KIM DUBE

Junior Administrator (2 Years of Service)

BCom Marketing & Business Management (Damelin)

Kim is a BCom Marketing & Business Management graduate. After matriculating from Fourways High in 2017 she went on to pursue her degree. During her 2nd & final year of studies she worked part time in retail where she gained immense customer service skills amongst other important skills which she plans to incorporate into this industry. With this being her first professional job, she wishes to gain some valuable experience and to excel in this field.

LIAM HOUSTON

Analyst (1 Year of Service)

Liam matriculated from Crawford International Ruimsig in 2020 with 2 distinctions and a B+ average. He was a prefect as well as house captain and received half colors for leadership and rugby. He is currently undertaking his tertiary studies and will undertake his role as a para-planner until he completes his studies.  He is new to the financial industry and is eager to learn more about the industry.

BONNIE WHEELER

Administrator (20 Year of Service)

Diploma in Project Management Damelin

Bonnie was referred to us through Wade Shaw and joined our satellite Mossel Bay office. She holds a Project Management Diploma from Damelin which has enabled her to create processes and procedures to maximize efficiency. She has 20 years finance and administration experience spanning across multiple industries from corporate environments to start ups. She enjoys a challenge and is passionate about fostering long term relationships with our clients. She is always willing to go the extra mile to achieve objectives.

NATALIE WHEBLE

Private Wealth Planner

Certified Financial Planner (Fellow of Financial Planning Institute)
Advanced Postgraduate Diploma in Financial Planning (Principles of Portfolio Planning and Management)

Natalie started her career in financial services joining Investec Bank in 1991, specialising in asset and liability matching implemented through money market products and structured capital instruments. She continued her growth and skills development by working within the institutional and independent financial advisor markets introducing the ground-breaking concept of multi-management as a senior member of the business development team for mCubed Holdings.

Natalie moved on to join a then fledgling asset management company, Coronation Fund Managers and was
an instrumental team member in the growth trajectory that built what is considered one of the South African
market’s most successful third-party fund management businesses.

Coupled with the collective industry know-how garnered over the years of experience, Natalie founded an
independent advisory to partner businesses which encompassed asset manager distribution, bespoke portfolio construction, research analyst and voting member on investment committees, practice management solutions and associated value added services. In addition to her strong asset management focus, she mastered the nuances of short term insurance products for individuals and commercial ventures and the often complicated and expensive need purchase of medical aid and associated gap cover.

ERROL GRAVETT RFP©

Private Wealth Manager

NQF 5 Wealth Management Inseta 2011
Public relations distinction Damelin 1990

Errol joined Liberty Life as a tied agent in 1996 and after 13 successful years earning his accreditation and completing the industry RE1 through to RE5 certifications moved over to the independent financial advice space to offer his clients an objective and independent client offering ranging from short term insurance solutions to risk estate planning, gap cover, employer benefits, retirement planning and investment planning incorporating long and short-term goals locally and abroad and forever keeping up to date with the latest trends in the risk and investment markets to afford clients best advice at all times. Errol has a passion to see his clients prosper and reach their goals as well as cater for their family’s welfare as is seen over the years of life and especially during the often-sad time of Covid related deaths, disability, illness and pending loss of business where with consultation with the client creative solutions were attained to sustain these businesses. Errol believes by joining the dynamic RWM team Errol and his clients will benefit substantially through their innovative and sound track record.

JOSHUA GRAVETT

Paraplanner

Joshua matriculated from The King’s College and Preparatory School Bryanston in 2016 with a distinction and a B average. He played first team cricket and soccer and is passionate about sports in general, especially its unique ability to bring people together. He is currently busy with his tertiary qualifications and will fulfill the role of Para-planner until these are finished. Joshua has just started his journey in finance and is looking forward to learning more about what this industry entails.

KYLA-KIM MORRISON

Office Manager

Kyla-Kim Morrison is a highly accomplished professional with over two decades of experience in operations and administration across various corporate and small business settings. In her role as Office Manager, Kyla excels at coordinating and supporting our staff to ensure smooth business operations and maintain a high level of professionalism. She is known for her people-oriented approach and motivates her colleagues to strive for perfection. Kyla’s selflessness and compassion serve as an inspiration to her family and those who interact with her, encouraging them to constantly improve. She firmly believes that while perfection may be unattainable, pursuing it can lead to excellence.

STACEY MARZ

Receptionist
1 Year Experience

Stacey possesses a work ethic that dictates her working capabilities and fosters her eagerness for knowledge. Stacey is self-motivated with a natural affinity for agile and high energy work environments. During her career in finance and consumer industry, Stacey has developed a vast amount of communication, technical, conflict resolution, interpersonal, negotiation as well as leadership skills, Stacey has over 10 years’ experience in management, business support and customer service. Stacey strongly believes that successful businesses are largely defined by their customer service brilliance.

