Speakers

Pre-Convention Workshop                                        Book your seat

Wednesday, 18 October 2017

Ntai Phoofolo, CFP®

Advocate Phoofolo, CFP® is an Advocate of the High Court of South Africa. Obtaining his LLB, LLM (International Law), Postgraduate Diploma in Financial Planning and Advanced Postgraduate Diploma in Financial Planning from the University of the Free State (UFS).

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Anton Swanepoel, CFP®

Anton Swanepoel, CFP® is an industry expert with more than 26 years of experience in the financial services industry.

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Deena B Katz, CFP®

Deena Katz, CFP® has been called upon by global financial services organisations to speak at international financial forums held in various locations including Australia, Canada, Japan, England, India, Ireland, Singapore, New Zealand, Malaysia, and South Africa.

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Phil Billingham, CFP®

Phil Billingham, CFP® joined the financial services profession in 1982, and has worked as an advisor, manager, trainer, planner and consultant since then.

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Convention 2017

Gugulethu Cele (Programme Director)

Gugulethu Cele is a well-versed orator, with experience in front of the camera, behind the microphone and addressing an audience.

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Thursday, 19 October 2017

Jeremy Gardiner

Jeremy Gardiner is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.

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Justice Malala

Justice Malala is a renowned political commentator, newspaper columnist and best-selling author. The Times newspaper and the Financial Mail magazine as well as a monthly column for DestinyMan magazine.

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Nigel Willmott, CFP®

Nigel Willmott, CFP®, has served the institutional financial services industry for over twenty five years. He is the franchise principal of Momentum Consult Clearwater. Nigel’s particular experience includes group retirement scheme consulting focusing on benefit consulting, investment consulting, scheme administration and member communication as well as the development and implementation of integrated workplace based financial wellness programmes.

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Ian Middleton, CFP®

Ian Middleton, CFP®, has close to three decades of experience in the financial services industry. Prior to starting his journey with Masthead in 2003, as a member of the concept team, he filled various positions at Old Mutual.

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Caroline Da Silva

Caroline Da Silva joined the Financial Services Board (FSB) in September 2013 as deputy executive officer. In this role, she is the Deputy Registrar of FAIS and supervises all financial service providers across all of the financial services sectors. She is also responsible for consumer education at FSB.

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David Kop, CFP®

David Kop, CFP®, has been in financial services for over 20 years now. During this time he has fulfilled many roles from a personal assistant to an independent financial advisor.

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Kate Holmes, CFP®

Kate Holmes, CFP® is the director of stakeholder engagement at Financial Planning Standards Board (FPSB). Her primary areas of focus are existing and potential member engagement, global consumer groups, international firms, and marketing and communications.

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Gerhardt Meyer, CFP®

Gerhardt Meyer, CFP® is head of governance for Old Mutual Wealth in South Africa. He started his financial services career at Old Mutual in 1998.

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Noel Maye

Noel Maye is chief executive officer of Financial Planning Standards Board, the global standards authority for financial planning and owner of the international CERTIFIED FINANCIAL PLANNER® certification outside the U.S.

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Pamela Packard, CPA

Pamela Packard is chairperson of the Board of Directors of Financial Planning Standards Board Ltd. (FPSB), the global standards authority for financial planning and owner of the international CERTIFIED FINANCIAL PLANNER® certification programme outside the U.S.

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Barry Horner, CFP®

Barry Horner,CFP®, is the CEO for Paradigm Norton Financial Planning Ltd. He was the co-founder of Paradigm Norton in 2001 and has subsequently led the team of 50 to its current position whereby the firm is widely regarded as one of the most respected financial planning firms in the UK.

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Marc van Poeteren CEFA

Marc is chairman of FFP, the Dutch Federation of financial planning professionals (4000 members) and FPSB Europe. Marc also actively participates in, and manages, several privately held companies.

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Daniel J. Busi, CFP®, FMA, CFA

Daniel J. Busi, CFP®, FMA, CFA, has always had a focus on education and professional development. After completing his B.Sc., and doing some graduate work in chemistry, he switched to finance, earning his B.Comm, with distinction from the University of Alberta in 1996.

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Kimmis Pun, CFP®

Kimmis Pun, CFP®, a veteran banker for more than 30 years, is the managing director, head of Greater China Market, Standard Chartered Bank Singapore. Prior to this appointment, she had been in senior management positions at UBS, HSBC, Bank of America and BNP Paribas.

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Prem Govender, CFP®

A professional accountant in private practice and a CFP® professional, Prem Govender,CFP®, is passionate about encouraging people to adopt good money habits and embrace a culture of saving.

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Navin Ramparsad, CFP®

Navin Ramparsad, CFP® holds an LLB degree, a Postgraduate Diploma in Tax Practice, a Postgraduate Diploma in Financial Planning, as well as an Advanced Postgraduate Diploma in Financial Planning, specialising in Investment and Portfolio Construction.

