Our Team
Our Team
Our Dedicated Team: Driving Financial Excellence Through Expertise, Collaboration, and Commitment
Phil has over 40 years of
experience in the Financial Services
Industry with 26 of them in the
Retirement Fund Industry
Qualifications:
Fellow of the Institute of Life and
Pension Advisors (\LPA)
Institute of Bankers in South Africa
Regulatory Examinations (Key
Individual and Representative
Penny has over 30 years of
experience in the Retirement
Fund Industry
Qualifications:
IISA Programme in Retirement
Fund Management
National Certificate in Financial
Planning
Regulatory Examinations
Moira has Over 20 years of
experience in office
administration
Qualifications:
Diploma in Secretarial Duties.
Busi has over 25 years of experience in the Retirement Fund Industry
Qualification:
National Certificate in Wealth Management .
Regulatory Examinations (Representative).