MICHAEL CANT

Para Planner

BCom Honours in Logistics Management – University of Johannesburg
Post Graduate Diploma in Financial Planning (Cum Laude) – University of Stellenbosch Business School

As a Captain in the South African National Defence Force serving as a military pilot and a member of the Golden Key International Honour Society, Michael has demonstrated his commitment to excellence and drive for high levels of performance. After recently beginning his first qualification with a focus on financial planning, Michael quickly gained a passion for it, realising the value it held in assisting clients in making optimal and holistic financial decisions. Michael is eager to continue to learn and to remain dedicated to excel in all endeavours.

Chantelle Mutsigwa

Administrator (1 Year of Service)

A recent ASISA Academy graduate, Chantelle participated in the 2023/24 IFA programme where she was provided with the opportunity to intern with an established IFA practice for 12 months. She is currently working towards completing her degree in BCom Finance at the University of Johannesburg and wishes to grow professionally by gaining a deeper understanding of the Private Wealth industry, developing her expertise in the field and building lasting relationships with the Resolute Wealth Management staff and clients.”

WADE SHAW

Private Wealth Manager (8 Years of Service)

Post Graduate Diploma in Financial Planning
Post Graduate Marketing Management (IMM)

Wade joined RWM in 2021, bringing his 30 years business experience and 7 years industry experience with him, making him a highly valued member of our team. He knows that his advice will have real life consequences and his goal is to assist clients to attain their dreams. Wade mastered his offering with a Post Graduate Diploma in Financial Planning which he attained in 2020 from UFS, along with his Post Graduate qualification in Marketing. He is able to assist clients with broad investment, group pension, retirement, risk, estate planning and business risk advise. With the RWM team, he will continually strive to cater for your individual or business needs.

YVONNE MPOFU

General Office Assistant (5 Years of Service)

In the time that Yvonne has been a part of the RWM family, she has proved herself to be an intricate part of the team which has resulted in her swiftly moving into the role of filing clerk. She continuously shows a strong work ethic and accepts any challenges she is faced with head on. She is persistent in ensuring all tasks are completed accurately and timeously, and we hope we will be able to call on her professional assistance for years to come.

QUINTON RALPH CFP®

Managing Director, Founder & Private Wealth Manager
(25 years of service)

Certified Financial Planner (Fellow of the Financial Planning Institute)
ICMQ – International Capital Markets Qualification (Securities Institute of London)

Quinton started his career in 1997 during which he joined a leading Financial Planning Company as a Para-Planner. He completed his qualifications in International Markets through the Securities Institute of London in November 1998. In 1999 he was promoted to the position of Financial Advisor. Quinton obtained his Postgraduate Diploma in Financial Planning through the University of the Free State & completed his (CFP) Financial Planning qualification through the Financial Planning Institute in 2001. Quinton formed RWM in 2004. He has completed his Representatives, Key Individual & RE3 Regulatory examinations. Quinton’s wealth of knowledge, leadership skills and experience has made RWM one of the leading financial planning practises. Quinton specializes in financial & retirement planning for high net worth individuals.

GARETH VAN DER MERWE, CFP®

Director, Fiduciary Specialist & Private Wealth Manager (8 Years of Service)

Certified Financial Planner (Fellow of the Financial Planning Institute)
Advanced Diploma in Estate & Trust Administration (University of the Free State)
BComm – Specializing in Marketing Management – Cum Laude (UNISA)

Gareth completed his BComm: Marketing Management degree in 2012 achieving Cum Laude and has joined RWM after successfully completing 3 registered person’s exams which are evaluated by The South African Institute of Financial Markets. Gareth obtained his Post Graduate Diploma in Financial Planning in 2015 and successfully completed his CFP® board examination to obtain the highly regarded designation of Certified Financial Planner through the Financial Planning Institute of South Africa. He has since furthered his knowledge by completing his Advanced Diploma in Estate & Trust Administration, which provides additional services to our clients. Gareth is a Private Wealth Manager & our Fiduciary Specialist within the company.

ANGELO THEOFANOUS

Private Wealth Manager (18 Years of Service)

B.B.A. Post Graduate Diploma in Financial Planning

Angelo has been in the industry since 2004, after the advent FICA law changes. He started his career working as an administrator before completing his studies and becoming a fully fledged Wealth Manager at Ascent Wealth, before moving to RWM. Angelo believes in creating richer relationships with clients in order to support and provide them with the best advice, tailored to their financial goals.

TESSA LEFRERE, CFP®, CIPM®

Private Wealth Manager (15 Years of Service)

Certified Financial Planner (Fellow of Financial Planning Institute)
Certificate in Investment Performance (CIPM)
BBusSc: Business Science (UCT)

Tessa began her career in the Financial Services industry in 2007, at Cidel Financial Group, a Canadian-based asset management firm dealing with high net worth private clients. She then went to Nedgroup Investments where she excelled as an investment consultant on the management team. Tessa’s passion for investments lead her to PortfolioMetrix, where she was responsible for business development within South Africa, enhancing top-end financial advisory practices in delivering a sophisticated, robust, high-integrity, hoslistic solution to their clients. More recently, Tessa wanted to indulge her passion for making a meaningful impact on clients’ lives and made the career change to financial planning at Chartered Wealth Solutions. Tessa joined RWM in 2019 as a private wealth manager, where she gets enormous satisfaction through enabling clients to enjoy a fulfilling, meaningful and purposeful life. She also sits on the investment committee, contributing to the integrity and robustness in managing clients’ investments.

