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Find a Financial Professional

The information in this search does not include all FPI professional members. Only practicing members of FPI who have given permission to share their details are included. For formal verification of a FPI professional member, please send an email to certification@fpi.co.za

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Adrian-John Meistre

CFP Professional
Eastern Cape
Practice Areas:
Budgeting,Estate Planning,Investment Planning,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
PORT ELIZABETH
Email address:
adrianm@baywealth.co.za
Contact Number:
0413740026

Afra Schimming-Chase

CFP Professional
Other
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
English
City / Town:
WINDHOEK
Email address:
AfraS@chase.com.na
Contact Number:
0264811299611

Ahmed Jooma

CFP Professional
Gauteng

Ahmed is a seasoned legal, tax, and financial planning specialist. He has extensive experience in domestic and international tax and personal financial planning. Ahmed has been a street trader; teacher; policy researcher, advisor and author; legal advisor and tax practitioner. He has worked as a sector manager at SARS LBC, a Chief Director at National Treasury and a Specialist Consultant at a leading private bank.

Practice Areas:
Budgeting,Estate Planning,Investment Planning,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Johannesburg
Email address:
aajooma@lantic.net
Contact Number:
0+277824433398

Aidan Freswick

RFP Professional
Western Cape
Practice Areas:
Investment Planning,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Belville, Cape Town
Email address:
aidan@brenthurstwealth.co.za
Contact Number:
0844822001

Ajay Monowar

CFP Professional
KwaZulu-Natal
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Email address:
ajay@verticalwealth.co.za
Contact Number:
0835549590

Akhona Modi

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
isiXhosa
City / Town:
Illovo Birdhaven
Email address:
amodi@bdo.co.za
Contact Number:
0731104395

Alan Botha

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Bedfordview
Email address:
alanb@jg.co.za
Contact Number:
0828568176

Alan Campbell

CFP Professional
KwaZulu-Natal
Practice Areas:
Employee Benefits,Investment Planning,Life and Disability Insurance
Language(s):
English
City / Town:
DURBAN
Email address:
acampbell@bayunion.co.za
Contact Number:
0823788265

Alan Fleming

CFP Professional
Western Cape
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
PLETTENBERG BAY
Email address:
fleming@finhealth.co.za
Contact Number:
0826005501

Alan Harcourt

CFP Professional
KwaZulu-Natal
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
English
City / Town:
RICHARDS BAY
Email address:
mharcourt@hma.co.za
Contact Number:
0834406480

Alan Hardaker

CFP Professional
Western Cape
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Somerset West
Email address:
alan@finemp.co.za
Contact Number:
0799543364

Alan Jenkins

CFP Professional
KwaZulu-Natal
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
UMHLANGA ROCKS
Email address:
alanj@nedbank.co.za
Contact Number:
0+27315365246

Alan Kantor

RFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
English
City / Town:
Centurion
Email address:
alan.kantor@momentum.co.za
Contact Number:
0823374136

Alan Tennant

CFP Professional
KwaZulu-Natal
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Durban
Email address:
alan@ciib.co.za
Contact Number:
0824457291

Alan Wellburn

CFP Professional
Western Cape
Practice Areas:
Budgeting,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
CAPE TOWN
Email address:
alan.wellburn@standardbank.co.za
Contact Number:
0835179383

Albert Foster

CFP Professional
Gauteng
Practice Areas:
Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
Centurion
Email address:
aefoster@mweb.co.za
Contact Number:
0829401978

Albert Johnson

FSA Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
MODDERFONTEIN
Email address:
albert.johnson@wallstreetfs.co.za
Contact Number:
0116083338

Albert Kulsen

FSA Professional
Western Cape

I am a granddad of 5 young grandchildren, who believes in solid Family values. I run a practice together with my two Sons that is based on family values, looking after the wellbeing of Families and our young professionals in particular. I believe that financial planning is very personal and should be aligned to our client’s dreams and goals that they have set for themselves.

Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
English
City / Town:
Paarl
Email address:
albert@lbrfinservices.co.za
Contact Number:
0823380320

Albert Wilken

CFP Professional
Gauteng
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
GARSFONTEIN
Email address:
albert@elmarfsp.co.za
Contact Number:
0836257691

Alberta Kriel

CFP Professional
Western Cape
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Brooklyn
Email address:
albe@equitytrust.co.za
Contact Number:
0833753017

Albertus Fritz

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
Afrikaans
City / Town:
PRETORIA
Email address:
albert.fritz@sfpadvice.co.za
Contact Number:
0835646204

Albertus Janse van Rensburg

CFP Professional
Gauteng
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Cape Town
Email address:
rian@sanlam4u.co.za
Contact Number:
0825559671

Albertus Joubert

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
CENTURION
Email address:
Bertie.Joubert@absa.co.za
Contact Number:
0825730733

Albertus Louw

RFP Professional
Western Cape
Practice Areas:
Language(s):
Afrikaans
City / Town:
Cape Town
Email address:
johan@gbstar.co.za
Contact Number:
0827715728

Albertus Nel

CFP Professional
Northern Cape
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
COLESBERG
Email address:
ajnel777@gmail.com
Contact Number:
0832335807

Albrecht Von Maltzahn

CFP Professional
Western Cape
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
English
City / Town:
Cape Town
Email address:
AlbrechtV@Nedbank.co.za
Contact Number:
0832344726

Alda Louw

CFP Professional
North West
Practice Areas:
Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
Afrikaans
City / Town:
RUSTENBURG
Email address:
alouw3@mastheadfp.co.za
Contact Number:
0829309662

Alec Levin

RFP Professional
Free State
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
BRANDWAG
Email address:
debbie@aleclevin.co.za
Contact Number:
0832510061

Alec Riddle

CFP Professional
Eastern Cape
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
MILL PARK
Email address:
ariddle@privatewealth.co.za
Contact Number:
0826592111

Aleksandar Pesic

RFP Professional
Gauteng

I have been a practicing Financial Planner since 2002 (CFP since 2012). My aim is to keep on adding value to my clients personal and financial portfolios which I have been successfully doing since the beginning of my career.

Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
English
City / Town:
SANDTON
Email address:
aleks@sirgroup.co.za
Contact Number:
0837037000