverymail.co.za
www.futurefinance.co.za |
| Momentum |
Asset Management, Risk Management, Tax Planning, Retirement Planning Estate Planning, Ethics and Practice Standards |
Jeanette Hobson
087 742 9148
jhobson@mmiholdings.co.za
www.momentum.co.za |
| Coronation Fund Managers |
Asset Management
|
Kirshni Totaram
021 680 2043
ktotaram@coronation.co.za
www.coronation.co.za |
| Foord Asset Management (Pty) Ltd |
Asset Management
|
Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za |
| Prudential Portfolio Managers Unit Trusts Ltd |
Asset Management and Risk Management |
Hamilton van Breda
021 670 8220
hamilton.vanbreda@prudential.co.za
www.prudential.co.za |
| Nedgroup Investments |
Financial Management, Asset Management, Risk Management, Retirement Planning, Ethics and Practice Standards |
Mantombi Masoka
021 416 6071
MantombiM@Nedgroupinvestments.co.za
www.nedgroupinvestments.com |
| PSG Wealth Financial Planning |
Asset Management, Risk Management, Ethics & Practice Standards
|
Janine Johannes
021 918 7800
Janine.johannes@psg.co.za
www.psg.co.za |
Marriot Asset Management (Pty) Ltd
|
Asset Management, Retirement Planning |
Sally Anderson
031 765 0700
andersons@marriott.co.za
www.marriott.co.za
|
| Bridge Fund Managers |
Asset Management, Retirement Planning |
Morne Rall
011 459 1821
Morne.Rall@bridgefm.co.za
www.bridgefm.co.za
|
| GTC (Pty) Ltd |
Asset Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
David Seligman
010 597 6838
dseligman@gtc.co.za
www.gtc.co.za |
| Allan Gray (Pty) Ltd |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Merryl Lary
021 446 7704
Merryl.Lary@allangray.co.za
www.allangray.co.za |
| Noble Private Portfolios |
Asset Management, Retirement Planning, Ethics & Practice Standards
|
Belinda Kok
086 110 5811
belinda@nobleport.co.za
http://www.noblepp.co.za |
| Asisa Academy (Pty) Ltd |
Asset Management, Tax Planning |
Zubeida Ebrahim
021 673 1627
zebrahim@asisaacademy.org.za
http://www.asisaacademy.org.za/ |
| Alexander Forbes Investments |
Asset Management |
Stella Carter
011 505 6353
carters@aforbes.com
www.alexanderforbesinvestments.co.za/
|
| Old Mutual International SA |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning Ethics & Practice Standards
|
Liesl Joseph
021 524 4724
liesl.joseph@omwealth.co.za
www.oldmutualinternational.co.za
|
| PPS Financial Planning |
Asset Management Financial Management Retirement Planning Risk Management Estate Planning Tax Planning Ethics & Practice Standards |
Fadlah Hendricks
021 882 9520
fhendricks@pps.co.za
www.pps.co.za |
| Novia One Group |
Asset Management |
Carol Junius
011 783 9390
caroll@noviaone.com
www.noviaone.com |
| Fairtree Asset Management (Pty) Ltd |
Asset Management |
Sisiwe Baduza
021 943 3760
sisiweb@fairtree.com
www.fairtree.com/ |
| Novare Holdings |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Candice Honing
021 914 7730
candiced@novare.com
www.novare.com |
| Compli-Serve SA (Pty) Ltd |
Compliance & Risk Management Ethics & Practice Standards. |
Tanya van Aswegen
087 897 6970
Tanya@compliserve.co.za
www.compliserve.co.za |
| Old Mutual Investment Group |
Asset Management, Ethics and Practice Standards |
Sharmila Jaga
(021) 509-5022
sjaga@oldmutualinvest.com
www.oldmutual.co.za |
| Last Word Media |
Financial Management, Asset Management. |
Lucie Freeman
+44 (0)20 7065 7583
lucie.freeman@lastwordmedia.com
www.lastwordmedia.com |
| Old Mutual International |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards. |
Liesl Joseph
(021) 524 4724
liesl.joseph@omwealth.co.za
www.oldmutualinternational.co.za |
| Noble Private Portfolios |
Asset Management, Retirement Planning, Ethics and Practice Standards.
