Dave is a Certified Financial Planner (CFP) ® having obtained a postgraduate as well as an advanced postgraduate diploma in financial planning (UFS).
His more than 30 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 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.
Tyrone joined us in January 2020, after three years prior experience as a Financial Planner. He holds a BCom Honours Degree, (specialised in Finance and Investment, Insurance and Risk Management) and also a Postgraduate Diploma in Financial Planning (UFS).
Tyrone realises the significant impact of good financial planning. He was hand-picked by Dave and is committed to the same customer-centric, personalised service that we offer. He is eager to engage with you and walk alongside you in your financial planning journey.
Claudette 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.
Christien van Staden
Christien is our Risk Management specialist and Registered Financial Planner. She has more than 21 years of experience in the industry and is currently busy with her post graduate diploma in Financial Planning.
Ciska joined our team in 2013 and currently heads up the team in her role as Practice Manager. Her key responsibilities include diary management and coordinating all administrative tasks regarding client portfolios.
Ciska has a true passion for people and building client relationships. She holds a BA Degree in Communication Sciences and is currently furthering her studies in this field.
Andrew 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 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 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 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.
Dylan is a CFA charterholder and has a degree in law and international relations from the University of the Witwatersrand. With over 8 years of investment management experience, focus on long term fundamentals and sound investment principles underpin Dylan’s portfolio management philosophy. He has previously managed private client portfolios at a Pretoria based asset manager, as well as an equity income strategy in the UK.
Leoné 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.