Meet the team

Certified Financial Planner: Andrew Dugmore

Andrew Dugmore CFP®

Co-Founder & Director

Certified Financial Planner: Jamie Hilsdon

Jamie Hilsdon CFP®

Director & Financial Certified Planner

Wealth Manager: Werner Beyl

Werner Beyl CFA®

Financial Planner

Thomas Gevers

Associate Financial Planner

Operations Manager: Desireé Barnard

Desireé Barnard

Operations Manager

Certified Financial Planner: Dave Fisher

Dave Fisher CFP®

Co-Founder & Director

Karen Fisher

Director

Certified Financial Planner - Tyrone Peddie

Tyrone Peddie CFP®

Certified Financial Planner

Brent Barry

Financial Planner

Ciska Giacometti-Smith

Practice Manager

Leon Martins

Associate Financial Planner

Financial Planner: Tracy Harrington

Tracy Harrington CFP®

Financial Planner

Callum Porrill

Associate Financial Planner

Portfolio Manager: Duncan Kirkman

Duncan Kirkman

Portfolio Manager

Portfolio Manager: Dylan Smith

Dylan Smith

Portfolio Manager

Short-term Insurance: Leoné Enslin

Leoné Enslin

Director