|
Hester Du Plessis
086 110 5811
belinda@nobleport.co.za
www.noblepp.co.za |
| Financial Intermediaries Association of Southern Africa (FIA) |
Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
Joe Kotze
087 945 5381
joe@fia.co.za
www.lastwordmedia.com |
| Compliance & Learning Center (Pty) Ltd |
Financial Management Risk Management Ethics and Practice Standard
|
https://www.compliancelearningcenter.net/ |
Efficient Wealth
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard. |
Ronel Faurie
087 945 5381
ronelf@efw.co.za
www.efwealth.co.za |
FNB Corporate Partner
|
Asset Management |
Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.za |
| IRESS Wealth Management |
Financial Management, Retirement Planning, Estate Planning. |
Theresa Brink
(010) 492 1137
Tbrink@iress.co.za
www.iress.com |
Boutique Collective Investments
|
Financial Management, Risk Management, Tax Planning Estate, Planning Retirement, Planning Ethics & Practise Standards
|
Tanya Thomson
083 327 1391
rwalton@bcis.co.za
www.fnb.co.za |
Estudy
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Gerhard Visser
082 819 7398
gvisser@estudysa.co.za
www.estudysa.co.za
|
| Circulus Online |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
Francois Du Toit
083 275 8368
francois@circulus.co.za
www.circulus.co.za |
| 1Life Insurance |
Risk Management, Ethics and Practice Standards
|
Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za
|
Wits Plus Centre for part time studies
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Mrs Boitumelo Leketi
011 717 9511
wits.plus.marketing@wits.ac.za
https://www.wits.ac.za/part-time/
|
| Old Mutual Corporate |
Asset Management, Retirement Planning, Ethics and Practice Standards |
Vuyo Njisane
011 217 1399
vnjisane@oldmutual.com
www.oldmutual.co.za |
Sygnia Asset Management (Pty) Ltd
|
Asset Management, Ethics and Practice Standards
|
Debra Gill
+27 21 446 4964
dgill@sygnia.co.za
www.sygnia.co.za
|
Old Mutual Personal Finance
|
Financial Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
|
Pat Craythorne
021 509 2475
pcraythorne@oldmutual.com
www.oldmutual.co.za
|
| Milpark Education (Pty) Ltd |
Financial Management, Asset Management, Retirement Planning, Risk Management, Tax Planning, Estate Planning, Ethics and Practice Standards
|
Marilize Putter
086 999 0001
Marilize.Putter@milpark.ac.za
www.milpark.ac.za |
Nedbank Limited
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards.
|
Benazir Kajee
082 566 4659
BenazirK@Nedbank.co.za
www.nedbankprivatewealth.co.za
|
Estudy
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Gerhard Visser Jnr
082 819 7398
annelize@estudysa.co.za
https://estudysa.co.za/
|
ICTS Legal Services (Pty) Ltd
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Toni-Leigh Cantin
087 702 3821
cantint@icts.co.za
www.icts.co.za
|
Matrix Fund Managers
|
Asset Management
|
Mduduzi Ntombela
021 673 7829
mduduzi@matrixfm.co.za
|
Alexander Forbes Financial Planning Consultants
|
Financial Management; Asset Management; Retirement Planning; Risk Management; Tax Planning; Estate Planning; Ethics and Practice Standards.
