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
|
Financial Management | Asset Management | Tax Planning | Estate Planning | Retirement Planning |
Professional Skills & abilities | Risk Management |
Cas Dippenaar
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
|