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RECOGNISED CPD PROVIDER
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RECOGNISED CPD TOPICS
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CONTACT DETAILS
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1Life Insurance
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Risk Management, Ethics and Practice Standards
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Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za
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1Life Insurance
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Retirement Planning
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Alexandra McLoughlan
011 428 1789
alexandramc@1life.co.za
www.telesure.co.za/
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27four Investment Managers (Pty) Ltd
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Asset Management
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Mikhaeel Vawda
0114422464
vic@27four.com
http://www.27four.com
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2IP (Pty) Ltd
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Asset Management | Risk Management
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Danielle van Breda | Francois Cilliers
021 914 1321
danielle@2ip.co.za | francois@2ip.co.za
https://www.2ip.co.za/
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ABSA Group Limited
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Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
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Thirusha Bharath
011 350 7775
Thirusha.Bharath@absa.africa
www.absa.co.za
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ACM Risk Management
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Risk Management,
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James Veal
082 679 3354
james@acmotor.co.za
https://acmotor.co.za/
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Alcari Learning Centre (Pty) Ltd
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Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management
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Rene Venter
084 816 5430
rene.alcari@gmail.com
https://www.alcari.biz/
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Alexander Forbes Financial Services
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Antoinette Swanepoel
011 269 0655
swanepoelan@aforbes.co.za
www.alexanderforbes.co.za
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Alexander Forbes Investments
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Asset Management
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Stella Carter
011 505 6353
carters@aforbes.com
www.alexanderforbesinvestments.co.za/
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Allan Gray (Pty) Ltd
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Merryl Lary
021 446 7704
Merryl.Lary@allangray.co.za
www.allangray.co.za
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Allegiance Consulting (Pty) Ltd
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Risk Management, Retirement Planning, Estate Planning
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Johan van der Vyver
012 360 0400
Johan.vdvyver@allegiance.co.za
www.allegiance.co.za
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Amity Investment Solutions(Pty) Ltd
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Alvin Hove
011 609 0707
anton@amitywealth.co.za
www.amitywealth.co.za
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Analytics Consulting (Pty) Limited
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Risk Management, Ethics & Practice Standards
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Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
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Anchor Group Limited
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Financial Management Risk Management Tax Planning Estate Planning Retirement Planning Ethics & Practise Standards
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Yvandra van Jaarsveld
021 417 8892
nbrown@anchorfs.co.za
www.anchorgroup.co.za/
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Aon South Africa (Pty) Ltd
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Asset Management | Risk Management | Retirement Planning
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Bella Hawkins
bella.hawkins@aon.co.za
www.aon.co.za
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Ascension Business Academy (Pty) Ltd
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Risk Management | Ethics & Practice Standards
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Gordon Dewar
082 878 4105
aba@wol.co.za
www.abatraining.co.za
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Ashburton Fund Managers (Pty) Ltd
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Asset Management
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www.ashburtoninvestments.co.za
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Asisa Academy
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Asset Management
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Nqabisa Mbana
021 673 1662
Nmbana@asisaacademy.org.za
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Asset TV (Pty) Ltd
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Asset Management
