CHARTERED WEALTH SOLUTIONS - History of Changes


DateDescription
2024-04-03 delete email co..@justice.gov.za
2024-04-03 delete person Marc Moir
2024-04-03 insert email po..@inforegulator.org.za
2024-04-03 insert person Belinda Anderson
2024-04-03 insert person Jordan van Dongen
2024-04-03 insert person Sean Joubert
2024-04-03 insert phone +27 (0) 10 023 5200
2024-04-03 update person_title Ashley Archer: CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist => Financial Planning Specialist / Financial; CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist
2023-10-11 delete person Mona Manzambi
2023-05-23 insert chairman Kim Peddie
2023-05-23 insert otherexecutives Glen Baker
2023-05-23 insert otherexecutives Kim Peddie
2023-05-23 delete about_pages_linkeddomain charteredeb.co.za
2023-05-23 delete associated_investor Aberdeen Asset Management
2023-05-23 delete fax +27 11 502 2812
2023-05-23 delete index_pages_linkeddomain kimpotgieter.co.za
2023-05-23 delete management_pages_linkeddomain womeninfinancenetwork.co.za
2023-05-23 delete person Nicolas Turnbull
2023-05-23 delete person Wade Hoal
2023-05-23 insert person Kim Peddie
2023-05-23 insert person Nicholas Turnbull
2023-05-23 update person_description Ashley Archer => Ashley Archer
2023-05-23 update person_description Barclay Hoar => Barclay Hoar
2023-05-23 update person_description Carmen De Goede => Carmen De Goede
2023-05-23 update person_description Caroline Adams => Caroline Adams
2023-05-23 update person_description Charmaine Prout => Charmaine Prout
2023-05-23 update person_description Donovan Adams => Donovan Adams
2023-05-23 update person_description Glen Baker => Glen Baker
2023-05-23 update person_description Heino Strydom => Heino Strydom
2023-05-23 update person_description James Carvalho => James Carvalho
2023-05-23 update person_description Jason Appel => Jason Appel
2023-05-23 update person_description John Campbell => John Campbell
2023-05-23 update person_description Kerryn Franck => Kerryn Franck
2023-05-23 update person_description Kim Potgieter => Kim Potgieter
2023-05-23 update person_description Les Abrahamse => Les Abrahamse
2023-05-23 update person_description Marc Moir => Marc Moir
2023-05-23 update person_description Maryanne Leicher => Maryanne Leicher
2023-05-23 update person_description Mona Manzambi => Mona Manzambi
2023-05-23 update person_description Pat Blamire => Pat Blamire
2023-05-23 update person_description Paul Greenwood => Paul Greenwood
2023-05-23 update person_description Philene Spargo => Philene Spargo
2023-05-23 update person_description Savannah Reich => Savannah Reich
2023-05-23 update person_description Stephanie Ferreira => Stephanie Ferreira
2023-05-23 update person_description Tiffany Havinga => Tiffany Havinga
2023-05-23 update person_description Tom Brukman => Tom Brukman
2023-05-23 update person_description Zanele Miya => Zanele Miya
2023-05-23 update person_title Ashley Archer: Associate Planner => CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist
2023-05-23 update person_title Glen Baker: Portfolio Manager => Head; Portfolio Manager
2023-05-23 update person_title Jason Appel: CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist
2023-05-23 update person_title Les Abrahamse: null => Registered Financial Planner; Financial Planning Specialist
2023-05-23 update person_title Maryanne Leicher: Chartered Accountant; CERTIFIED FINANCIAL PLANNER => Chartered Accountant; Financial Planning Specialist
2023-05-23 update person_title Pat Blamire: CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist
2023-05-23 update person_title Philene Spargo: null => Senior Legal Advisor
2023-05-23 update person_title Tiffany Havinga: CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER; Financial Planning Specialist
2023-02-22 delete about_pages_linkeddomain sacoronavirus.co.za
2023-02-22 delete contact_pages_linkeddomain sacoronavirus.co.za
2023-02-22 delete index_pages_linkeddomain sacoronavirus.co.za
