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Pulane Sekepe – Convention MC
Pulane Sekepe has always been passionate about the entertainment industry, especially television and film, believing it’s one of the most influential tools in the world. Her production career started as a casting coordinator on the series High Rollers on SABC 3 where the “producing bug” bit her… Following that she worked as a production assistant and researcher on Die Van Coke Show. Pulane debuted as a producer on the Via TV dating show Se Vir Mamma and is currently producing season 2. She not only has experience from a production perspective, but also spent many years in front of the camera, appearing on stage as well. Her accolades include a leading role in the renowned The Market Theatre production of You Fool, How Can The Sky Fall and the Innie Bos Production Be(t)roudag. She’s taken on diversified parts ranging from comedic characters, like Cecilia in the KykNet series Die Kasteel to more dramatic ones such as the gritty street hustler in the Silverskermfees film Spoorloos. The dynamic twenty-eight-year old also hosted fan favourite TV shows likeVia’s Kom Ons Trou Nou, Pasella and Naweek. Her love for radio landed her a spot as the traffic presenter on the Martin Bester Drive Show on Jacaranda FM. Pulane is currently starring in Die Vlieënde springbokkie a sitcom on SABC2. Pulane’s illustrious and varied career has equipped her with a wholistic understanding of the entertainment industry which she still continues to work-, learn- and grow in today. |
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Dante De Gori CFP®BCom, DipFP, GradCert P&P, MAICD
Dante De Gori, CFP, is an experienced senior executive, a financial services professional, global financial planning advocate, government relations and policy expert. Prior to joining the Financial Planning Standards Board Ltd. (FPSB), De Gori served as the chief executive officer of the Financial Planning Association of Australia Ltd. (FPA Australia) – the sixth largest Affiliate within the FPSB Network. A proud CFP professional, De Gori is passionate about advancing the profession of financial planning and supporting CFP professionals around the globe. He has served on several FPSB committees and working groups, including as chair of the Council and chair of the Chief Executives Committee (CEC) from 2018 to 2021. De Gori was recently awarded the Association Influencer of the year 20221 by the Australasian Society of Association Executives (AuSAE). Prior to being CEO at FPA Australia, De Gori spent six years as General Manager, Policy and Government Relations at the organization. During this time, he led the development of the financial planning profession’s regulatory and advocacy strategy and represented the profession of financial planning and the broader financial services industry. De Gori has over 20 years of experience within the financial planning profession. Prior to joining FPA Australia, he worked in various senior roles within financial planning and compliance with several organizations such as ClearView Financial Management, Zurich Financial Services, Asteron Life and Suncorp Bank. De Gori also served as Director of the Future2Foundation, the charity foundation of the financial planning profession in Australia, from 2016 to 2021. De Gori is a proud husband and father who dedicates his life to the four F’s: family, food, football and financial planning. De Gori holds a Bachelor of Commerce (finance and marketing), a graduate certificate in politics and policy, a diploma in financial planning, has completed the Australian Institute of Company Directors Course (2021), and is currently completing a Master of Laws at the Australian National University. |
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Mandy Wiener
Mandy is one of the country’s best known and most credible journalists and authors. She is the current host of the Midday Report on 702 and Cape Talk and is a regular columnist for News24. She has published numerous best-selling books and is a prominent social media commentator. For the past two decades Mandy has worked as a multi award-winning reporter specialising in investigative journalism and legal matters. Covering stories such as the trial of former national police commissioner Jackie Selebi and the murder of Brett Kebble, she earned a reputation for her work in exposing South Africa’s criminal underworld. These included exposes on Czech fugitive Radovan Krejcir, Teazers boss Lolly Jackson and other mysterious murders.
