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The art of sensible investing

directors profiles

Ernst Beukes
ERNST BEUKES CFP®

- Senior Broker Consultant at Sanlam for 6 years
- Executive Consultant at Advance Wealth for 3 years
- Wealth Manager at RMB Private Bank for 7 years
- Authorised Financial Services Provider License number 809

Mike Borland
MIKE BORLAND CFP®
B Comm LLB

- Legal articles / Practising attorney for 3 years
- Legal adviser at Old Mutual for 2 years
- Independent Financial and Investment adviser since 1985
- Authorised Financial Services Provider License number 843

Sarah Drake
SARAH DRAKE CFP®
B Comm

- Consultant at Nedcor Investment Bank for 3 years
- Independent Financial and Investment adviser since 1999
- Authorised Financial Services Provider License number 843




Jacques du Plessis
JACQUES DU PLESSIS CFP®
B Proc LLB

- Admitted as Advocate of the Supreme Court of South
  Africa in 1988
- Legal consultant at Sanlam for 6 years
- Financial and Investment adviser since 1992
- Authorised Financial Services Provider License numbers   37281 and 7401

Hennie Fourie
HENNIE FOURIE CFP®
B Comm (Hons)

- Financial planner with ABSA Bank and Nedcor for 6 years
- Managing Director, Royal Bank of Canada (SA) 2002/3
- Independent Financial and Investment advisor since 2003
- Authorised Financial Services Provider License number   26421

Mike Court
MIKE HARCOURT CFP®
BA LLB

- Admitted as Attorney in the Supreme Court of South Africa   in 1980
- Legal Adviser at Old Mutual for 2 years
- Financial consultant at Standard Bank for 6 years
- Independent Financial and Investment adviser since 1983
- Authorised Financial Services Provider License number   5684

Jacques Hattingh
JACQUES HATTINGH B Econ (Hons) MBA

- Financial and business strategist in the manufacturing   industry for 12 years
- Consultant in industrial property management for 5 years
- Independent Financial and Investment Adviser since 1999
- Authorised Financial Services Provider License number 767

GIDEON KNOETZE

- Capital Market specialist, Banking since 1982
- Financial and Investment Adviser since 1984
- Offshore tax and structure adviser
- Authorised Financial Services Provider License number   9201

Gideon Knoetze
JAN LABUSCHAGNE CFP®
B Comm (Hons) LLB

- Legal Articles / Practising Attorney/Conveyancer for 3 years
- Legal Consultant at Sanlam for 3 years
- Executive Consultant at Advance Wealth for 3 years
- Wealth Manager at RMB Private Bank for 7 years
- Authorised Financial Services Provider License number 809

Jan Labuschagne
JASPER LINDEQUE CFP®
B Comm LLB

- Legal articles / Practising attorney for 3 years
- Legal Adviser at Old Mutual for 2 Years
- Executive consultant / Director at Advance Wealth for 6   years
- Head of Wealth Management at RMB Private Bank for 7   years
- Authorised Financial Services Provider license Number 809

Jasper Lindeque
DEAN SAVOPOULOS CFP®
B Comm

- Finance Consultant for First Rand Group 4 yrs
- Wealth Manager Investec Private Bank for 2 yrs
- Senior Financial Advisor at Old Mutual 4yrs
- Financial & Investment Advisor since 2000
- Authorised Financial Services Provider License number   5684

Dean Savopoulos
JOHN SWART B Compt MBL D Com

- Articled clerk auditing for 5 years
- Financial Manager for 3 years
- Senior Financial Adviser / Corporate at Sanlam for 10 years
- Independent Financial and Investment Adviser since 1998
- Professional Accountant (SAIPA member)
- Authorised Financial Services Provider License number 809

John Swart
KLAAS VENTER CFP®
B Iuris LLB

- Legal consultant at Sanlam for 6 years
- Senior manager Estate services at ABSA for 10 years
- Independent Financial and Investment Adviser since 2001
- Authorised Financial Services Provider License number 881



Klaas Venter