|
Megan Marks
011 269 0513
marksm@aforbes.co.za
www.alexanderforbes.co.za |
| Oasis Group Holdings Pty Ltd |
Financial Management; Asset Management; Risk Management; Tax Planning; Retirement Planning; Estate Planning; Ethics and Practice Standard
|
Sherazaan Isaacs
021 413 7800
Sherazaan@oasiscrescent.com
www.oasiscrescent.com |
Black Onyx Alternative Investments
|
Asset Management
|
Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.co.za
|
Masthead (Pty) Ltd
|
Financial Management; Ethics and Practice Standards Law; Tax Planning; Estate Planning; Retirement Planning; Risk Management; Asset Management
|
Danelle Vollgraaff
021 686 3588
dvollgraaff@masthead.co.za
www.masthead.co.za
|
Asset TV
|
Asset Management
|
Marelize Dau
+27 (0)83 230 2337
Marelize.dau@asset.tv
www.assettv.com
|
PPS Investments (Pty) Ltd
|
Asset Management
|
www.ppsinvestments.co.za
|
| YouHash (Pty) Ltd |
Asset Management |
www.youhash.io
|
Ashburton Fund Managers (Pty) Ltd
|
Asset Management
|
www.ashburtoninvestments.co.za
|
Simeka Consultants & Actuaries (Pty) Ltd
|
Financial Management, Asset Management, Risk, Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
www.simekaconsult.co.za
|
Northstar Asset Management (Pty) Ltd
|
Asset Management
|
https://northstar.co.za/
|
Infinitus Risk Management Service (Pty) Ltd
|
Risk Management
|
http://infinitus.co.za/
|
Cornerstone Performance Solutions (Pty) Ltd
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
https://performancesolutions.co.za
|
Octomate (Pty) Ltd
|
Risk Management |
Abbot Pfukwa
011 238 7095 / 010 224 0128
abbot@octomate.co.za
www.octomate.co.za
|
Liberty Corporate
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
www.liberty.co.za
|
Council for Medical Schemes
|
Risk Management, Ethics & Practice Standards
|
Mmatsie Mpshane
|
BrightRock Life Limited
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Lydia Davidson
0860 007 744
lydiad@brightrock.co.za
www.brightrock.co.za
|
Nedbank Limited
|
Financial Management, Asset Management, Risk Management, Tax Planning, Ethics and Practice Standards
|
Benazir Kajee
082 566 4659
BenazirK@Nedbank.co.za
www.nedbankprivatewealth.co.za
|
Old Mutual Personal Finance
|
Financial Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
|
Lydia Davidson
021 509 2475
PCraythorne@OLDMUTUAL.com
www.oldmutual.co.za
|
Associated Compliance
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice, Standard Practice Management
|
Charmaine Koch
083 533 7083
charmaine@acdevelop.co.za
associatedcompliance.co.za
|
Jardine Lloyd Thompson (Pty) Ltd
|
Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
|
Tara Langdon
011 361 0000
tara_langdon@jltgroup.com
http://www.za.jlt.com
|
Citadel Investment Services (Pty) Ltd
|
Asset Management
|
Sisa Mtitshana
012 470 2524
sisam@citadel.co.za
www.citadel.co.za
|
Fundhouse Advisor (Pty) Ltd
|
Ethics & Practice Standards
|
Matthew Marrian
021 975 6597
matthew@fundhouse.co.za
www.fundhouse.co.za
|
The Sherq Centre of Excellence (Pty) Ltd
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Susheila Moodley
083 745 6856
susheila@tfwshop.co.za
www.tfwshop.co.za/about.php
|
Ray Strodl Consulting (Pty) Ltd
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Raymond Strodl
021 975 6597
rstrodl@rscnetwork.co.za
www.rscnetwork.co.za
|
IRESS Wealth Management
|
Financial Management, Retirement Planning, Estate Planning
|