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Dr. Charles ChaffinDr. Charles Chaffin’s work encompasses a broad range of fields, from educational and cognitive psychology to financial planning. He has served as the author or lead editor of 7 different books within financial planning and cognitive psychology, helping practitioners become more client- centered and helping individuals and companies address distraction in the workplace. Dr. Charles Chaffin consults with a number of organizations on ways they can develop and adapt their learning strategies to meet both their organizational goals as well as serve a broad range of learners. Dr. Chaffin recently released three books including Numb, which focuses on all of the pushes and pulls on our attention, as well as the byproducts of life in the Information Age, ranging from confirmation bias and tribalism to choice overload and compassion fatigue. Numb is designed to help readers use information, and the technology that goes along with it, as a tool for better productivity, deeper relationships, and authentic experiences…as opposed to a destination. For over a decade, Dr. Chaffin has worked with financial planning practitioners and researchers within to develop and present new research that has direct impact on the practice of financial planning. He served as co-Academic Director of the Client Psychology program at The Wharton School as well as Program Lead of the Financial Planning Teaching Seminar at Columbia University. He consults with financial service firms and is a regular keynote speaker at a variety of conferences. He led research and education activities at CFP Board for 12 years. He is also the H.L. Hilton Endowed Chair at Iowa State University. |
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Lelane Bezuidenhout, CFP®Lelané has been involved in the financial services industry since 1999. She started at a large life insurer where she fulfilled many roles over the 11 years with the insurer. It is in her dealings with compliance matters and consumer complaints that she took an interest in financial planning from a standard setting point of view. Over the years she studied, as a working mom, to become a CERTIFIED FINANCIAL PLANNER®. From the life insurer she joined the FAIS Ombud’s office where she investigated FAIS (regulatory) related complaints. After five years at the ombud she joined the FPI in 2014 and headed the Certification and Standards department for a few years. Today after a journey of a little over 20 years, Lelané is the current CEO of the FPI where she continues to impact positively on the lives of all, as best she can, in serving the FPI’s vision of “Professional financial planning and advice for all”. She believes we have a great profession that is yet to achieve its fullest potential! She obtained both her Postgraduate Diploma in Financial Planning and Postgraduate Diploma in Investment Planning from University of the Free State. She furthermore completed a Compliance Management course at the University of Cape Town. She believes in lifelong learning as we can never know all there is to know! |
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Nici Macdonald, CFP®Nici Macdonald holds the position of HOD: Certification at the Financial Planning Institute. Nici has a strong legal background and is passionate about the future of financial planning and financial advice in South Africa. Nici has extensive experience in practice management within a financial services provider, specifically, the operational support needed and procedures underpinning the financial planning advice process. She has acted in the capacities of wealth advisor and fiduciary advisor for many years before taking up the position at FPI. Academically, Nici was involved with the University of the Free State in drafting material, setting examinations, and lecturing for the Advanced Diploma in Estate and Trust administration. Nici holds an LL.M (Private Law) which was awarded Cum Laude, as well as an Advanced Postgraduate Diploma in Financial Planning from the UFS. In 2009 Nici received the award as best student for the Practical Case Study and in 2012 the award for the best student in Estate Planning from the University of the Free State. She holds the CFP® designation as well as the FPSA® designation from the Fiduciary Institute of Southern Africa. |
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Vusi ThembekwayoVusi Thembekwayo is a Global Business Speaker, private equity Managing Partner at Watermark Afrika, CEO of pan-African impact investment firm MyGrowthFund Venture Capital & convenor of leading research boutique IC Knowledge Bureau Ranked number 1 in public speaking at the age of 17, Vusi went on to receive third place in the world at the English-Speaking Union International Competition. Vusi Thembekwayo is making waves internationally as a thought-provoking young business leader from the continent with many ideas on solving economic issues in Africa. His mission is to change the African narrative by challenging the mindset and approach towards achieving economic freedom. Vusi has been the catalyst for change in businesses across the |
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Emma SadleirEmma Sadleir is South Africa’s leading expert on social media law. The company she founded in 2014, the Digital Law Company, specialises in educating and advising corporates, employees, schools, parents, teachers, and universities on the legal, disciplinary and reputational risks of social media. Emma and her team have collectively addressed hundreds of blue-chip corporate clients and over 200,000 learners across Africa and the United Kingdom through educational talks and presentations. She also teaches media law to journalists and lawyers and lectures personal reputation management on various MBA programmes. |