2023-02-22 delete index_pages_linkeddomain youtu.be
2023-02-22 delete management_pages_linkeddomain sacoronavirus.co.za
2023-02-22 delete person Adele du Plessis
2023-02-22 delete person Avril Coetzee
2023-02-22 delete person Belinda Anderson
2023-02-22 delete person Bridget Magubane
2023-02-22 delete person Chelsea Bleekers
2023-02-22 delete person Christina Forman
2023-02-22 delete person Gail Oliasz
2023-02-22 delete person Neo Ramatse
2023-02-22 delete person Robbie Goldsworthy
2023-02-22 delete person Ross Haine
2023-02-22 delete person Samantha Ankoor
2023-02-22 delete person Shahzaadee Sidat
2023-02-22 delete person Stephanie Bakhuis
2023-02-22 delete person Tammy Reddy
2023-02-22 delete person Wendy Phaka
2023-02-22 delete terms_pages_linkeddomain sacoronavirus.co.za
2023-02-22 insert address Ground floor, Mill House, Boundary Terraces, 1 Mariendahl Avenue, Newlands, Cape Town, 7700
2023-02-22 insert person Heino Strydom
2023-02-22 insert person Nicolas Turnbull
2023-02-22 insert person Stephanie Ferreira
2023-02-22 update person_title Carmen De Goede: Client Relationship Manager => Client Relationship Planner
2023-02-22 update person_title Paul Greenwood: Wealth Creation Specialist & Associate Planner => Associate Planner
2023-02-22 update person_title Savannah Reich: Articled Planner => Associate Planner
2023-02-22 update person_title Wade Hoal: Head of Wealth Creation => Member of the Wealth Creation Team; CERTIFIED FINANCIAL PLANNER
2023-02-22 update person_title Zanele Miya: Client Relationship Manager => Client Relationship Planner
2022-10-18 delete chairman Barclay Hoar
2022-10-18 insert otherexecutives Barclay Hoar
2022-10-18 delete person Chris Mackie
2022-10-18 delete person Esther Mabunda
2022-10-18 delete person Gratitude Mahlangu
2022-10-18 insert index_pages_linkeddomain youtu.be
2022-10-18 insert person Ross Haine
2022-10-18 update person_title Barclay Hoar: Chairman; Co - Founder => Co - Founder; Director
2022-08-11 delete person Leonie Jooste
2022-08-11 insert person Shahzaadee Sidat
2022-08-11 update person_title Marc Moir: Articled Planner => Associate Planner
2022-08-11 update person_title Mona Manzambi: Articled Planner => Associate Planner
2022-06-02 insert person Belinda Anderson
2022-06-02 insert person Chelsea Bleekers
2022-05-01 insert person Chris Mackie
2022-05-01 insert person Robbie Goldsworthy
2022-03-31 delete index_pages_linkeddomain instagram.com
2022-03-31 delete management_pages_linkeddomain kimpotgieter.co.za
2022-03-31 delete person Hayley Giuricich
2022-03-31 insert management_pages_linkeddomain kimpotgieter.com
2022-03-31 update person_description Kim Potgieter => Kim Potgieter
2022-02-11 delete email ta..@charteredwealth.co.za
2022-02-11 delete person Lucy Nel
2022-02-11 delete person Sisonke Dani
2022-02-11 insert index_pages_linkeddomain instagram.com
2022-02-11 insert person Anelisa Mti
2021-09-21 delete index_pages_linkeddomain bit.ly
2021-09-21 delete person Patrick Madden
2021-09-21 insert address Building 1 Unit 2B, Waterfront Business Park, Pommern Road, Humerail, Gqeberha, 6013
2021-08-04 delete address 33 Hoofd Street Forum III, 3rd Floor Braampark
2021-08-04 delete alias Kingsmead Book Fair
2021-08-04 delete email in..@justice.gov.za
2021-08-04 delete index_pages_linkeddomain kingsmead.co.za
2021-08-04 delete person Holly Petersen
2021-08-04 insert email co..@justice.gov.za
2021-08-04 insert index_pages_linkeddomain bit.ly
2021-06-07 delete person Richard Jordaan
2021-06-07 insert alias Kingsmead Book Fair
2021-06-07 insert index_pages_linkeddomain kingsmead.co.za
2021-01-31 delete person Craig Turton
2021-01-31 delete person Neo Rametse
2021-01-31 delete person Sophie Sunguza
2021-01-31 insert person Bridget Magubane
2021-01-31 update person_description Esther Mabunda => Esther Mabunda
2021-01-31 update person_title Esther Mabunda: Planner => Associate Planner
2021-01-31 update person_title Hayley Giuricich: Chartered Accountant; Articled Planner; Associate Planner => Chartered Accountant; Articled Planner
