Meet Our Volunteers

Sherwin has been a business development manager at Glacier since 2016, when he relocated to Cape Town from Kwa-Zulu Natal, where he had joined Glacier in 2011. He is responsible for developing and maintaining an investment intermediary portfolio of Sanlam tied agents and independent planners.

His career in financial services spans more than 15 years, having fulfilled roles at Old Mutual Wealth, Nedbank Financial Planning and Alexander Forbes. He served on the board of the Financial Planning Institute as a non-executive director from 1 July 2019 to 13 June 2023.

Sherwin has obtained the following qualifications Bachelor of Business Science in Finance and Economics at the University of Kwa-Zulu Natal (2004), Post-Graduate Diploma in Financial Planning at the University of Free State (2007), Senior Management Development Programme at the University of Stellenbosch (2015) and a Master’s in Business Administration at the University of Stellenbosch (2021). He is a CERTIFIED FINANCIAL PLANNER® professional.

Kenny is a CERTIFIED FINANCIAL PLANNER® professional and was one of a handful of people in the country to hold both life and pensions fellowships from the old Institute of Life and Pensions Advisers.

He loves explaining complicated financial concepts in plain and understandable English and is the personal finance columnist for the Daily Maverick 168.

Kenny specialises in helping people with their retirement and estate planning and runs courses on these topics at the Universities of Cape Town and Pretoria.

Munaf holds a BCom in Economics (Rhodes), BCom Honours in Financial Analysis and Portfolio Management (UCT) and a Post-Graduate Diploma in Financial Planning (Stellenbosch). He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI). He previously served as a member of the Ethics Committee of a blue-chip financial services company.

Munaf has been in the industry and practicing as a Financial Adviser since 2013 and has gained extensive experience in investment and retirement planning, risk planning and estate planning.

“I am an easy-going person and I enjoy meeting new people and building relationships. I like to build genuine and authentic relationships with my clients so our conversations will usually involve more than just finance. I also find that the better I know and understand my client, the more comfortable they feel working with me and sharing information with me, which in turn enables me to offer suitable and relevant advice to them. Ultimately, financial planning is a personal topic, and a client/adviser relationship is a long-term one, so it is important to me that my clients feel at ease when working with me.

I am passionate about my career and love what I do. It is probably because I enjoy meeting people and building relationships and I am analytical by nature, so working with numbers and staying abreast of the financial markets is something I take pleasure in doing. I also enjoy sharing my knowledge and especially enjoy when my clients ask questions. So, expect to leave our meeting with a better understanding of financial planning, and hopefully peace of mind that you are in good hands”

Sydney Sekese is currently the Senior Investment Specialist at Old Mutual Corporate. He is a CERTIFIED FINANCIAL PLANNER® professional who sits on the Financial Planning Institute (FPI) Employee Benefits Competency Committee. He is a sought-after public speaker, writes regular investment articles, and his insights and expertise are often requested by the media. He was the recipient of the 2016 FPI media award, is a former member of the Toastmasters Club and was the Chair of the communication committee for Old Mutual Staff Retirement Fund.

Kobus Kleyn is a CERTIFIED FINANCIAL PLANNER® professional at Kainos Wealth (Pty) Ltd. He obtained his Post Graduate Qualification in Financial Planning at the University of Free State (South Africa) and his MDP & AEP from UNISA (Southern Africa). He holds designations for Financial Planning (FPI), Tax Practitioner (SAIT and FPI) and Fiduciary Practitioner (FISA and STEP) & many other qualifications.

Kobus holds ten consecutive Million Dollar Round Table Top of the Table recognitions and are a Life-Time MDRT member. He is a well-recognised CFP in South Africa and globally, with a fully functional professional hybrid virtual-office practice.

Kobus is a founding member of the Global Life Happens Ambassadors Team

He has and is serving on many past and current committees and task forces for the Million Dollar Round Table (MDRT), Financial Planning Institute of South Africa (FPI), Financial Intermediaries Association of Southern Africa (FIA)) and Liberty Group over the years in the roles of Chairperson, Vice-Chair, Director and Assistant Director. He served Country and Area- Chair for the Million Dollar Round Table South Africa. Kobus also serves on NPO boards as Director and The South African Youth Project Organisation (SAYPO- Diepsloot) was his most recent NPO.