Sue-Ellen Abrahams
010 492 1111
SAbrahams@iress.co.za / Nireshnie.Perumal@iress.co.za
www.iress.com/za
|
1Life Insurance
|
Retirement Planning
|
Alexandra McLoughlan
011 428 1789
alexandramc@1life.co.za
www.telesure.co.za/
|
Comply Law CC
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Thomas I Liebenberg
083 484 8777
liebprok@telkomsa.net / complylaw@gmail.com
www.complylearning.com
|
Insurance Publications
|
Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard Practice Management
|
Rianet Whitehead
011 768 2299
rianet@fanews.co.za
www.fanews.co.za/
|
ABSA Group Limited
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Thirusha Bharath
011 350 7775
Thirusha.Bharath@absa.africa
www.absa.co.za
|
Simply Learn CC
|
Asset Management,Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Zelda Fuka
012 998 7938
zelda@legal1.co.za
www.fais.simplycomply.co.za/
|
PPS Academy, a division of PPS Insurance Limited
|
Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
Ursula Rabanye
011 644 9738
urabanye@pps.co.za
|
Guarantee Trust Corporate Support Services (Pty) Ltd
|
Asset Management,Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Robert Murray
rob@gtcss.co.za
|
Prima Research (Pty) Ltd
|
Asset Management
|
Craig Whittle
021 000 3755
craig@primaresearch.co.za
https://primaresearch.co.za
|
Sygnia Asset Management (Pty) Ltd
|
Asset Management
|
Debra Gill
021 446 2432
dgill@sygnia.co.za
www.sygnia.co.za/
|
OUTsurance Holdings Limited
|
Asset Management
|
Zayeeda Mckay
012 675 4566
mckayz@out.co.za
www.outsurance.co.za/
|
| Sygnia Asset Management (Pty) Ltd |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Tara Langdon
011 361 0000
tara_langdon@jltgroup.com
www.za.jlt.com/
|
Masthead (Pty) Ltd
|
Estate Planning, Risk Management, Ethics & Practice Standards
|
Danelle Vollgraaff
012 675 4566
dvollgraaff@masthead.co.za
www.masthead.co.za/
|
Black Onyx Alternative Investments
|
Asset Management
|
Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.co.za
|
| Momentum Consult & Actuaries |
|
Shakiera Valli
084 411 5467
shakiera.valli@momentum.co.za
www.momentumconsult.co.za/en/about?tab=mmi
|
| Coronation Asset Manager (Pty) Ltd |
Asset Management
|
Vivienne Beaumont
021 680 2497
VBeaumont@Coronation.com
www.coronation.com
|
| Sanlam Life Insurance Limited |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Aileen Sirkissoon
011 238 0457
Aileen.Sirkissoon@sanlam.co.za
www.sanlam.co.za
|
The Standard Bank of South Africa
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
|
Vivienne Beaumont
083 266 3321
Merrill.Pullen@standardbank.co.za
www.standardbank.co.za
|
| Fundnews Africa CC |
Financial Management, Asset Management, Risk Management and Ethics and Practice Standards
|
Lindsay Mitchell
011 238 0457
lindsay.mitchell@hedgenewsafrica.com
www.hedgenewsafrica.com
|
The Eventful Group (Pty) Ltd
|
Financial Management
|
Jane Simonsen
021 180 4834
Jane.Simonsen@theeventfulgroup.com
www.theeventfulgroup.com
|
Cadiz Funds (Pty) Ltd
|
|
Rudi Kotze
011 238 0457
Rudi.Kotze@thewarwickgroup.com
|
| Natsure (Pty) Ltd |
|
Shemigra Kiewiets
0861 447 752
bernicevl@natsure.co.za
ShemigraK@natsure.co.za
www.natsure.co.za/
|
Analytics Consulting (Pty) Limited
|
Risk Management, Ethics & Practice Standards
|
Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
|
Derividoc
|
Financial Management
|
Melissa van der Merwe
084 641 1290