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Brent LindequeBrent Lindeque is a South African entrepreneur, motivational speaker, and social media influencer. He gained international attention in 2014 when he posted a video online of himself taking part in the “NekNomination” drinking game, but instead of drinking alcohol, he did a good deed for someone in need. The video went viral and Lindeque used the attention to launch the #ChangeOneThing movement, which encourages people to make small positive changes in their lives that can have a The success of the #ChangeOneThing movement led to Lindeque gaining media attention from major international outlets, including CNN, BBC, and Oprah magazine. In 2014, he was even featured on The Ellen DeGeneres Show, where she praised him for his positive impact. Lindeque continues to use his platform as a motivational speaker and influencer to promote positive change and encourage others to take action in their communities. He is the founder of the social impact organization Good Things Guy. In 2018, he was named one of the top 100 most influential young South Africans by the Mail & Guardian newspaper and in 2022 his platform was featured on a list of World’s Top 100 innovation success stories. |
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Renate Jute, CFP®Renate Jute has been actively involved in the Financial Services Industry for over 20 years and entered the specialised fields of Trust Administration and Accounting in 2001. In 2017 she founded Noble Prosperity where her focus is on trusts, estates, the education of financial planners & accountants and the prosperity of business owners. She has a podcast called Business Brainwaves, hosts online Masterclasses to educate and empower the participants and writes a blog which keeps her readers up to date with trust and estate matters as well as fundamental business skills. Renate is a CERTIFIED FINANCIAL PLANNER®, FPSA® and Tax Practitioner. Currently A Non-Executive Director of FPI (Financial Planning Institute of South Africa), she is also a member of SAIT (South African Institute of Tax), FISA (Fiduciary Institute of Southern Africa), and FPI (Financial Planning Institute of South Africa, and registered with COMENSA (Coaching and Mentoring Southern Africa). |
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Panos LeledakisPanos has a vast 24 years’ experience in the field since 1999 as a top awarded insurance consultant and a TOT MDRT member. A pioneer in the insurance industry, an insurance futurist, he is an expert in the topic of millennials & Gen z, digital transformation, internet marketing strategy, virtual reality, artificial intelligence and new cutting edge technologies in the insurance industry. Inventor of two innovative software for insurance need analysis, by implementing the science of risk management, artificial intelligence and extensive neuroscience research on risk perception and decision making. The software received 11 global innovation awards from organisations like the MIT university. In 2020, he was honored with the esteemed global award for “Top 25 InsurTech CEOs of 2020.” Additionally, he held the position of President at the Panhellenic Association of Insurance Consultants from 2015 to 2019. Panos is recognized as an accomplished international public speaker, having presented in over 35 countries, known for his motivational and impassioned style of communication. Although originally from Greece, he relocated to New York three years ago. |
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Kirsty Scully, CFP®Kirsty Scully, CFP® is the Chairperson-Elect of the Financial Planning Institute of Southern Africa, and this keeps her at the forefront of legislative changes within the financial planning profession. In addition to this, Kirsty is a Senior Financial Planner at Core Wealth Advisory Services in Cape Town, working with high net-worth individuals, many of them are visionary businesswomen, retired individuals and emerging entrepreneurs. With a track record as a financial planning professional that spans three decades, she gives pragmatic advice and approaches her client interactions on a detailed and highly professional basis. Not only is she a public speaker on international radio and TV broadcasts, but she is also an aspiring author of her book Financial Planning Conversations. She was awarded the Financial Planning Institute’s Media Award for her immense contribution to financial planning through the media. Her achievements in the profession were also recognised when she was a finalist in the Businesswomen’s Association of South Africa, Regional Business Achiever Awards. As if Kirsty’s life isn’t busy enough, she still makes time to ensure a balanced and healthy lifestyle. Keeping strictly to professional 8am to 5pm hours, she rises early in the morning either to walk or run around her suburb or spends time keeping fit with figure-skating at the ice-rink. She is incredibly involved at her church leading a group called Women of Influence. As hobbies, she loves interior decorating and craft painting. Travel is Kirsty’s passion and she loves cruising which, through careful saving is paid for by the time the holiday rolls around….. now that is leading by example! |