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Marelize Dau
074 653 6296
Marelize.dau@asset.tv
www.assettv.com
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Associated Compliance
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Financial Management, Asset Management,Retirement Planning, Estate Planning,Ethics and Practice, Standard Practice Management
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Charmaine Koch
083 533 7083
charmaine@acdevelop.co.za
associatedcompliance.co.za
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At Work Internet Software Solutions (Pty) Ltd
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Financial Management | Asset Management | Tax Planning | Estate Planning | Retirement Planning |
Professional Skills & abilities | Risk Management |
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Cas Dippenaar
0861 atWORK (289 675)
Cas@work.za.com
https://www.atwork.co.za/
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Attune Solutions
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Asset Management| Compliance & Risk Management | Financial Management | Ethics & Financial Planning Standards | Practice Management
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Kerry Kopke
0723015735
kerry@attunesolutions.co.za
www.attunesolutions.co.za
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Avior Capital Markets (Pty) Ltd
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Asset Management | Financial Management
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Alex Naicker
011 589 2862
alex@avior.co.za
https://avior.co.za/
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Barbara Mundell
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Financial Management | Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management
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Barbara Mundell
011 791 9382
barbara@barbaramundell.co.za
www.barbaramundell.co.za
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Black Onyx Alternative Investments
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Asset Management
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Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.co.za
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Boutique Collective Investments
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Financial Management, Risk Management, Tax Planning Estate, Planning Retirement, Planning Ethics & Practise Standards
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Tanya Thomson
083 327 1391
rwalton@bcis.co.za
www.fnb.co.za
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BrightRock Life Limited
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Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
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Lydia Davidson
0860 007 744
lydiad@brightrock.co.za
www.brightrock.co.za
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Cadiz Funds (Pty) Ltd
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Rudi Kotze
011 238 0457
Rudi.Kotze@thewarwickgroup.com
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Captains and Coaches (Pty) Ltd
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Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management
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Theo Mahapa
082 453 4184
anton@antonswanepoel.co.za
www.antonswanepoel.co.za
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Carmen Venter
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Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning
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Carmen Venter
082880 7192
carmenventer@discoverymail.co.za
www.futurefinance.co.za
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Centre for Financial Planning Studies
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Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
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Prince Sarpong
061 354 5745
pk.sarpong@cfps.co.za
www.cfps.co.za
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Chartered Financial Analyst Society of South Africa NPC
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Asset Management, Financial Management, Retirement Planning, Risk Management and Ethics & Financial Planning Standards.
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Lucille Smit
011 791 0105
info@cfa.ac.za
www.cfasociety.org/southafrica/Pages/Home.aspx
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CILSA Invetments (Pty) Ltd
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Asset Management
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Jacqui Holliday
021 201 1070
j.holliday@capital-sa.com
www.capital-iom.com
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Circulus Online
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Francois Du Toit
083 275 8368
francois@circulus.co.za
www.circulus.co.za
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Citadel Investment Services (Pty) Ltd
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Asset Management
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Sisa Mtitshana
012 470 2524
sisam@citadel.co.za
www.citadel.co.za
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Compliance Online (Pty) Ltd
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Ethics & Practice Standards
