the team

CERTIFIED FINANCIAL PLANNER ^®
B.Com (Hons), ILPA

Rod is a CERTIFIED FINANCIAL PLANNER ^® and has been a financial and investment advisor for the past 20 years. He has specialised in wealth management for high net worth individuals in the area of unit trusts. This experience has enabled him to select the most suitable investment portfolios to match client risk profiles, most recently at Nedbank Private Bank from 2005 - 2009.

20 Years of Wealth management experience
Syfrets Private Bank
HSBC Private Bank / Securities
Nedbank Private Bank

B.Bus.Sci (Honours in Finance)
Studying towards her Chartered Financial Analyst (CFA) certificate.

CERTIFIED FINANCIAL PLANNER ^®

Allison spent 19 years at Allan Gray, and was a Business Development Manager for the last eight years gaining invaluable product knowledge. She has joined Investonline specialising in personal financial planning as well as life and retirement planning.

B.Compt (Hons), CA (SA)

Nick is a chartered accountant and has been an investment analyst since 1995. During this time he has been rated in the top-two in the annual Financial Mail Analyst rankings in most industrial equity sectors. As a stock market specialist he has gained invaluable insight into the processes and psyche of the leading fund managers in South Africa.