Meet our people

martie ban heerden



Marthie van Heerden (Managing Director) is responsible for the recruitment of quality financial advisors and liaison with product providers and financial advisers. She is also one of the Key Individuals on our licence. Marthie and her team are responsible for the commission administration process and facilitates compliance as well as FAIS training.

Training and Supervision

Eric Streso and Douw Breytenbach sees to the training and supervision needs in the group. Newcomers in the industry can act under supervision until they are found competent as per FAIS requirements. Broker and assistant training is available.

We cater for practical, hands-on training on
  • RE1 and 2
  • Practice management
  • Assistant's duties
  • Formal training towards a recognized qualification
  • Compliance
  • Asset allocation
Douw Breytenbach

Compliance

  • Accredinet stands in for me as "Key Individual"
  • Annual "FSB report" and statements are handled by this department
Geertjie Nagel

Administration and Reception

Agnus Caroline Herman

Commission Administration

  • Commission is paid weekly, accompanied by weekly statements
  • Best share percentage in the market for Independent Financial Advisors
  • Retain your commission and clients after resignation
Lourika du plessis Elmarie Conradie