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Marietjie Yelverton
021 863 0073
marietjie@complianceonline.co.za
www.complianceonline.co.za
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Comply Law CC
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Financial Management, Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
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Thomas I Liebenberg
083 484 8777
liebprok@telkomsa.net/complylaw@gmail.com
www.complylearning.com
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Cornerstone Performance Solutions (Pty) Ltd
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Financial Management | Asset Management | Risk Management | Tax Planning | Retirement Planning | Estate Planning | Ethics and Practice Standard
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Karen Verster
011 789 1957
karenv@performancesolutions.co.za
www.performancesolutions.co.za
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Coronation Asset Manager (Pty) Ltd
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Asset Management
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Ashley Marshall
021 680 7725
amarshall@coronation.com
www.coronation.com
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Coronation Management Company (Pty) Ltd
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Asset Management
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Vanessa Lambe or Valda Daniels
021 680 2000
vlambe@coronation.co.za vdaniels@coronation.co.za
www.coronation.co.za
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Council for Medical Schemes
|
Risk Management | Ethics & Practice Standards
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Mmatsie Mpshane
012 431 0434
m.mpshane@medicalschemes.com
https://www.medicalschemes.com/
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Counterpoint Boutique
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Asset Management
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Chenelle Rubain
021 21 657 3440
Chenelle.Rubain@recm.co.za
www.cpam.co.za
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Derividoc
|
Financial Management
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Melissa van der Merwe
084 641 1290
ciska@derividoc.com
melissa@derividoc.com
www.derividoc.com/
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Discovery
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Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics and Practice Standards
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Ester Watson
011 529 4653
esterw@discovery.co.za
www.discovery.co.za
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Discovery Central Services (Pty) Ltd
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Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning, Ethics & Practice Standards
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Ester Watson
011 529 2451
esterw@discovery.co.za
CarynG@discovery.co.za
www.discovery.co.za
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|
Edward Nathan Sonnenbergs Incorporated
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Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management
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Jessica Blumenthal
021 410 2567
jblumenthal@ensafrica.com
www.ensafrica.com
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Efficient Private Clients (Pty) Ltd
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Asset Management
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|
John Howard
087 057 0543
francois@efpc.co.za
www.efpc.co.za/
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Elite Wealth (Pty) Ltd
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Financial Management, Risk Management, Ethics and Practice Standards
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Mari Koekemoer
072 039 2215
mari.koekemoer@elitewealth.co.za
www.elitewealth.biz
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Employee Benefits Network (Pty) Ltd
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Retirement Planning
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Toni-Leigh Cantin
cantint@icts.co.za
www.icts.co.za
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Estudy
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Financial Management,Asset Management, Retirement Planning, Estate Planning, Ethics and Practice Standard
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Gerhard Visser Jnr
082 819 7398
annelize@estudysa.co.za
https://estudysa.co.za/
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Fairtree Asset Management (Pty) Ltd
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Asset Management
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Sisiwe Baduza
021 943 3760
sisiweb@fairtree.com
www.fairtree.com/
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|
Financial Intermediaries Association of Southern Africa (FIA)
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Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
|
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Joe Kotze
087 945 5381
joe@fia.co.za
www.lastwordmedia.com
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|
Financial Sector Conduct Authority (FSCA)
|
Ethics & Practice Standards
|
|
Stefanie Rossouw
012 428 8000
