Recognised CPD Provider
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Recognised CPD Topics
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Contact Details
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Liberty Life
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Asset Management, Financial Management, Risk Management, Estate Planning Tax, Planning Retirement, Planning Ethics and Practice Standards
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Eli De Wet
011 408 3936
Eli.dewet@liberty.co.za
Nomabongwe.miya@liberty.co.za
www.liberty.co.za
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Fundnews Africa CC
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Financial Management, Asset Management, Risk Management and Ethics and Practice Standards
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Lindsay Mitchell
021 8500 585
lindsay.mitchell@hedgenewsafrica.com
www.hedgenewsafrica.com
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Kagiso Collective Investments
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Asset Management
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Marina van der Lith
021 673 6312
mvanderlith@kagisoam.com
www.kagisoam.com
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Succession Financial Planning
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Financial Management, Risk Management, Ethics and Practice Standards
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Trevor Le Roux
012 471 4901
Ian.mcmaster@succession.co.za
www.sfpadvice.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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Vaps Consultancy (Pty) Ltd
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Ethics & Practice Standards, Risk Management
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Delia Green
082 938 7057
delia@vaps.co.za
www.vaps.co.za
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Winds of Change Media
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Financial Management
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Alvin Hove
011 609 0707
alvin@windsofchangemedia.com
www.windsofchangemedia.com
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| 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 |
| 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 |
| 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 |
| Sanlam Life Insurance Limited |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Pascal Lugisani
021 906 5616
Pascal.Lugisani@sanlam.co.za
www.sanlam.co.za |
| Investec Asset Management |
Asset Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
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Marlin Africa-Sylvester
021 416 1635
marlin.asylvester@investecmail.com
www.investecassetmanagement.com |
Old Mutual Wealth
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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 |
REZCO Investment Counsel (Pty) Ltd
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Asset Management |
Eridene Coltman
0861 739 468
eridene@rezco.co.za
www.rezco.co.za/
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Nedgroup Investments
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Financial Management Asset Management Risk Management Retirement Planning Ethics and Practice Standards |
Natalie Davids & Sameer |
The Institute of Health Risk Managers (Pty) Ltd
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Risk Management |
Irene Zambelis
011 726 7482
irene@ihrm.co.za
www.ihrm.co.za
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Novare Investments (Pty) Ltd
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Asset Management Financial Management Risk Management Estate Planning Tax Planning Retirement Planning Ethics & Practice Standards |
Anika Theron
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| 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/
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| Amity Wealth |
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 |
| 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
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| Portfolio Analytics Consulting |
Risk Management, Ethics and Practice Standards |
Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.co.za
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| Moneyweb (Pty) Ltd |
Asset Management |
Ryk Van Niekerk
Sasha Planting
011 344 8600
ryk@moneyweb.co.za
sasha@moneyweb.co.za
www.moneyweb.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 |
| SA Asset Management |
Asset Management |
Andre Botha
012 567 7657
andreb@sastockbrokers.co.za
www.saassets.co.za |
| 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
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| 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 |
Alcari Learning Centre (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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Rene Venter
084 816 5430
rene.alcari@gmail.com
www.alcari.biz |
| 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 |
| Morningstar Investment Management |
Asset Management |
Michael Kruger
021 446 8307
michael.kruger@morningstar.com
www.morningstar.co.za |
| Coronation Fund Managers |
Asset Management
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Kirshni Totaram
021 680 2043
ktotaram@coronation.co.za
www.coronation.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
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Albert Marais
021 883 8000
edel@mbse.ac.za
www.mbse.ac.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 |
| 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 |
| PSG Wealth Financial Planning |
Asset Management
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Janine Johannes
021 918 7800
janine.hirst@psg.co.za
www.psg.co.za |
Momentum
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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
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| Marriot Asset Management (Pty) Ltd |
Asset Management, Retirement Planning |
Sally Anderson
031 765 0700
andersons@marriott.co.za
www.marriott.co.za
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| Foord Asset Management (Pty) Ltd |
Asset Management
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Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za |
| Bridge Fund Managers |
Asset Management, Retirement Planning
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Morne Rall
011 459 1821
Morne.Rall@bridgefm.co.za
www.bridgefm.co.za |
| Growth in Motion (Pty) Ltd |
Ethics and Practice Standards
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Shirley Smith
011 477 3263
shirley@growthinmotion.co.za
www.growthinmotion.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 |
| 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
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| Overseas Trust and Pension |
Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards
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Nicole Dijkstra
021 851 5584
nicole@overseaspension.com
www.trustandpension.com
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| 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 |
| ABSA |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Antoinette Napiet
011 350 7775
antoinette.napier@absa.co.za
www.absa.co.za |
| University of Johannesburg |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards |
Roxanne Andrew
011 559 4926
randrew@uj.ac.za
www.uj.ac.za |
| Novare Holdings |
Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Candice Honing
021 914 7730
candiced@novare.com
www.novare.com |
| Compliserve |
Risk Management, Retirement Planning, Estate Planning, Ethics and Practice Standards. |
Risk Management, Retirement Planning, Estate Planning, Ethics and Practice Standards. |
| Old Mutual Investment Group |
Asset Management, Ethics and Practice Standards
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Sharmila Jaga
(021) 509-5022
sjaga@oldmutualinvest.com
www.oldmutual.co.za |
| Fundhouse Advisor |
Financial Management, Asset Management, Risk Management, Retirement Planning, Ethics and Practice Standards. |
Matthew Marrian
(021) 670 3340
matthew@fundhouse.co.za
www.fundhouse.co.za |
Old Mutual International
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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 |
| Last Word Media |
Financial Management, Asset Management.