ciska@derividoc.com
melissa@derividoc.com
www.derividoc.com/
|
Liberty Group Limited
|
Asset Management,
Financial Management,
Risk Management,
Estate Planning,
Tax Planning,
Retirement Planning,
Ethics & Practice Standards
|
|
MitonOptimal South Africa (Pty) Ltd
|
|
Jolandi Slabbert
021 689 6908
jolandi@mitonoptimal.com
www.mitonoptimal.com/southafrica/
|
Glacier Financial Holdings (Pty)Ltd
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics & Practice Standards
|
Karin Pienaar
021 917 9156
karin.pienaar@glacier.co.za
www.glacier.co.za
|
Chartered Financial Analyst Society of South Africa NPC
|
Asset Management, Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
|
Lucille Smit
011 791 0105
info@cfa.ac.za
www.cfasociety.org/southafrica/Pages/Home.aspx
|
Goldman Sachs International
|
Asset Management
|
Emma Pape
+44 20-7552-041
Emma.Pape@gs.com
www.goldmansachs.com
|
Vaps Consultancy (Pty) Ltd
|
Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
Delia Green
011 795 8800
delia@vaps.co.za
www.vaps.co.za/
|
FMI, A Division Of Bidvest Life
|
Retirement Planning, Risk Management and Ethics & Financial Planning Standards
|
Chane Kemp
031 538 3519
çhanek@fmi.co.za
www.fmi.co.za
|
Asset TV (Pty) Ltd
|
Asset Management
|
Marelize Dau
074 653 6296
Marelize.dau@asset.tv
www.assettv.com
|
Discovery Central Services (Pty) Ltd
|
Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics & Practice Standards
|
Ester Watson
011 529 2451
esterw@discovery.co.za
CarynG@discovery.co.za
www.discovery.co.za
|
Allegiance Consulting (Pty) Ltd
|
Risk Management, Retirement Planning, Estate Planning
|
Johan van der Vyver
082 570 8688
Lvanwyk@kagisoam.com
www.allegiance.co.za
|
Kagiso Collective Investments
|
Financial Management Asset Management
|
Liza-Marie Taljaard
011 217 4820
elize@carisa.co.za
www.kagisoam.com
|
MMI Group Limited
|
Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
|
Charline Skei
082 570 8688
CSkei@metropolitan.co.za
www.metropolitan.co.za/L29
|
Schroder Unit Trusts Limited
|
Asset Management, Financial Management, Estate Planning, Tax Planning, Retirement Planning, Risk Management, Ethics & Financial Planning Standards
|
John Howard
'442076584912
john.w.howard@schroders.com
www.schroders.com/en/za/intermediary/
|
Bengeula Health Solutions (Pty) Ltd
|
Risk Management
|
Derry Heron
082 330 8603
derry@benguelahealth.co.za
www.benguelahealth.co.za
|
Efficient Private Clients (Pty) Ltd
|
Asset Management
|
John Howard
087 057 0543
francois@efpc.co.za
www.efpc.co.za/
|
Expert Advisor Accelerator (Pty) Ltd
|
|
Stian de Witt
082 569 7799
stian@attoohpw.co.za
|
Prescient Investment Management (Pty) Ltd
|
Asset Management
|
Danielle McClleland
021 700 3700
danielle.mcclelland@prescient.co.za
www.prescient.co.za
|
Spectacular Training and Conferences
|
Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards
|
Shaun Moodley
011 025 5581
shaun@spectaculartc.co.za
www.spectaculartc.co.za/
|
Avior Capital Markets (Pty) Ltd
|
Asset Management | Financial Management
|
Alex Naicker
011 589 2862
alex@avior.co.za
https://avior.co.za/
|
Phoenix Wealth Management (Pty) Ltd
|
Asset Management
|
Tawuya Nhongo
023 100 0070
tawuya@phoenix.co.za
https://phoenix.co.za/
|
LMS Life Counselling CC
|
Ethics & Practice Standards
|
Ruby Steenkamp
041 363 1196
leonspreekkamer@telkomsa.net / ruby@rubysteenkamp.co.za
www.lmslife.co.za
|
Sasfin Financial Advisory Services
