MAXIMUS WEALTH MANAGEMENT - Key Persons
Chanté joined Maximus in August 2023 as a Senior Paraplanner on the Wealth Management side. She has a BA in Psychology as well as her RE1 and RE5 which are the financial services industry's licencing (competency) examinations. Chante has been in the insurance industry for just over 5 years. Previously, she has had experience in the Quality Assurance and Compliance space, specifically with Discovery. She is passionate about helping others and discovered she could do so to very good effect in the assurance industry.
Craig has a B Com degree, majoring in finance and accounting, and began his career as a stockbroker. However, wanting to help clients achieve their broader long term financial goals, he started his own financial planning practice which he ran successfully for some 15 years. During this time, Craig built up considerable experience in healthcare, short term insurance as well as general financial planning. His aim is to help clients successfully manage their wealth, invest wisely and achieve their financial and life goals.
Debbie Smart heads up the Maximus Short Term Insurance division. Over the last 35 years plus, Debbie has built up a wealth of experience in the industry working with small, medium and corporate broker organisations. Included in that experience was 10 years with Glenrand MIB managing their large personal lines call centre operation. During her time in the industry, Debbie has created excellent relationships with industry partners and most importantly with clients - both individuals and businesses.
Job Titles:
- Partner
- Certified Financial Planner
Ivan joined the financial services industry in 1993. He completed his post-graduate education in financial planning and received his CFP in 1998. Ivan Solomon & Associates was established in 1998 and was subsequently rebranded as Maximus Wealth Management in 2000, the year in which Ivan completed an MBA. Furthermore, he has completed several tax courses and makes ongoing education in the financial services industry a priority. He is well known for his seminars which educate clients on the principles of globally relevant financial planning. Ivan's methodology operates on the basis of effective diversification and has enjoyed proven success in the structuring of portfolios that comprise a successful combination of assets to improve the risk/return payoff on investments.
Julian first joined the financial services industry with Liberty Life in 1968. Since then he has built up vast experience as a financial adviser, firstly with Sun Life Of Canada, then Barclays Insurance Brokers before starting his own practice in 1983. Julian is a Certified Financial Planner having gained that qualification in 1986. In December 2012, Julian merged his practice with Maximus Wealth Management.
Marc graduated with a BA in Industrial Psychology and joined the financial services industry in 1999 as a broker consultant with Sage Life. He was the winner of a prestigious Top Achiever award in his second year in the industry. He is currently registered with the Financial Planning Institute where he is in the process of completing a post-graduate qualification in financial planning. With 20 illustrious years of experience in the financial services industry, Marc's focus is on utilising a combination of technology and intellectual acumen to craft strategies for long-term investors whose aim is to generate the required returns to support future lifestyle goals. He is widely acknowledged for his expertise in both risk assessment and retirement planning.
Job Titles:
- Employee Benefits Administrator
Susan Davis brings a wealth of experience in Employee Benefits, having worked for Alexander Forbes and Old Mutual previously, and has more than 15 years of experience in all aspects of Administration and Customer Service. She also worked for Sanlam in their Individual Life Call Centre, as well as National Westminster bank in the UK. Her passion is to deliver excellent customer service at all times.
Wendy joined Maximus in May 2022 as an administrator specialising in risk and investment business. In the past, Wendy has had experience as an office manager with an auditing firm where she was responsible for general administration and specifically in administering deceased estates. Wendy also had experience as a junior financial adviser with Liberty Life where she obtained her RE1 & RE5 regulatory industry qualifications.