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Charlotte KempCharlotte Kemp is the Futures Alchemist, a futurist keynote speaker who works with organisations to co-create preferred futures. Charlotte is a Past President of the Professional Speakers Association of Southern Africa (PSASA), President of the Global Speakers Federation (GSF) and maintains membership of the Association of Professional Futurists (APF). Her early career was in financial services and she worked for a large national bank, international insurance company, boutique financial advisor and an innovative technology company who designed new platforms for maintaining many of the financial products that are common place in South Africa today. Charlotte is the author of a number of books, including ‘Futures Alchemist’ and ‘How to be the Conscious Futurist the World Needs Now’. Charlotte is also Chief Relationship Officer for Voices Into Africa, an events company seeking to raise the profile of speakers, events and collaborations across Africa. As a science fiction fan, Charlotte has been considering the use, reaction to and concerns about technology, automation, robotics and AI for decades and is delighted to explore them in this conversation. |
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Anton Swanepoel, CFP®Anton Swanepoel, CFP® is a practice management and compliance specialist with more than 33 years of experience in the financial services industry. Anton is the founder of Trusted Advisors (Pty), an independent training and consulting company. He is a former FPI Financial Planner of the year finalist, and he serves on a number of industry committees that aims to professionalise the financial planning industry. He is a former Chairperson of the Financial Intermediaries Association (FIA) Financial Planning Committee and a former Board member of the FIA. He also served on the Expert Panel that guided National Treasury on the Conduct of Financial Institutions Bill. Anton holds a Master’s Degree in Mercantile Law and a Post Graduate Diploma in Financial Planning from the University of the Free State. He is the author and co-author of more than twenty books and industry manuals on leadership, ethics, trust, business management, financial planning, investment planning, and compliance. He is an accredited trainer on these topics and a regular speaker at financial planning seminars and conventions. In 2017 Anton received the Harry Brews’ Chairman’s Award from the Financial Planning Institute of Southern Africa for his life-long, significant contributions to the financial planning profession in the areas of service to society, academia, training, government, and the media. |
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Joep LootsJoep Loots is a Health and Fitness coach, helping men and women transform their health to transform their lives. With 40 years of experience in the high-performance sporting arena, he uses his skill and knowledge to inspire and teach transformational tools to embody optimal health, fitness and happiness. Joep has always been inspired by movement, and while he studied his under andpost-graduate degree in Sport Science at Stellenbosch University, he fell in love with the technical event Decathlon, which consists of ten track and field events. In 2008 Joep founded Body in Balance, a Lifestyle Fitness Program, helping men and women break through personal fitness boundaries, re-ignite their love for movement, feel energized, inspired and intentional, to reach their goals and change their lives for the better. Joep has a holistic approach to coaching – with the focus on Body, Mind, and Soul. Joep is not only a coach to his clients, he is their biggest supporter, helping them to see their potential when they may not be aware of it themselves. He helps them transform their mindset, health and bodies to live a life of purpose, passion and meaning. |
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Trevor StaceyTrevor is a fintech visionary who’s responsible for atWORK’s partnerships with corporates and other fintech partners. Trevor was born in Malta and educated in England. After working in several countries he moved to South Africa, and he hasn’t looked back. Following stints at international companies in the financial technology field, Trevor joined atWORK as a partner, helping our founder Pierre Dippenaar and his brother Cas to build the brand virtually from scratch. Now almost twenty years later, atWORK is the financial planning software of choice for over 5000 financial advisers in South Africa and beyond. Trevor’s played a vital role in getting corporate South Africa to adopt our homegrown software solution in their businesses. He’s also ensured that our system remains at the cutting edge of international technology standards and he leads atWORK’s response to local legislation, helping our users to easily manage their business risks. |
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Mapalo MakhuShe is a Published Author, an award-winning Personal Finance expert, Speaker, Personal Finance Columnist and the Founder of Woman & Finance. She holds a BCom Finance Degree and a Post-Grad in Financial Planning. She has over 7 years’ experience in the financial services industry. Her passion is in helping her audience gain clarity and confidence around their personal finances. Her work has been featured in notable publications including True Love, City Press, and Mail & Guardian to name a few.