KIRITHI PANCHOO

Administrator

BSc Biological Sciences

Kirithi holds a Bachelor of Biological Sciences from the University of Witwatersrand. With a passion for learning, she has decided to diversify her skillset into financial administration after completing a short course on business and management through GIBS. She has a healthy respect for challenges and creating authentic relationships with others. She is currently studying psychology part-time. Kirithi hopes to eventually become a leader in the financial advisory sector.

Denise Adinnu

Administrator (1 Year of Service)

Denise is a highly skilled professional with a strong background in financial services. She matriculated from Middellande Senior Secondary School in 1996 and pursued banking finance studies at Mill Park Business School. With over four years in the banking industry, Denise excels as a Sales Service Consultant. Additionally, she has accumulated nine years of administrative experience within the financial sector, refining her organizational and efficiency skills. Denise’s expertise extends into affiliate marketing, where she offers a unique perspective on customer relationship management and digital marketing strategies. Denise is recognized for her commitment to client satisfaction and her proactive problem-solving approach, making her a trusted professional in her field. Currently, Denise is dedicated to completing her Banking Finance studies and obtaining her RE5 certification to advance her career and foster personal growth.

KIRSTEN MITCHELL

Tax Practitioner & Bookkeeper
(7 Years of Service)

Kirsten initially joined Resolute Wealth Management as an administrator/personal assistant, before advancing into the role of Practice Manager and Tax Practitioner. She matriculated with 4 distinctions, and since obtained a Professional Certificate in Taxation with SAIT (South African Institute of Taxation), where she graduated 2nd in her class. Kirsten is a registered Tax Practitioner with SARS , as well as a Tax Technician with SAIT. She enjoys working with numbers and is eager to grow her role within Resolute Wealth Management.

CHANDLER ALLISON

Senior Administrator (7 Years of Service)

Having matriculated in 2014 from The Hill High School, she was eager to join the working world, and initially joined our team as a Receptionist before moving into the role of administrator. She obtained a Certificate of Merit for Outstanding Service as a member of the RCL Disciplinary Committee. She is inquisitive and is eager to enhance her existing skills and wants to learn as much as she can about financial planning. Chandler is looking forward to interacting with all of our clients and building a successful career with RWM.

ANNIE SHAW

Administrator (8 Years of Service)

BeD (Cum Laude)

Annie holds a BEd Degree in Education, which assisted her in the early part of her career for creating e-learning content. She then moved to the management role of an office for 15 years, before joining her husband, Wade, in the financial services industry. Her experience specializes in administration and personal assistance. Annie is a proud mother of three and enjoys time on the beach with family. We look forward to having her dynamic personality in the RWM team.

LISA GOVENDER

Administrator (2 Years of Service)

After matriculating from Sir Pierre Van Ryneveld high school in 2014, Lisa started working in the retail sector to save up for her studies as financial accounting has always been her passion. Lisa is currently working towards graduating with a BCom degree in business management from Oxbridge Academy. Enthusiastic to learn as much as possible about and excel in the financial planning industry, Lisa wishes to develop friendly and lasting relationships with clients and be an asset to RWM.

GLYNIS SCHNELL, CFP®

Private Wealth Manager (41 Years of Service)

Certified Financial Planner (Fellow of Financial Planning Institute)
International Commercial Banking Licentiate Diploma

Glynis has been in the industry for over 40 years. Glynis started off her career in Finance at Standard Bank where she climbed the corporate ladder from Branch Manager to offshore Area Manager. Glynis has specialised in financial planning for +/- 15 years, working at prominent financial planning institutions such as SP Wealth, and growing a strong client base through the honest and beneficial advice she has given to them. She strives to implement the values of honesty and integrity, and RWM is glad to have her knowledge and experience with the company.

Sue Bromfield

Office Manager(1 Year of Service)
BSocSci HRM and Psychology

Sue is passionate about people. After matriculating from Durban Girls’ College in 2002, she pursued and completed her Degree in Human Resource Management and Psychology, in 2005 from UKZN, Pietermaritzburg. She then moved up to Johannesburg and has successfully developed her career in Recruitment and HR, primarily within the Financial Services Industry. Working within a corporate environment for most of her career, she is driven by having an impact and by helping people, both within her company environment and externally. She maintains a professional work ethic in everything she does and thrives in getting tasks or projects from start to finish. For many years, Recruitment and HR have been her passion and her focus. Sue has more recently chosen to incorporate her skill set in these pivotal areas as well as the broader responsibilities of compliance, social media, marketing and more, as Office Manager.