Kobus hold memberships with 8 affiliations and inclusive of MDRT (Million Dollar Round Table) the FPI (Financial Planning Institute-with the CFP® designation); SAIT (South African Institute of Tax Practitioners, with the Tax Practitioner designation); FISA (Fiduciary Institute of Southern Africa); STEP (Society of Trust and Estate Practitioner, with a TEP designation); FIA (The Financial Intermediaries Association of Southern Africa); IISA (The Insurance Institute of South Africa); The Institute of Ethics South Africa; and Unashamedly Ethical.

Kobus was the inaugural winner of the Financial Planning Institute’s “It starts with me” award in 2015, and received it again in 2016 and was awarded the FPI Media Award in 2017. Kobus was awarded the MDRT Leadership Award and the President’s award (2019). He was awarded the prestigious Financial Planning Institutes Chairperson Harry Brews’ Life-Time Award for his services to the Financial Planning profession. He is a very active FPI, FIA and MDRT Pro-Bono Volunteer, as well as an MDRT Foundation Diamond Knight.

Kobus has published over 200 articles on various media platforms and magazines and has been a speaker at the Annual Million Dollar Round Table Convention, FPI Annual Convention, MDRT Greece Day, CARAIFA Annual Congress and on several other platforms locally and internationally.  He is an inspirational speaker, and take the audience with him through passion and with energy.

Kobus is rated in the top 1% on LinkedIn, with over 26 500 financial professionals connected to him globally. He uses LinkedIn as a movement to drive awareness to the financial services profession, the CFP® Designations, Professionalism and the Power of social media.

Kobus have published and is the author of the books Passion for the Profession – Mastering the 9 Ps to Professionalism, RDR – Mastering Key Elements to RDR, CryptoMania-Mastering the Crypto and Accelerate your Brand – Mastering the Power of Personal Branding”. Kobus is currently writing his book , From Burnout to Bliss – Mastering Self-Care fort Professionals” out of a series of 5 Mastering Books.

Mulalo Nemataheni is a CERTIFIED FINANCIAL PLANNER® professional with over 10 years of experience in the financial services industry. She holds a B Com Financial Accounting Degree from UCT, and a Postgraduate Diploma in Financial Planning from Milpark Education. She is the Founder and CEO of ImPowerX Advisory Services, an authorised Financial Services Provider on a mission of taking financial literacy education to communities. Engaged with her community, Mulalo currently runs ImPower’d Woman, a registered non-profit organisation working for the rights and empowerment of women. They do this through ImPower’d Woman Book Club and ImPower’d Woman Business Forum.

Hendri is a CA (SA) and CFP®️ professional with over fifteen years’ post articles financial management and planning experience. He completed his training at Ernst & Young in 2007 and went on to work for Ernst & Young in the Dallas, Texas office through an International exchange program called JIT.
He furthered his experience at Gallo Music Group, Warner Music International and Merchant Music, heading up the finance and operations divisions for 7 years after joining Ultima Financial Planners in 2015 as a Financial Planner and Business Development Manager. He obtained his CFP®️ qualification in 2018.

Hendri’s passion is to equip and inspire clients and the public, through a weekly radio program on Impact Radio 103FM, to make better financial decisions. He wants to inspire people through innovative, productive and focused administration and financial solutions.

Amira, a CERTIFIED FINANCIAL PLANNER® professional, with over 9 years of experience in the financial planning industry, is truly passionate about her work and clients. Each client is different and planning for them makes things interesting. She is a highly motivated, diligent, and hardworking CFP® professional who is pursuing her MCom in Investment Management.

Beyond her professional endeavors Amira also deliver’s financial literacy education workshops to consumers

Charleen started her advisory career at Alexander Forbes in 1999 and joined Sasfin as Head of Healthcare Consulting in 2016. With over 20 years management experience and having consulted to several large corporates she has a deep understanding of the medical scheme and health insurance industry and has a proven track record of assisting clients in identifying suitable healthcare products and strategies to meet their needs. Charleen has a BSc honours degree in Medical Biochemistry and a Post Graduate Diploma in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional.

Outside of Sasfin, she serves as a pension and provident fund trustee and served as the chairperson of the Healthcare Competency Committee of the Financial Planning Institute (FPI).