|
Asset Management
|
Terri Katz
012 425 6174
Terri.Katz@sasfin.com
https://www.sasfin.com/
|
Full Value Financial Services (Pty) Ltd
|
Asset Management | Financial Management | Risk Management
|
Ruby Steenkamp
011 781 5678
edwin@fullvalue.co.za / mike@fullvalue.co.za
www.fullvalue.co.za/
|
Enhance IFA Solutions (Pty) Ltd
|
Ethics & Practice Standards
|
Peter Strydom
031 205 2496
peter@enhanceifa.com
www.enhanceifasolutions.co.za
|
Octomate (Pty) Ltd
|
Asset Management | Risk Management | Ethics & Practice Standards
|
Abbot Pfukwa
011 238 7095
abbot@octomate.co.za
www.octomate.co.za/
|
Investec Bank Limited
|
Asseet Management | Risk Management
|
Kim Skjoldhammer
021 416 1403
Kim.Skjoldhammer@investec.co.za
https://www.investec.com/en_za.html
|
Northstar Asset Management (Pty) Ltd
|
Asset Management
|
Chantelle Clayton
021 794 2885
cclayton@northstar.co.za
www.northstar.co.za/
|
Financial Sector Transformation Council NPC
|
Risk Management | Financial Management | Retirement Planning
|
Norma Sephuma
021 416 1403
NormaS@fstc.org.za
NormaS@fstc.org.za
|
Santam Limited
|
Risk Management
|
Eloff van der Spuy
012 369 1104
eloff.vanderspuy@santam.co.za
www.santam.co.za/
|
2IP (Pty) Ltd
|
Asset Management | Risk Management
|
Danielle van Breda | Francois Cilliers
021 914 1321
danielle@2ip.co.za | francois@2ip.co.za
https://www.2ip.co.za/
|
Senate Group
|
Asset Management
|
Theoniel McDonald
083 284 8040
jessica@wealthassociates.co.za.
www.senategroup.co.za/
|
Ascension Business Academy (Pty) Ltd
|
Risk Management | Ethics & Practice Standards
|
Gordon Dewar
082 878 4105
aba@wol.co.za
www.abatraining.co.za
|
Anchor Group Limited
|
Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards
|
Yvandra van Jaarsveld
021 417 8892
nbrown@anchorfs.co.za
www.anchorgroup.co.za/
|
Cornerstone Performance Solutions (Pty) Ltd
|
Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standard
|
Karen Verster
011 789 1957
karenv@performancesolutions.co.za
www.performancesolutions.co.za
|
Navigate Training & Consulting
|
Ethics & Practice Standards | Risk Management
|
Sholane Sathu
info@navigate.co.za
sholanesathu23@gmail.com
www.navigatetraining.co.za
|
South African Mozambiquan Business Agencies CC
|
Asset Management | Financial Management | Risk Management | Tax Planning | Retirement Planning
|
Costas Souris | Rose Lopes
011 440 8006
costas@qualitygroupsa.com | rose@qualitygroupsa.com
www.qualitygroupsa.com
|
Financial Sector Conduct Authority (FSCA)
|
Ethics & Practice Standards
|
Stefanie Rossouw
012 428 8000
www.fsca.co.za
|
PSG Asset Management
|
Asset Management | Risk Management | Ethics & Practice Standards
|
Leanco Hartzenberg
021 918 7800
Leanco.hartzenberg@psg.co.za
www.psg.co.za
|
Prowess Investment Managers (Pty) Ltd
|
Asset Management
|
Cheryl Wyngaard
021 565 0065
cheryl@prowessinvestments.com
https://prowessinvestments.com/
|
Jason Bernic t/a Success Coaching
|
Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
|
Jason Bernic
082 901 4407
jason@successcoaching.co.za
www.successcoaching.co.za
|
UBS South Africa
|
Asset Management
|
Sharon Nell
011 322 7228
sharon.nell@ubs.com
www.ubs.com
|
Sigma Risk Solutions (Pty) Ltd
|
Risk Management
|
Morne Steenkamp | Brett Wethmar
011 463 0105
morne.steenkamp@sigmarisk.co.za
www.sigmarisk.co.za
|
IQ Compliance (Pty) Ltd
|
Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards.
