RECOGNISED CPD PROVIDER

RECOGNISED CPD TOPICS

CONTACT DETAILS

1Life Insurance

Risk Management, Ethics and Practice Standards

Victor Masedi
011 428 1018
victorm@telesure.co.za
www.telesure.co.za

1Life Insurance

Retirement Planning

Alexandra McLoughlan
011 428 1789
alexandramc@1life.co.za
www.telesure.co.za/

27four Investment Managers (Pty) Ltd

Asset Management

Mikhaeel Vawda

0114422464

vic@27four.com

http://www.27four.com

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/

36ONE Asset Management

Asset Management

Thazline Stafford

010 501 0270

tstafford@36one.co.za

https://www.36one.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

Alcari Learning Centre (Pty) Ltd

Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

Rene Venter

084 816 5430

rene.alcari@gmail.com

https://www.alcari.biz/

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

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

Alexander Forbes Investments

Asset Management

Stella Carter
011 505 6353
carters@aforbes.com
www.alexanderforbesinvestments.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

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

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

Analytics Consulting (Pty) Limited

Risk Management, Ethics & Practice Standards

Amina Mahomed
011 463 9600
amina@analytics.co.za
www.analytics.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/

Aon South Africa (Pty) Ltd

Asset Management | Risk Management | Retirement Planning

Bella Hawkins
bella.hawkins@aon.co.za
www.aon.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

Ashburton Fund Managers (Pty) Ltd

Asset Management

www.ashburtoninvestments.co.za

Asisa Academy (Pty) Ltd

Asset Management, Tax Planning

Zubeida Ebrahim
021 673 1627
zebrahim@asisaacademy.org.za
http://www.asisaacademy.org.za/

Asset TV (Pty) Ltd

Asset Management

Marelize Dau
074 653 6296
Marelize.dau@asset.tv
www.assettv.com

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

At Work Internet Software Solutions (Pty) Ltd

0861 atWORK (289 675)
Cas@work.za.com
https://www.atwork.co.za/

Attune Solutions

Asset Management| Compliance & Risk Management | Financial Management | Ethics & Financial Planning Standards | Practice Management

Kerry Kopke

0723015735

kerry@attunesolutions.co.za

www.attunesolutions.co.za

Avior Capital Markets (Pty) Ltd

Asset Management | Financial Management

Alex Naicker
011 589 2862
alex@avior.co.za
https://avior.co.za/

Barbara Mundell

Financial Management | Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

Barbara Mundell

011 791 9382

barbara@barbaramundell.co.za

www.barbaramundell.co.za

Bengeula Health Solutions (Pty) Ltd

Risk Management

Derry Heron
082 330 8603
derry@benguelahealth.co.za
www.benguelahealth.co.za

Black Onyx Alternative Investments

Asset Management

Andrew Ludwig
083 657 2255
andrew@blackonyx.co.za
www.blackonyx.co.za

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

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

Cadiz Funds (Pty) Ltd

Rudi Kotze
011 238 0457
Rudi.Kotze@thewarwickgroup.com

Captains and Coaches (Pty) Ltd

Asset Management | Tax Planning | Estate Planning | Risk Management Retirement Planning | Risk Management Ethics & Practice Standards | Practice Management

Theo Mahapa
082 453 4184
anton@antonswanepoel.co.za
www.antonswanepoel.co.za

Carmen Venter

Financial Management, Risk Management, Tax Planning, Estate Planning, Retirement Planning

Carmen Venter
082880 7192
carmenventer@discoverymail.co.za
www.futurefinance.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

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

CILSA Invetments (Pty) Ltd

Asset Management

Jacqui Holliday
021 201 1070
j.holliday@capital-sa.com
www.capital-iom.com

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

Citadel Investment Services (Pty) Ltd

Asset Management

Sisa Mtitshana
012 470 2524
sisam@citadel.co.za
www.citadel.co.za

Compliance Online (Pty) Ltd

Ethics & Practice Standards

Marietjie Yelverton
021 863 0073
marietjie@complianceonline.co.za
www.complianceonline.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

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

Coronation Asset Manager (Pty) Ltd

Asset Management

Ashley Marshall

021 680 7725 

amarshall@coronation.com

www.coronation.com

Coronation Management Company (Pty) Ltd

Asset Management

Vanessa Lambe or Valda Daniels
021 680 2000
vlambe@coronation.co.za vdaniels@coronation.co.za
www.coronation.co.za

Council for Medical Schemes

Risk Management | Ethics & Practice Standards

Mmatsie Mpshane
012 431 0434
m.mpshane@medicalschemes.com
https://www.medicalschemes.com/

Counterpoint Boutique

Asset Management

Chenelle Rubain

021 21 657 3440

Chenelle.Rubain@recm.co.za

www.cpam.co.za

Derividoc

Financial Management

Melissa van der Merwe
084 641 1290
ciska@derividoc.com
melissa@derividoc.com
www.derividoc.com/

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

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

Edward Nathan Sonnenbergs Incorporated

Asset Management | Tax Planning | Estate Planning | Risk Management
Retirement Planning | Risk Management
Ethics & Practice Standards | Practice Management

Jessica Blumenthal

021 410 2567

jblumenthal@ensafrica.com

www.ensafrica.com

Efficient Private Clients (Pty) Ltd

Asset Management

John Howard
087 057 0543
francois@efpc.co.za
www.efpc.co.za/

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

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

Employee Benefits Network (Pty) Ltd

Retirement Planning

Toni-Leigh Cantin

cantint@icts.co.za

www.icts.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/

Fairtree Asset Management (Pty) Ltd

Asset Management

Sisiwe Baduza
021 943 3760
sisiweb@fairtree.com
www.fairtree.com/

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

Financial Sector Conduct Authority (FSCA)

Ethics & Practice Standards

Stefanie Rossouw
012 428 8000
www.fsca.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

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

FNB Corporate Partner

Asset Management

Annamarie Gouws
087 328 0103
agouws@fnb.co.za
www.fnb.co.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

FNB Wealth

Asset Management | Risk Management | Ethics & Practice Standards

Lisle Ellapen
084 303 1973
lisle.ellapen@fnb.co.za
www.fnb.co.za

Foord Asset Management (Pty) Ltd

Asset Management

Christina Castle
021 532 6988
christina.castle@foord.co.za
www.foord.co.za

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

Franklin Templeton Investments

Asset Manager

Katlego Kekana
071 681 7186
katlego.kekana@franklintempleton.com
www.franklintempleton.co.za/

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/

Fundhouse Advisor (Pty) Ltd

Ethics & Practice Standards

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

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

Goldman Sachs International

Asset Management

Emma Pape
+44 20-7552-041
Emma.Pape@gs.com
www.goldmansachs.com

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

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

HSBC Securities South Africa (Pty) Ltd

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

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

Risk Management

http://infinitus.co.za/

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/

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/

Intelligo Solutions (Pty) Ltd

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

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

Toni Cantint
087 702 3821
cantint@icts.co.za
www.icts.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

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

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

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

JUTA & Company (Pty) Ltd

Ethics & Practice Standards

Frances Ngubeni

021 659-2461

Fngubeni@JUTA.CO.ZA

https://juta.co.za/

Kagiso Collective Investments

Financial Management Asset Management

Liza-Marie Taljaard
011 217 4820
elize@carisa.co.za
www.kagisoam.com

Kagiso Collective
Investments

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

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/

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

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/

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

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