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Farzana BadatFarzana was appointed as Deputy Commissioner of the Financial Sector Conduct Authority (FSCA) by the Minister of Finance on 1 December 2021. She is part of the Executive Committee responsible for overseeing the overall strategic and operational management of the FSCA. She is also accountable for the development and implementation of harmonised licensing and supervisory conduct risk frameworks across the financial sector, as well as oversight of AML/CFT matters and the FSCA’s Office of General Counsel. Farzana’s experience spans multiple institutions, locally and internationally. She was previously Senior Policy Advisor for conduct risk, financial technology and digital transformation at the International Association of Insurance Supervisors in Basel, Switzerland. She worked closely with the Bank for International Settlements, Financial Stability Board, Financial Stability Institute, Organisation for Economic Co-operation and Development and Islamic Financial Services Board on various financial sector policy and supervisory initiatives. Prior to that, she was Divisional Executive for Conduct of Business Supervision and headed up the regulatory frameworks and insurance conduct supervision departments at the FSCA and former Financial Services Board. She was also Head of Regulatory Risk and Compliance at a large insurer where she established the organisation’s second line regulatory risk and compliance function, and data protection and combined assurance frameworks. While at a global audit and advisory firm, she led and participated in several regulatory compliance and technology risk assessment and implementation projects across several industries, including the financial, telecommunications, mining, health and public sectors. Farzana graduated summa cum laude with a Law degree from the University of Natal-Durban, holds a Master of Laws degree in International Law from the University of Michigan Law School in Ann Arbor, USA, and completed her Master of Laws coursework in Human Rights and Constitutional Litigation, Internet, E-commerce and Technology Law and Bioethics at the University of KwaZulu Natal. |
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Francois Du Toit, CFP®Francois has worked in financial services since 1994 and founded PROpulsion Learning and Technology in 2015. The business is focused on helping financial planning professionals grow and thrive through providing quality learning and consulting services. In 2020, Francois received the “It starts with me” award from the Financial Planning Institute of Southern Africa in recognition of his contribution to the profession. Francois is the creator and host of “PROpulsion LIVE”, a live video show on YouTube where he shares and inspires financial planning professionals. He regularly interviews local and international guests. With 198 episodes and counting, the show has been referred to as the “Encyclopaedia for Financial Planning businesses”. He regularly speaks at conferences, both locally and internationally, and is often asked to moderate panels or to host events. Francois has articles published in FA News, Money Marketing, Blue Chip Digital and on his blog and LinkedIn profile. Francois holds a Bachelor of Commerce in Risk Management and a Post-Graduate Diploma in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® Professional. |
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Dr Janette Minnaar-van VeijerenJanette started her professional career in 1991, at the Bank Supervision Department of the South African Reserve Bank. She was admitted as an advocate of the South African High Court in 1991. She lectured in Criminal Law at the University of Venda from 1994 to 1996 and continued her academic career at the University of Pretoria. After completing her doctoral degree in 1998, she decided to pursue a consulting career in the private sector. After co-managing a private company as a director until mid-2007, Janette joined the Ethics Institute of South Africa as a part-time contractor and served on their board for two years. In August 2014, Janette founded ProEthics, a new venture positioned to promote professional ethics and responsible governance practices in the private and public sectors. She was a member of the Institute of Directors and she served as a business-integrity mentor on behalf of Business Unity South Africa (BUSA). Janette was appointed as a trustee of the Forever Theron Trust of Dr Annique Theron, internationally acclaimed founder of Annique Skincare, from 2007 to 2015. She joined her advocate colleagues as part of Prof Tim Noakes’s legal defense team against the Health Professions Council of South Africa. At present, Janette is serving as a member of a multi-stakeholder partnership to promote business integrity and combat corruption in South Africa. Janette is a popular speaker at conferences and she was elected to give a talk as an expert knowledge partner at the 2021 OECD International Annual Anti-corruption and Integrity Forum. She has been privileged to present lectures with industry leaders such as Prof Mervyn King. She specialises in the development and presentation of in-house training programmes for clients in both the private and the public sectors and she teaches short programmes on ethical leadership at Henley Business School and Wits Business School. She has also presented courses to post-graduate students at the University of Stellenbosch Business School and lectured at Enterprises@UP for ten years. Apart from training at all levels of seniority, ProEthics performs ethics investigations and Janette designs stakeholder perception surveys for organisations. Her client base includes not only large private companies, public entities, government departments, universities and NPOs in South Africa, but also in Ghana, Nigeria, Mauritius, Uganda, Malawi, Tanzania, Mozambique, Zimbabwe, Botswana, the Democratic Republic of the Congo, Uganda, Namibia and Mauritius. |