|
Hawken McEwan
hawken@iqcompliance.co.za
www.iqcompliance.co.za
|
Intuition Publishing Limited
|
Asset Management
|
Richard Camp
+44 20 7737 3457
rcamp@intuition.com
www.intuition.com
|
Aon South Africa (Pty) Ltd
|
Asset Management | Risk Management | Retirement Planning
|
Bella Hawkins
bella.hawkins@aon.co.za
www.aon.co.za
|
Core Executrain
|
Asset Manager
|
Sumari Taljaard
079 109 1987
sumarit@thecoregroup.co.za
www.thecoregroup.co.za
|
PortfolioMetrix (Pty) Ltd
|
Asset Manager
|
Nomathamsanqa Bhebhe
noma.bhebhe@portfoliometrix.co.za
www.portfoliometrix.com/za
|
FNB Wealth
|
Asset Management | Risk Management | Ethics & Practice Standards
|
Lisle Ellapen
084 303 1973
lisle.ellapen@fnb.co.za
www.fnb.co.za
|
Towers Watson (Pty) Ltd
|
Asset Manager
|
Eleanor Fraser
eleanor.fraser@willistowerswatson.com
www.willistowerswatson.com/en-ZA
|
FNB Stock Broking and Portfolio Management (Pty) Ltd
|
Asset Management | Tax Planning | Retirement Planning | Risk Management | Ethics & Practice Standards
|
Wojciech Boryna
083 278 9948
WBoryna@fnb.co.za
www.fnb.co.za
|
Regenesys Management (PTY) Ltd
|
Ethics & Practice Standards
|
Dumisile Le Roux
dumisilel@regenesys.co.za
https://thegoodgovernanceacademy.com/second-colloquium-lp/
|
Compliance Online (Pty) Ltd
|
Ethics & Practice Standards
|
Marietjie Yelverton
021 863 0073
marietjie@complianceonline.co.za
www.complianceonline.co.za
|
HSBC Bank PLC Johannesburg Branch
|
Asset Management
|
Dean Thompson
011 676 4215
dean.g.thompson@za.hsbc.com
www.hsbc.co.za/
|
Laurium Capital
|
Asset Management
|
Michael Titley /Dane Hilderbrandt
011 263 7700
dane.hildebrandt@lauriumcapital.com
www.lauriumcapital.com/
|
The Money School CC
|
Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards.
|
Gary Kayle
083 442 7373
Gary@worth.co.za
www.themoneyschool.co.za/tms/
|
One Financial Services Holdings (Pty) Ltd
|
Risk Manager
|
Glynnis Styles
0861 266 562
glynnisstyles@one.za.com
www.one.za.com/
|
Sanlam Sky
|
Asset Management
|
Theo Mahapa
011 359 7700
theophilus.mahapa@sanlamsky.co.za
www.sanlamsky.co.za
|
Franklin Templeton Investments
|
Asset Manager
|
Katlego Kekana
071 681 7186
katlego.kekana@franklintempleton.com
www.franklintempleton.co.za/
|
27Four Investment Managers (Pty) Ltd
|
Asset Management
|
Mikhaeel Vawda
011 442 2464
vic@27four.com
www.27four.com
|
HSBC Securities South Africa (Pty) Ltd
|
Asset Management
|
Michele Davis
011 676 4350
michele.davis@za.hsbc.com
www.hsbc.co.za
|
Centre for Financial Planning Studies
|
Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
|
Prince Sarpong
061 354 5745
pk.sarpong@cfps.co.za
www.cfps.co.za
|