www.fsca.co.za
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Financial Sector Transformation Council NPC
|
Risk Management | Financial Management | Retirement Planning
|
|
Norma Sephuma
021 416 1403
NormaS@fstc.org.za
NormaS@fstc.org.za
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FMI, A Division Of Bidvest Life
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Retirement Planning, Risk Management and Ethics & Financial Planning Standards
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Chane Kemp
031 538 3519
çhanek@fmi.co.za
www.fmi.co.za
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FNB Corporate Partner
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Asset Management
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Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.za
|
|
FNB Stock Broking and Portfolio Management (Pty) Ltd
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Asset Management | Tax Planning | Retirement Planning | Risk Management | Ethics & Practice Standards
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|
Wojciech Boryna
083 278 9948
WBoryna@fnb.co.za
www.fnb.co.za
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|
FNB Wealth
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Asset Management | Risk Management | Ethics & Practice Standards
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Lisle Ellapen
084 303 1973
lisle.ellapen@fnb.co.za
www.fnb.co.za
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Foord Asset Management (Pty) Ltd
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Asset Management
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Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za
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FPI Centre for Professional Development
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Adele Whyte
011 470 6024
adele.whyte@fpi.co.za
www.fpi.co.za
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Franklin Templeton Investments
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Asset Manager
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Katlego Kekana
071 681 7186
katlego.kekana@franklintempleton.com
www.franklintempleton.co.za/
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Full Value Financial Services (Pty) Ltd
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Asset Management | Financial Management | Risk Management
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|
Ruby Steenkamp
011 781 5678
edwin@fullvalue.co.za / mike@fullvalue.co.za
www.fullvalue.co.za/
|
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Fundhouse Advisor (Pty) Ltd
|
Ethics & Practice Standards
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|
Matthew Marrian
021 975 6597
matthew@fundhouse.co.za
www.fundhouse.co.za
|
|
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
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|
Glacier Financial Holdings (Pty) Ltd
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Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
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Karin Pienaar
021 917 9156
karin.pienaar@glacier.co.za
www.glacier.co.za
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Goldman Sachs International
|
Asset Management
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|
Emma Pape
+44 20-7552-041
Emma.Pape@gs.com
www.goldmansachs.com
|
|
GTC (Pty) Ltd
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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
|
|
Guarantee Trust Corporate Support Services (Pty) Ltd
|
Asset Management,Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
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Robert Murray
rob@gtcss.co.za
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HSBC Securities South Africa (Pty) Ltd
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Asset Management
|
|
Michele Davis
011676 4350
michele.davis@za.hsbc.com
www.hsbc.co.za
|
|
ICS Academy (Pty) Ltd
|
Ethics & Practice Standards
|
|
James Smalberger
021 975 6597
james@icsacademy.co.za
https://www.complianceservices.co.za/ics-academy/
|
|
ICTS Legal Services (Pty) Ltd
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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
|
|
Infinitus Risk Management Service (Pty) Ltd
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Risk Management
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|
http://infinitus.co.za/
|
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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/
|
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Integrity Academy (Pty) Ltd
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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/
|
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Intelligo Solutions (Pty) Ltd
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Financial Management,Asset Management,Risk Management,Tax Planning,Retirement, PlanningEstate, Planning Ethics and Practice Standard
|
|
Isobel Rose
011 234 6251
isobelr@intelligosolutions.com
www.intelligosolutions.com
|
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Intuition Publishing Limited
|
Asset Management
|
|
Richard Camp
+44 20 7737 3457
rcamp@intuition.com
www.intuition.com
|
|
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
|
|