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Thomas Brukman, CFP®I am a Director of Chartered Wealth Solutions and head up our Western Cape office. Being a practicing Certified Financial Planner® for the past 7 years, has enabled me to fulfil a large part of my purpose: helping people navigate through the challenges that life inevitably throws in their way. I am passionate about the industry I work in and genuinely believe we have a huge role to play in transforming South Africa into the society we all aspire to. |
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Kobus BarnardKobus Barnard co-founded Allegiance Consulting (Pty) Ltd in 1999 and although the Allegiance journey started out as an expert legal consulting firm specialising in financial engineering in the financial services industry, the company has since transformed into a thriving Fintech enterprise. From humble beginning, he has consulted in the trenches with financial advisors and their clients, and sometimes with the client’s attorneys and their auditors, in the area of company structuring, wealth structures, fiduciary services and expert financial planning and investments. Under Kobus’s visionary leadership, the Allegiance team democratised complex financial planning and scaled it with systems. He assembled a respected and leading team of financial engineers and quants, all of them highly qualified in their respective fields of mathematics, and of legal, tax and financial planning, many holding master’s degrees in their respective fields. Kobus is a dreamer, and it is palpable in every facet of his work. He is deeply passionate about harnessing the power of systems in financial planning. He is obsessed with Artificial Intelligence. He oversees the design and development of the Avalon platform, a FNA Suite adopted by more than 7500 users across five enterprise integrations. Kobus is living his ikigai – He does that by empowering advisors to help their clients discover, achieve and live remarkable lives. His infectious enthusiasm is coupled with a hearty laugh that inspires those around, uniting them in the adventure of lifestyle financial planning. |
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Rassie Du Preez, CFP®Rassie studied B.Com (Accounting) at the University of Pretoria and is a CERTIFIED FINANCIAL PLANNER®. He started his career as an Accounting teacher and then joined Citadel Investment Services as a Para-Planner. He later became a senior business analyst involved in the design and development of their Wealth Management software solution. After ten years at Citadel, Rassie joined RMB Private Bank as the head of Wealth Management software solutions for the First Rand Wealth Segment. Rassie joined Elite Wealth as Managing Director in 2010. |
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Zamani NgidiZamani Ngidi is the Senior Client Manager for Cyber Solutions for Aon South Africa and the Deputy Leader for the TMT Industry in EMEA. He is responsible for cyber solutions operations in South Africa and supporting Aon’s TMT commercial proposition across EMEA. He received his MSc in Fraud and Risk Management from The University of Salford, he is an Associate of the Institute of Risk Management South Africa, an Associate of the Insurance Institute of South Africa and a qualified ISO/IEC 27001 Information Security Lead Auditor. He has operated in various industry sectors delivering solutions which assist clients with corporate governance, mergers & acquisitions, enterprise risk management and cybersecurity. |
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Robyn ClayRobyn is a Director at Linktank and is responsible for taking the lead in building and managing all the business’s strategic relationships with clients, employees, independent contractors, IT product providers to financial services companies and the media. It is her role, to develop long-term relationships based on mutual trust, shared vision and co-creation growth opportunities. She has 25 years of financial services industry experience, beginning her career at Chase Manhattan, where she worked her way through different parts of the bank’s London business. Then she returned to South Africa and joined Greenwich Asset Management before becoming a relationship manager for an online business, helping develop Brait Financial Services’ website. It was at ACSIS that she became involved in helped financial advisers become comfortable with their integrated financial planning process and holding their hands during the transition to new system components. She is passionate about fostering collaboration and partnerships and believes this is the way of the future. Her roles have spanned marketing, events and operational systems support and, together, her experience has given her an intrinsic understanding of how all areas of a business impact on a client experience. |
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Hannah Myburgh, CFP®Hannah Myburgh is an accomplished Certified Financial Planner® at Crue Invest (Pty) Ltd where she has also been instrumental in spearheading the IT and CRM advancements of the practice. Hannah read for her B.Comm Financial Planning degree at Stellenbosch University followed by her Post-Graduate Diploma in Financial Planning which she passed cum laude. She is passionate about helping clients take control of their finances and achieve their lifestyle goals by making informed decisions. Her special interest in the role of fin- and reg-tech within the financial planning industry has resulted in Hannah being a driving force behind the tech innovation of the business. |
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Billy Seyffert, CFP®Billy is an admitted attorney. He attained Post Graduate and Advanced Post Graduate Diplomas in Financial Planning and is a Certified Financial Planner. He is an approved compliance officer and Compliance Institute member. He has been involved in many areas of the financial services industry since 2000 and has been directly involved with compliance management since 2004. Billy joined Moonstone Compliance in 2011 as the Chief Operating Officer. Being at the head of a compliance operation which is responsible for almost 12 000 intermediaries, Billy is well versed in the challenges faced by financial institutions and financial services providers in the ever-changing regulatory landscape. |
