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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Allison Harrison

CFP Professional
Western Cape

Personal financial planning is the first important step towards financial well-being. A good financial plan coupled with sound financial advice will help make your financial future more manageable. I have been in Financial Services for over 30 years focusing initially on investments and retirement planning and thereafter branching out to include life insurance, income protection, disability cover and medical aid to my portfolio.

Practice Areas:
Budgeting,Employee Benefits,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
English
City / Town:
Simonstown
Email address:
Contact Number:
0835643784

Allister Langford

CFP Professional
Gauteng

Currently Head of Broker Distribution for Triarc (PTY) Ltd

Practice Areas:
Employee Benefits,Life and Disability Insurance
Language(s):
English
City / Town:
Johannesburg
Email address:
Contact Number:
0769079810

Almeroe Roux

CFP Professional
Free State
Practice Areas:
Employee Benefits,Investment Planning,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
NEWLANDS
Email address:
Contact Number:
0823745086

Alto De Kock

CFP Professional
Western Cape
Practice Areas:
Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Cape Town
Email address:
Contact Number:
0822156673

Aluschka Anderson

CFP Professional
Eastern Cape
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Port Elizabeth
Email address:
Contact Number:
0768908852

Amanda Jardine

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
Afrikaans
City / Town:
CENTURION
Email address:
Contact Number:
0832931127

Amanda Oosthuizen

CFP Professional
Gauteng

Financial Planning is a huge passion if mine, I’m always on the lookout for new solutions and trends in the industry. I’m a huge believer in the potential our country holds and feel grateful to be a part of it. My mission is to help people achieve their financial goals.

Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
WELTEVREDENPARK
Email address:
Contact Number:
0834567375

Amanda Porter

CFP Professional
Gauteng

I joined Alex Forbes in 1997 and currently hold the position of Senior Financial Planner. I am a CFP who focuses on holistic financial planning and have over 25 years experience in the financial services industry. I have access to short term and long term thinking strategies, financial tools and services to help create an outcomes-based integrated financial plan that supports your short term and long term wealth creation plans. I am committed to promoting financial well-being and developing relationships built on trust.

Practice Areas:
Budgeting,Estate Planning,Investment Planning,Retirement Planning
Language(s):
English
City / Town:
SANDTON
Email address:
Contact Number:
0823307026

Amanda Scholtz

CFP Professional
Western Cape

I have been working in the Financial industry since 1995 and I am passionate about assisting individual in their planning for financial independence

Practice Areas:
Budgeting,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
EVERSDAL
Email address:
Contact Number:
0834584053

Amanda Schultz

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning
Language(s):
English
City / Town:
EDENVALE
Email address:
Contact Number:
0832632752

Amanda Stratfold

FSA Professional
Western Cape

Started my career with Old Mutual in 1990. Left and worked for a brokerage Northwest Financial Services for a few years. Joined the Financial Planning Consulting division with Alexander Forbes in 2017. Became a Director. Left in 2002 to start Precept Wealth Solutions. Precept Wealth Solutions merged with Citadel 19 years later.

Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Cape Town
Email address:
Contact Number:
0833063764

Amanda Van der Merwe

CFP Professional
Gauteng
Practice Areas:
Budgeting,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Randburg
Email address:
Contact Number:
0834527015

Amanda Wyeth

CFP Professional
Western Cape
Practice Areas:
Language(s):
English
City / Town:
Cape Town
Email address:
Contact Number:
0823766117

Ameerah Sain

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Retirement Planning
Language(s):
English
City / Town:
Gauteng
Email address:
Contact Number:
0823094025

Amelia Morgenrood

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
Pretoria
Email address:
Contact Number:
0834522396

Amira Asvat

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:
Johannesburg
Email address:
Contact Number:
0760786002

Anand Subbiah

CFP 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:
Centurion
Email address:
Contact Number:
0824486064

Anandh Ramdhin

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:
Amanzimtoti
Email address:
Contact Number:
0824554458

Andre Blignaut

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
Cape Town
Email address:
Contact Number:
0824447322

André Buys

CFP Professional
Western Cape
Practice Areas:
Budgeting,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Somerset West
Email address:
Contact Number:
0824431624

Andre Claassens

CFP Professional
Western Cape
Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Bellville
Email address:
Contact Number:
0824535956

Andre De Kock

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
Sandton
Email address:
Contact Number:
0832715619

Andre de Swardt

CFP Professional
Western Cape
Practice Areas:
Language(s):
Afrikaans
City / Town:
Bellville
Email address:
Contact Number:
0218806633

Andre Erlank

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):
Afrikaans
City / Town:
VANDERBIJLPARK
Email address:
Contact Number:
0827735980

Andre Geldenhuys

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:
Bryanston
Email address:
Contact Number:
0823356587

Andre Gibhard

CFP Professional
Gauteng
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
PRETORIA
Email address:
Contact Number:
0824974992

André le Roux

CFP Professional
Free State
Practice Areas:
Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning
Language(s):
Afrikaans
City / Town:
BETHLEHEM
Email address:
Contact Number:
0833753113

André Leibbrandt

CFP Professional
Gauteng
Practice Areas:
Budgeting,Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Medical Aid,Retirement Planning,Tax Planning
Language(s):
Afrikaans
City / Town:
ALBERTON
Email address:
Contact Number:
0+27824511276

Andre Liddle

CFP Professional
Gauteng
Practice Areas:
Employee Benefits,Estate Planning,Investment Planning,Life and Disability Insurance,Retirement Planning,Tax Planning
Language(s):
English
City / Town:
Johannesburg
Email address:
Contact Number:
0824963156

Andre Lubbe

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:
George
Email address:
Contact Number:
0722975010