Experience

Citadel Investment Services

• South Africa
• Financial Services
• 200 - 300 Employee

• Advisory Partner

  • Jul 2021 - Present



PSG Wealth

• South Africa
• Financial Services
• 700 & Above Employee

• Advisory Partner

  • May 2019 - Jun 2021

  Before joining the PSG Wealth Franchise started by Steven Bayne in 2016 I was an Advisory Partner at Citadel Investment Services (Pty) Ltd. In 1999 I joined Deloitte Private Clients (Pty) Ltd, the joint venture between Citadel Investment Services (Pty) Ltd as an administration manager. I was promoted to Finance Manager in 2000 and served as part of the EXCO team. In 2006, when the Private Clients business was acquired by Citadel, I headed up the Finance role for the Client Advisory division. In 2014 I took a decision to move into the advisory team servicing clients. I am passionate about looking after my clients and helping them to meet their financial goals. I managed a portfolio of R700 million and have built strong relationships. I am a Certified Financial Planner (CFP®) and have achieved a Post Grad Diploma in Financial Planning and a Post Grad Diploma specializing in Estate Planning from the University of the Free State. I also have a LCIBM accreditation from the Chartered Institute of Secretaries and Administrators. On a personal note, I enjoy running, reading, catching up with friends and spending quality time with my wife, Marilyn, and our two daughters. Show less



Citadel Investment Services

• South Africa
• Financial Services
• 200 - 300 Employee

• Advisory Partner

  • Jun 2014 - Apr 2019

  I started at Deloitte Private Clients, the joint venture between Citadel and Deloitte, in August 1999 as an administration manager. I was promoted to Finance Manager in 2000 and served as part of the EXCO team. In 2006, when the Private Clients business was reintegrated back into the Citadel family, I headed up the Advice Finance division until May 2014. I enjoy being part of the advisory team, which places my clients at the center of the solutions we offer. I enjoy running, reading, catching up with friends and spending quality time with my wife, Marilyn, and our two daughters. Show less

• Financial Manager

  • Aug 1999 - May 2014