GLYNIS SCHNELL, CFP®

Private Wealth Manager (40 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.

ANGELO THEOFANOUS

Private Wealth Manager (17 Years of Service)

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 (14 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.

JAMES FERREIRA, CFP®

Private Wealth Manager (7 Years of Service)

Certified Financial Planner (Fellow of the Financial Planning Institute)
MComm: Financial Management (Rhodes University)

After completing his Master’s degree in 2014, James joined a prominent wealth management company in Port Elizabeth where he gained valuable industry knowledge before embarking on overseas travels. James joined RWM in 2016 as a Financial Advisor and has subsequently completed his Post Graduate Diploma in Financial Planning which is required to obtain the CFP designation. Prior to studying and working, James matriculated from Grey High School in Port Elizabeth in 2008. James offers a simplified and easy to understand approach to Financial Planning.

WADE SHAW

Private Wealth Manager (7 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.

KYLE FURLONG

Para-Planner (4 Years of Service)

BCom: Financial Management (IIE)

After matriculating from St Stithians Boys College in 2016, Kyle started to gain industry experience as a part time para-planner within RWM, whilE pursuing his tertiary education. After gaining industry experience and completing his BCom Degree, Kyle has since established a sharper vision for his future through his combined passion of working with people and having an enthusiasm for investments. Kyle strives to develop friendly, lasting relationships with clients while assisting them in wealth creation through tailored advice.

KIRSTEN MITCHELL

SARS Tax Practitioner PR0103132 | SAIT Tax Technician (SA) 64407893 (6 Years of Service)

New to the financial planning industry, Kirsten has joined RWM in a very diversified role as an Administrator & Bookkeeper. Graduating from Hermanus High in 2010 with 4 distinctions to her name, she was also elected as Head Girl and as Head of Sport on the Hostel Council. Adding to her impressive achievements, she also placed first in her 2010 school Math Olympiad as well as winning the 2010 Regional Taalbond Olympiad. We are very pleased to have Kirsten as part of the RWM team and look forward to what the future will bring.

JEAN-MARI JOUBERT

Analyst & Internal Compliance Officer (1 Year of Service)

B. Com (Hons): Economics with Risk Management (North West University, Potchefstroom) – Cum Laude

Jean-Mari began her tertiary education at the North-West University (Potchefstroom Campus) in 2017. She is an analytical person who loves solving numerical and statistical problems, hence the reason why she pursued a B. Com degree in Economics, Risk and Investment Management, which she completed Cum Laude, at the end of 2019. During 2020, she completed a B. Com (Hons) in Economics with Risk Management, Cum Laude. She aims to help people make informed decisions that render longer-term financial growth.

CHANDLER ALLISON

Senior Administrator (6 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 (7 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.

JILLIAN FRASER

Administrator (3 Years of Service)

Jillian matriculated from Brescia House in 2005. She was head of House and received full leadership colours. Jillian has been working as an administrator for last 7 years in various industries. Jillian has already become an integral part of RWM, and we are pleased to have her working alongside us.

KIM DUBE

Junior Administrator (1 Year 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.

LISA GOVENDER

Administrator (1 Year 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.

CLAUDIA DE FLEURIOT

PA to Directors/Administrators (1Year of Service)

Paralegal Diploma (South African Law School)

Claudia graduated from Radley College in 2012, whereafter she obtained her Paralegal Diploma in legal studies in 2017. In her working career she has been in an administrative and supporting role and has now undertaken a multifaced role as administrator and personal assistant to both directors at RWM.

LESLEY BOTHA

Receptionist (40 Years of Service)

Lesley initially joined to take on the duel responsibilities of PA to Quinton Ralph as well as company receptionist. She has been in the Corporate World for over 30 years, the majority of which has been spent in the Financial Markets Field. Lesley brings her wealth of experience and knowledge. We are very pleased to have Lesley part of the RWM team.

YVONNE MPOFU

General Office Assistant (4 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.