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Johan Minnie, CFP®My life’s mission is to help people understand the importance of financial planning. I hope this will help them financially prepare for life’s difficult situations In 1997, I joined Liberty Group as a legal adviser after graduating with a Corporate Finance Honours degree from the University of the Free State. Since then, I have led regional teams and have headed up various divisions, including the Broker Division, Sales and Distribution, Emerging Consumer Market Sales, and Direct Financial Services. In that time, I have garnered extensive knowledge in business strategy and execution, as well as marketing and sales management. Today, I am the Group Sales Director at Liberty Group. I lead a team of professionals that are dedicated to helping millions of South Africans secure financial freedom for themselves and their loved ones. The team, consisting of Financial Advisers, Brokers and internal staff, provides clients with professional guidance as they make those important financial decisions. Our industry is dynamic and many things have changed in all the years I have been at Liberty Group. This is why I continuously try to reinvent myself, especially as we enter the Fourth Industrial Revolution. Our industry needs to understand the virtue of artificial intelligence, machine learning and big data. In everything I do, I remember to be grateful and to stay hungry. At the heart of it, I’m a regular guy trying to make a difference in the lives of other regular people. |
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Kieran FrostKieran has always worked in the technology sector and in roles that involve cross-functional understanding, working and execution to deliver on a company’s strategy. He joined Sendmarc in 2020 bringing with him over 10 years ‘experience of research analysis, product management and solutions consultancy. Having worked with companies such as IDC Research (International Data Corporation), Internet Solutions, and Dimension Data, Kieran’s understanding of the tech sector at a macro level is complemented by his micro perspective of software businesses at the operational level. |
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Bongani KhuluBongani Khulu has extensive leadership experience in the financial services industry in South Africa and across the rest of the continent, having worked on a diverse range of portfolios in the area of wealth and investment management, retail banking, strategy formulation, and implementation, strategic marketing, credit risk, and analytics. His most recent position was the executive responsible for Strategy, CVPs, and Business enablement across Absa Retail and Business Banking (including Insurance). Prior to this, he was the Head of the Absa Family Office business servicing UHNW and key clients. He also led Client Engagement and Business Development at Absa Wealth and Investment Management. Before joining Absa, Bongani spent a decade with the FirstRand Group, serving in various leadership roles in South Africa and across the continent. Amongst his qualifications, Bongani holds a Global Executive MBA from Instituto de Empresa (IE) Business School in Spain. ESG Executive Certificate for Senior Leaders from Wharton Business School and he also holds BSc and BSc Hons degrees from the University of Pretoria. He is a previous recipient of the Mail & Guardian Top Young South African award, under the Business and Entrepreneurship category. He is also a member of the Association of Black Securities and Investment Professionals (ABSIP), and a mentor to university students through ASABA (Association for South African Black Actuarial Professionals). Bongani also spent 2 years as a missionary across Southern Africa on community-based projects. |
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Kobus Kleyn, CFP®Kobus Kleyn is a distinguished professional, holding three esteemed designations as a Certified Financial Planner, Tax Practitioner, and Fiduciary Practitioner. He has authored four books, co-authored three, and published over 200 articles. His expertise has earned him memberships in multiple professional associations and many awards. These include lifetime achievement accolades from the FPI (Harry Brews Award), The Million Dollar Round Table (Top of the Table Life Membership), Liberty Group (Life Membership), and the prestigious MDRT Presidential Leadership Awards. Kobus’s commitment to his Profession is evident in his active involvement in volunteer committees with the FPI, FIA, and MDRT. Recognised as a thought leader in Financial Planning, Fintech, and Branding, he is a patriotic South African, deeply attached to his country and its flag. Beyond his professional sphere, he demonstrates a solid commitment to philanthropy as a Diamond MDRT Foundation Knight. As an acclaimed international speaker, Kobus inspires and significantly contributes to his Profession. |
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Louis van der Merwe, CFP®Louis van der Merwe is the co-founder and director of WealthUp, an independent financial planning firm situated in Durbanville, Cape Town. Louis started his career in 2009 in the financial services department at an auditing firm in Cape Town, balancing both the technical and the personal side of financial planning. He holds the designations: He completed his B.Comm degree at the University of Stellenbosch as well as the Post Graduate Diploma in Financial Planning (Stellenbosch University) (cum laude). Further to this, he finished his Advanced Post Graduate Diploma in Financial Planning at the University of Free State, specializing in investment management as well as an Advanced Diploma in Estate and Trust Administration at the University of Free State (cum laude) where we also received a top-student award. Louis mainly works with widowed people to help them make complex decisions about money and life through a coaching approach. He has a passion for technology and helping people. Louis is also the host of the Ensombl Advice South Africa Podcast where he shares conversations with financial planners and experts across the globe. |
