Dave Fisher is a Certified Financial Planner (CFP) ® having obtained a postgraduate as well as an advanced postgraduate diploma in financial planning (UFS).
His 25 years of industry experience, together with a passion for success coaching and helping others grow their financial context, enable him to follow a unique life & financial planning process with clients.
Anton Roux holds a postgraduate as well as an advanced postgraduate diploma in financial planning from the University of the Free State (UFS).
He is a specialist in investment planning and has over 14 years of industry experience, during which he gained a wealth of knowledge and expertise, as well as insight and understanding of industry standards and regulations.
Christien van Staden
Christien van Staden has developed a keen interest in risk planning during her 18 years of experience in the industry. She is an assistant financial planner, ensuring that clients risk cover strategies are paired with the most suitable products.
Claudette Koeleman is a Registered Financial Planner (RFP) and is currently studying towards a post graduate diploma in Financial Planning.
She is an Assistant Financial Planner to Dave, with regards to all aspects of financial planning, including medical aid.
Louisa Grobler joined our team in 2014, from a legal background.
She holds a Diploma in Human Resources and provides streamlined administrative and management support across our financial business domain as Operational Manager and is also responsible for managing Dave’s diary.
Andrew Dugmore is a Certified Financial Planner CFP® who holds a postgraduate diploma in Financial Planning from the University of the Free State. He started his career at Sanlam in 1983 and later resigned to start Andrew Dugmore & Associates (Pty) Ltd as an Independent Brokerage in 1988
His knowledge, gained over 33 years in the Industry, stands him in good stead to advise high nett worth clients in all aspects of Financial Planning and Investments. He specialises in Business Assurance and Investment planning for Individuals and Companies.
Jamie Hilsdon has been with Andrew Dugmore & Associates since 2009. Prior to that, he worked for Momentum as a tied Financial Planner for 6 years.
He obtained a postgraduate diploma in financial planning from the University of the Free State in 2015 which enabled him to register as a Certified Financial Planner (CFP)® after passing the board exam. His passion is helping his clients to achieve their financial goals and he sees their success as his own.
Desireé Barnard joined Andrew Dugmore & Associates in 1992 in an Administrative Role and with more than 25 years of experience, has since progressed to Operations Manager. She has a vast amount of Industry knowledge and expertise with regards to practice management standards, systems, processes and implementation. She has completed her Regulatory Qualification for Representatives (RE5) and Key Individuals (RE1).
She heads up the Software Development Team and is instrumental in designing and maintaining our latest FAIS/FIC software.
Duncan Kirkman holds a BCom (Hons). He has more than 10 years’ experience in financial markets. As a Portfolio Manager he has a focus on long-term wealth creation, through fundamental investment techniques.
Leoné Enslin heads up Fisher Dugmore & Associates, our Short term Division, and specialises in all Short term Insurance needs of Individuals and Companies.
She has more than 20 years’ experience in the industry and holds both BLC and LLB degrees from the University of Pretoria, as well as COP and ICiBS certificates. Along with her extensive knowledge and experience, she prides herself in offering service levels of the highest standard at all times.