Investec Bank Limited
|
Asseet Management | Risk Management
|
|
Kim Skjoldhammer
021 416 1403
Kim.Skjoldhammer@investec.co.za
https://www.investec.com/en_za.html
|
|
Investment Consulting and Trustee Service
|
Asset Management, Risk Management, Ethics and Practice Standards
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Toni Cantint
087 702 3821
cantint@icts.co.za
www.icts.co.za
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IQ Compliance (Pty) Ltd
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Asset Management, Financial Management, Risk Management and Ethics & Financial Planning Standards.
|
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Hawken McEwan
hawken@iqcompliance.co.za
www.iqcompliance.co.za
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IRESS Wealth Management
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Financial Management, Retirement Planning, Estate Planning
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Sue-Ellen Abrahams
010 492 1111
SAbrahams@iress.co.za/Nireshnie.Perumal@iress.co.za
www.iress.com/za
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Jardine Lloyd Thompson (Pty) Ltd
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Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
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Tara Langdon
011 361 0000
tara_langdon@jltgroup.com
http://www.za.jlt.com
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|
Jason Bernic t/a Success Coaching
|
Asset Management Financial Management Risk Mangement Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards
|
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Jason Bernic
082 901 4407
jason@successcoaching.co.za
www.successcoaching.co.za
|
|
JUTA & Company (Pty) Ltd
|
Ethics & Practice Standards
|
|
Frances Ngubeni
021 659-2461
Fngubeni@JUTA.CO.ZA
https://juta.co.za/
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|
Kagiso Collective Investments
|
Financial Management Asset Management
|
|
Liza-Marie Taljaard
011 217 4820
elize@carisa.co.za
www.kagisoam.com
|
|
Kagiso Collective
Investments
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Asset Management
|
|
Marina van der Lith
021 673 6312
mvanderlith@kagisoam.com
www.kagisoam.com
|
|
Last Word Media
|
Financial Management, Asset Management.
|
|
Lucie Freeman
+44 (0)20 7065 7583
lucie.freeman@lastwordmedia.com
www.lastwordmedia.com
|
|
Laurium Capital
|
Asset Management
|
|
Michael Titley /Dane Hilderbrandt
011 263 7700
dane.hildebrandt@lauriumcapital.com
www.lauriumcapital.com/
|
|
Liberty Corporate
|
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard
|
|
www.liberty.co.za
|
|
Liberty Group Limited
|
Asset Management,
Financial Management,
Risk Management,
Estate Planning,
Tax Planning,
Retirement Planning,
Ethics & Practice Standards
|
|
|
|
Marriot Asset Management (Pty) Ltd
|
Asset Management, Retirement Planning
|
|
Sally Anderson
031 765 0700
andersons@marriott.co.za
www.marriott.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
|
|
Masthead (Pty) Ltd
|
Estate Planning, Risk Management, Ethics & Practice Standards
|
|
Danelle Vollgraaff
012 675 4566
dvollgraaff@masthead.co.za
www.masthead.co.za/
|
|
Matrix Fund Managers
|
Asset Management
|
|
Mduduzi Ntombela
021 673 7829
mduduzi@matrixfm.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
|
|
MitonOptimal South Africa (Pty) Ltd
|
|
|
Jolandi Slabbert
021 689 6908
jolandi@mitonoptimal.com
www.mitonoptimal.com/southafrica/
|
|
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
|
|
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
|
|
Momentum Consult & Actuaries
|
|
|
Shakiera Valli
084 411 5467
shakiera.valli@momentum.co.za
www.momentumconsult.co.za/en/about?tab=mmi
|
|
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
|
|
Morningstar Investment Management
|
Asset Management
|
|
Michael Kruger
021 446 8307
michael.kruger@morningstar.com
www.morningstar.co.za
|
|
Natsure (Pty) Ltd
|
|
|
Shemigra Kiewiets
0861 447 752
bernicevl@natsure.co.za
ShemigraK@natsure.co.za
www.natsure.co.za/
|
|
Naviga Solutions (Pty) Ltd
|
Asset Management | Retirement Planning
|
|
Yolandi Kotze
087 056 9633
yolandi@naviga.co.za
www.naviga.co.za
|
|
Navigate Training & Consulting
|
Ethics & Practice Standards | Risk Management
|
|
Sholane Sathu
info@navigate.co.za
sholanesathu23@gmail.com
www.navigatetraining.co.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
|
|
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
|
|
New Road Capital (Pty) Ltd
|
Asset Management
|
|
Zandeleigh Taute
071 483 1345
zandeleight@newroadcapital.co.za
www.newroadcapital.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
|
|
Northstar Asset Management (Pty) Ltd
|
Asset Management
|
|
Chantelle Clayton
021 794 2885
cclayton@northstar.co.za
www.northstar.co.za/
|
|
Novare Holdings
|
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
|
|
Candice Honing
021914 7730
candiced@novare.com
www.novare.com
|
|
Novia One Group
|
Asset Management
|
|
Carol Junius
011783 9390
caroll@noviaone.com
www.noviaone.com
|
|
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
|
|
Octomate (Pty) Ltd
|
Risk Management
|
|
Abbot Pfukwa
011 238 7095 / 010 224 0128
abbot@octomate.co.za
www.octomate.co.za
|
|
Old Mutual Corporate
|
Asset Management, Retirement Planning, Ethics and Practice Standards
|
|
Vuyo Njisane
011 217 1399
vnjisane@oldmutual.com