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Henda KleingeldHenda Kleingeld started her career as a lecturer at the School of Financial Planning law, in 2009. She developed and registered the Advanced Diploma in Estate and trust Administration and acted as the program director for this course for 5 years. This Diploma is accredited by both FISA and STEP. She is currently the Programme Director of the Postgraduate Diploma in Financial planning law Her qualifications include B.Com (Law); LLB; Post graduate Diploma in Financial Planning Law, the Advanced Post graduate Diploma in Financial Planning Law and a LLM degree. She was admitted as an attorney of the High Court of South Africa in 2004. She was also a legal consultant at Sanlam in Bloemfontein, and in 2006 she joined ABSA Wealth in Bloemfontein where she worked as a Risk and Fiduciary Specialist specializing in Estate Planning, wills, and trust audits for the high-net-worth clients in the Free State and Northern Cape. She has attained her CFP® Professional status and is a registered Fiduciary Practitioner of SA (FPSA®) and a member the Society of Trust and Estate Practitioners (STEP). She received the FISA Chairperson award in 2023. |
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Dr. Jackie Palframan, CFP®Dr. Jackie Palframan works as a practising Certified Financial Planner® professional as well as in academia where she teaches and leads the PG Diploma in Financial Planning at Nelson Mandela University in Gqeberha. Her research focuses on the financial planning industry particularly from the perspective of a human first, digitally assisted holistic approach. As a financial planner herself she is interested in the relationship that a financial planner’s human side (social capital, psychological capital and entrepreneurial capital) plays in creating value in their financial planning businesses. She consults across a range of different entities from individuals to businesses and has served as a trustee to a large private retirement fund where she has chaired their investment committee. Dr Palframan also co-authors the industry textbook, The Fundamentals of Financial Planning which is now in its 10th edition. She is a regular speaker at conferences and seminars and also contributes to industry and academic media. She has been involved in many roles at the FPI over the past 15 years from serving on the Board, leading the local committee in her region to serving on the FPI education forum locally and internationally. |
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Gareth CollierGareth Collier is a director at Crue Invest (Pty) Ltd, one of only 14 companies that hold the FPI Approved Professional Practice™ designation. Gareth holds a B.Comm degree, an Advanced Diploma in Investment Planning, and is a Certified Financial Planner®. With a passion for empowering individuals to achieve their financial goals, Gareth has a solid track record in helping clients navigate complex financial landscapes. His proficiency in financial planning, wealth management, and investment advisory services has guided numerous clients towards securing their financial futures. |
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Anne Cabot AlletzhauserAnne is Practice Director and Co-Founder of the Responsible Finance Initiative at the Gordon Institute of Business Sciences. It’s a role that perfectly combines her professional skills: 40 years in asset management and finance – with her academic training and passion: Developmental Anthropology. The question she has been grappling with for the past 10 years is “How can we rethink finance and the financial services industry to create more meaningful outcomes for developing economies?” Before co-founding the RFI, Anne headed up the Alexander Forbes Research Institute – an initiative that looks at the full spectrum of savings, investment and wellness issues that confront South Africans in particular and Africans in general. This research can be accessed through https://research.alexanderforbes.com/ Anne also spent 32 years managing pension fund assets in North America, Japan, the UK, Europe and South Africa. In 1992, she moved to South Africa and pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today. In South Africa, Anne founded the publication Collective Insight. This provides a forum for practitioners and academics to debate how financial services can address the broader social, environmental and governance issues of South Africa. |
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Matthew McKellarMatthew McKellar is a skilled Technical Sales Consultant who has been with BUI for the past 9 years. BUI is a Microsoft Gold Partner that specializes in cloud, security, and digital transformation solutions. Matthew is part of the SMB sales team that focuses on helping small and medium-sized businesses leverage the power of Microsoft 365 and Azure, with a strong emphasis on Security. Matthew has a talent for creating long-term partnerships with his SMB client base, always looking for the best way for clients to get all the benefits from their investments into Microsoft 365 and aligning their needs to the correct licenses and services. He has a deep knowledge of the Microsoft product portfolio, especially in the areas of security, collaboration, and productivity. He is also proficient in Microsoft Azure, having completed several certifications and trainings on the cloud platform. He can advise clients on how to migrate, optimize, and secure their workloads on Azure, as well as how to leverage its various services and features. His dedication to finding the best solutions for his clients has made him a trusted and valued member of the BUI team. He has consistently exceeded his sales targets and received positive feedback from his customers. He has also been recognized by Microsoft as one of the top performers in the SMB segment, winning several awards and incentives. He has also been invited to speak at various events and webinars, sharing his insights and best practices on Microsoft 365 and Azure. |