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Andrew Merryweather

After a tragic assault that left Andrew Merryweather; a quadriplegic; paralysed from the chest down, he spent six months in hospital followed by extensive rehabilitation therapy. Once the dust settled Andrew was left with debilitating medical and house adaption bills.

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Ross Bernstein

The best-selling author of nearly 50 sports books, Ross Bernstein is an award-winning peak performance hall of fame business speaker who’s…

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Friday, 20 October 2017

Sherma Malan, CFP®

Sherma Malan, CFP®, is currently head: member and corporate relations at the Financial Planning Institute (FPI), a position she has held since January 2015.

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Lelané Bezuidenhout, CFP®

Lelané Bezuidenhout, CFP®, started her career in the financial services industry in 1999 at one of the large life insurers. During August 2010, she joined the office of the Ombud for Financial Services Providers (FAIS Ombud) as case manager investigating complaints and preparing matters for determination in close consultation with the dynamic and professional members of the adjudication team.

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Deena B Katz, CFP®

Deena Katz,CFP®, has been called upon by global financial services organisations to speak at international financial forums held in various locations including Australia, Canada, Japan, England, India, Ireland, Singapore, New Zealand, Malaysia, and South Africa.

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Tim Slatter

Tim Slatter has been the director and owner of timslatter.com for over six years and is at the forefront of supporting financial planners and advisors (IFAs, franchises and brokerages) to stay in touch with their clients through the creative use of their website, blogs, newsletters and social media.

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Dr Nikolaus Eberl, PhD

Dr Nik (Nikolaus Eberl, PhD) holds a PhD from the Free University of Berlin (Germany) and a Postgraduate Diploma from The Johns Hopkins University, Bologna Centre.

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Kobus Kleyn, CFP®

Kobus Kleyn, CERTIFIED FINANCIAL PLANNER® professional and director at Kainos Financial Services, a Liberty Group Affiliate, obtained his Postgraduate Degree in Financial Planning at the University of Free State as well as a Management Development Programme (MPD) and AEP from UNISA Business School.

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Tsholofelo Dihutso, CPRP

Tsholofelo “Tsholo” Dihutso, CPRP, car and sport enthusiast, dancer and fan of hip-hop music. Editor of The Financial Planner magazine, content and speech writer who refers to public relations as her playground.

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Ronald King, CFP®

Ronald King, CFP®, completed his BCom Law degree at the University of Stellenbosch and joined Sanlam Namibia as a financial advisor in 1993. After completing his LLB at UNISA, he was transferred to Sanlam Johannesburg as legal advisor.

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Jacques Rossouw

Jacques Rossouw Joined Astute in July 2014 as the managing director. He has more than 20 years of experience in transforming and running companies.

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Maarten Boddeus

Maarten Boddeus offers a broad range of experience on the edge of business and IT. He is seasoned in the implementation of financial planning solutions, but also a digital adept. Maarten is at the coal face of implementing robo-advice and other forms of digital services.

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Phil Masinga

Philemon Masinga or ‘Chippa’ as he is affectionately known by thousands of soccer lovers was born on 28 June 1969 in Stilfontein, (North-West Province).  From a young age he showed the skills of a good soccer player, so great was his talent that as a junior in primary school he was selected to play for the senior high school team.

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Janet Hugo, CFP®

Janet Hugo, CFP®, started her career in the financial services industry in 1999 and has been in practice as a wealth manager and financial planner since 2006. In 2006 Janet started and ran the Sunday Times Wealth Forum and later the Finance Week Wealth Forum, involving series of published articles, media exposure and public presentations.

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Pieter Koekemoer CA(SA), CFP®, CFA

Pieter Koekemoer is head of personal investments at Coronation Fund Managers.

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Sumesh Chetty

Sumesh Chetty is a portfolio manager at Investec Asset Management within our Quality team. He has responsibility for our absolute return strategies and is co-portfolio manager of the Investec Cautious Managed Fund and the Investec Absolute Balanced Fund.

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Andrew Salmon

Andrew Salmon was appointed by Old Mutual Wealth to manage the consolidated investment teams of Acsis and SYm|mETRY Multi-Manager, which now form Old Mutual Multi-Managers.

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Kyle Hulett

Kyle Hulett, Deputy Chief Investment Officer and Head of Multi Asset Class at Argon Asset Management, is an accomplished money manager.

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Ryan Stramrood

Who am I? I am Ryan Stramrood: South African, Small Business Owner, Family Man and Average Joe.

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Craig Gradidge, CFP®

Craig Gradidge, CFP®, holds a B.Com Honours with majors in Corporate Finance and Investment Management, and a Postgraduate Diploma in Financial Planning (UFS).

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