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Lucie Freeman
+44 (0)20 7065 7583
lucie.freeman@lastwordmedia.com
www.lastwordmedia.com |
Noble Private Portfolios
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Asset Management, Retirement Planning, Ethics and Practice Standards.
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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
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| Standard Bank of South Africa |
Financial Management, Risk Management, Tax Planning, Ethics and Practice Standards.
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Merrill Pullen
083 266 3321
Merrill.Pullen@standardbank.co.za
www.standardbank.co.za |
| Efficient Wealth |
Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standard.
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Ronel Faurie
087 945 5381
ronelf@efw.co.za
www.efwealth.co.za
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| FNB Corporate Partner |
Asset Management |
Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.za |
| NFB Asset Management (Pty) Ltd |
Asset Management |
Paul Marais
(011) 895 8000
Paul@nfb.co.za
www.nfbam.co.za |
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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IRESS Wealth Management
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Financial Management, Retirement Planning, Estate Planning. |
Theresa Brink
(010) 492 1137
Tbrink@iress.co.za
www.iress.com |
| Credo Capital |
Asset Management
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Natalie Ledwick
(011) 463 6312
nledwick@credogroup.com
www.credogroup.com |
Estudy
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Asset Management, Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning, Ethics and Practice Standards
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Gerhard Visser
082 819 7398
gvisser@estudysa.co.za
www.estudysa.co.za |
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 |
| 1Life Insurance |
Risk Management, Ethics and Practice Standards |
Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za |
| Trusteeze |
Financial Management, Risk Management, Estate Planning, Tax Planning, Retirement Planning
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Phia Van der Spuy
071 883 2628
phia@trusteeze.co.za
www.trusteeze.co.za |
Old Mutual Corporate
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Asset Management, Retirement Planning, Ethics and Practice Standards
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Vuyo Njisane
011 217 1399
vnjisane@oldmutual.com
www.oldmutual.co.za
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Sygnia Asset Management (Pty) Ltd
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Asset Management, Ethics and Practice Standards |
Mariska Redelinghuys
021 446 2432
mredelinghuys@sygnia.co.za
www.sygnia.co.za
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| University of Johannesburg |
Asset Management, Financial Management, Risk Mangement, Estate Planning, Tax Planning, Retirement Planning, Ethics & Practice Standards
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Roxanne Andrew
011 559 4926
randrew@uj.ac.za
www.uj.ac.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 |
Nedbank Limited
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Financial Management, Asset Management, Risk Management, Tax Planning, Retirement Planning, Estate Planning, Ethics and Practice Standards.
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Benazir Kajee
082 566 4659
BenazirK@Nedbank.co.za
www.nedbankprivatewealth.co.za
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| Milpark Education (Pty) Ltd |
Financial Management, Asset Management, Retirement Planning, Risk Management, Tax Planning, Estate Planning, Ethics and Practice Standards
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Marilize Putter
086 999 0001
Marilize.Putter@milpark.ac.za
www.milpark.ac.za |
| The Eventful Group (Pty Ltd) |
Financial Management
|
Jane Simonsen
021 180 4834
Jane.Simonsen@theeventfulgroup.com
www.theeventfulgroup.com |
| SAIFAA |
Retirement Planning, Risk Management, Ethics and Practice Standards. |
Derek Smorenburg
082 441 5000
derek44@mweb.co.za
www.saifaa.co.za |
| Sasfin Financial Advisory Services |
Asset Management |
Renee Coughlan
011 445 8067
Renee.Coughlan@sasfin.com
www.sasfin.com |
| 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 |
Shalin Bhagwan
+ 44 77 1475 0369
shalin.bhagwan@asset.tv
www.assettv.com |
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