www.oldmutual.co.za
|
|
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
|
|
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
|
|
Old Mutual Investment Group
|
Asset Management, Ethics and Practice Standards
|
|
Sharmila Jaga
(021) 509-5022
sjaga@oldmutualinvest.com
www.oldmutual.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
|
|
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
|
|
One Financial Services Holdings (Pty) Ltd
|
Risk Manager
|
|
Glynnis Styles
0861 266 562
glynnisstyles@one.za.com
www.one.za.com/
|
|
OUTsurance Holdings Limited
|
Asset Management
|
|
Zayeeda Mckay
012 675 4566
mckayz@out.co.za
www.outsurance.co.za/
|
|
Phoenix Wealth Management (Pty) Ltd
|
Asset Management
|
|
Tawuya Nhongo
023 100 0070
tawuya@phoenix.co.za
https://phoenix.co.za/
|
|
Portfolio Analytics Consulting
|
Risk Management, Ethics and Practice Standards
|
|
Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
|
|
PortfolioMetrix (Pty) Ltd
|
Asset Manager
|
|
Nomathamsanqa Bhebhe
noma.bhebhe@portfoliometrix.co.za
www.portfoliometrix.com/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
|
|
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
|
|
Prescient Investment Management (Pty) Ltd
|
Asset Management
|
|
Danielle McClleland
021 700 3700
danielle.mcclelland@prescient.co.za
www.prescient.co.za
|
|
Prima Research (Pty) Ltd
|
Asset Management
|
|
Craig Whittle
021 000 3755
craig@primaresearch.co.za
https://primaresearch.co.za
|
|
Prowess Investment Managers (Pty) Ltd
|
Asset Management
|
|
Cheryl Wyngaard
021 565 0065
cheryl@prowessinvestments.com
https://prowessinvestments.com/
|
|
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
|
|
PSG Asset Management
|
Asset Management | Risk Management | Ethics & Practice Standards
|
|
Leanco Hartzenberg
021 918 7800
Leanco.hartzenberg@psg.co.za
www.psg.co.za
|
|
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
|
|
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
|
Regium
Advisory (Pty) Ltd |
Asset Management |
|
Tibane Mpahlwa
072 475 9606
tibane@mpahlwainc.com
https://regiumconsulting.tech/
|
|
Rekindle Learning
|
Ethics & Practice Standards
|
|
Rapelang Rabana
010 590 3107
rapelang@rekindlelearning.com
www.rekindlelearning.com
|
|
REZCO Investment Counsel (Pty) Ltd
|
Asset Management
|
|
Eridene Coltman
0861 739 468
eridene@rezco.co.za
www.rezco.co.za/
|
|
SA Asset Management
|
Asset Management
|
|
Andre Botha
012 567 7657
andreb@sastockbrokers.co.za
www.saassets.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
|
|
Sanlam Sky
|
Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
|
|
Theo Mahapa
011 359 7700
theophilus.mahapa@sanlamsky.co.za
www.sanlam.co.za
|
|
Santam Limited
|
Risk Management
|
|
Eloff van der Spuy
012 369 1104
eloff.vanderspuy@santam.co.za
www.santam.co.za/
|
|
Sasfin Financial Advisory Services
|
Asset Management
|
|
Terri Katz
012 425 6174
Terri.Katz@sasfin.com
https://www.sasfin.com/
|
|
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/
|
| Senate Group (Pty) Ltd |
Asset Management, Tax Planning & Estate Planning |
|
Theoniel Mcdonald
083 284 8040
theoniel@wealthassociates.co.za |
|
Sigma Risk Solutions (Pty) Ltd
|
Risk Management
|
|
Morne Steenkamp | Brett Wethmar
011 463 0105
morne.steenkamp@sigmarisk.co.za
www.sigmarisk.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
|
|
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/
|
|
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
|
South African Institute for Business Strategy Development NPC
|
Professional Skills & abilities |
|
Dr Colin Prince
0823254153
colin@saabusstrat.co.za
www.saibsd.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/
|
Stonehage Fleming Investment Management (South Africa) (Pty) Ltd
|
Asset Management |
|
Lylanie Berg
021 446 2100
lylanlylanie.berg@stonehagefleming.com
https://www.stonehagefleming.com/ |
|
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
|
|
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/
|
|
The Compliance Toolbox (Pty) Ltd
|
Asset Management | Tax Planning | Estate Planning | Risk Management | Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
|
|
Ryno van Wyk
ryno@ctb.co.za
https://www.ctb.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
|
|
The Money School CC
|
Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management | Ethics & Practice Standards | Practice Management
|
|
Gary Kayle
083 442 7373
Gary@worth.co.za
www.themoneyschool.co.za/tms/
|
|
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
|
|
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
|
| The Tax Faculty |
Tax Planning, Ethics & Practice Standards |
|
Alicia Chabalala
012 943 7002
compliance@taxfaculty.ac.za
https://taxfaculty.ac.za/
|
|
Towers Watson (Pty) Ltd
|
Asset Manager
|
|
Eleanor Fraser
eleanor.fraser@willistowerswatson.com
www.willistowerswatson.com/en-ZA
|
|
UBS South Africa
|
Asset Management
|
|
Sharon Nell
011 322 7228
sharon.nell@ubs.com
www.ubs.com
|
|
Unlimited People
|
Professional Skills & Abilities
|
|
Suzette Serfontein
suzettes@worldonline.co.za
082 566 5807
Sue Anderson
sue@upc.co.za
www.upc.co.za
|
|
Vaps Consultancy (Pty) Ltd
|
Ethics & Practice Standards, Risk Management
|
|
Delia Green
082 938 7057
delia@vaps.co.za
www.vaps.co.za
|
|
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/
|
|
YouHash (Pty) Ltd
|
Asset Management
|
|
www.youhash.io
|