2021-01-31 update person_title Leonie Jooste: Legal Advisor => null
2021-01-31 update person_title Paul Greenwood: Wealth Creation Specialist & Associate Planner; CERTIFIED FINANCIAL PLANNER => Wealth Creation Specialist & Associate Planner
2021-01-31 update person_title Philene Spargo: Senior Legal Advisor => null
2021-01-31 update person_title Richard Jordaan: Articled Planner => Associate Planner
2020-10-13 delete email ho..@charteredwealth.co.za
2020-10-13 delete person Virginia Heine
2020-10-13 insert contact_pages_linkeddomain oasisofwealth.com
2020-10-13 insert solution_pages_linkeddomain oasisofwealth.com
2020-07-31 insert email ho..@charteredwealth.co.za
2020-06-28 delete email ho..@charteredwealth.co.za
2020-06-28 delete index_pages_linkeddomain amazon.com
2020-06-28 insert person Virginia Heine
2020-05-28 insert email ho..@charteredwealth.co.za
2020-05-28 insert index_pages_linkeddomain amazon.com
2020-05-28 insert person Sophie Sunguza
2020-04-28 insert about_pages_linkeddomain sacoronavirus.co.za
2020-04-28 insert contact_pages_linkeddomain sacoronavirus.co.za
2020-04-28 insert index_pages_linkeddomain sacoronavirus.co.za
2020-04-28 insert management_pages_linkeddomain sacoronavirus.co.za
2020-04-28 insert solution_pages_linkeddomain sacoronavirus.co.za
2020-04-28 insert terms_pages_linkeddomain sacoronavirus.co.za
2020-04-28 update person_title Wade Hoal: Head of the Wealth Creation Team => Head of Wealth Creation
2020-03-29 delete index_pages_linkeddomain 702.co.za
2020-03-29 delete person Kim Forbes
2020-03-29 delete person Lisa Sumner
2020-03-29 insert person Gratitude Mahlangu
2020-03-29 insert person Hayley Giuricich
2020-03-29 insert person Savannah Reich
2020-03-29 insert person Sisonke Dani
2020-03-29 update person_title Adele du Plessis: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Ashley Archer: Articled Planner => Associate Planner
2020-03-29 update person_title Avril Coetzee: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Carmen De Goede: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Gail Oliasz: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Holly Petersen: Client Relations => Client Experience Manager
2020-03-29 update person_title Neo Ramatse: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Neo Rametse: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Paul Greenwood: CERTIFIED FINANCIAL PLANNER => Wealth Creation Specialist & Associate Planner; CERTIFIED FINANCIAL PLANNER
2020-03-29 update person_title Samantha Ankoor: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Tammy Reddy: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Wendy Phaka: Paraplanner => Client Relationship Manager
2020-03-29 update person_title Zanele Miya: Paraplanner => Client Relationship Manager
2020-02-26 insert index_pages_linkeddomain 702.co.za
2020-02-26 insert person Tammy Reddy
2019-12-01 delete index_pages_linkeddomain smashballoon.com
2019-12-01 insert index_pages_linkeddomain fbcdn.net
2019-12-01 insert index_pages_linkeddomain twitter.com
2019-12-01 update person_title Philene Spargo: Legal Advisor => Senior Legal Advisor
2019-10-31 insert phone +27 21 001 0048
2019-10-01 delete index_pages_linkeddomain digitalsynopsis.com
2019-10-01 delete index_pages_linkeddomain fbcdn.net
2019-10-01 delete index_pages_linkeddomain plus.google.com
2019-10-01 delete person Tessa Lefrere
2019-10-01 insert index_pages_linkeddomain smashballoon.com
2019-09-01 insert address 33 Hoofd Street Forum III, 3rd Floor Braampark
2019-09-01 insert alias Chartered Wealth Solutions (Pty) Ltd
2019-09-01 insert email co..@charteredwealth.co.za
2019-09-01 insert email in..@justice.gov.za
2019-09-01 insert index_pages_linkeddomain digitalsynopsis.com
2019-09-01 insert phone +27(0) 11 502 2800
2019-07-31 delete index_pages_linkeddomain bit.ly
2019-06-30 insert index_pages_linkeddomain bit.ly
2019-05-26 delete email gi..@gmail.com
2019-05-26 delete person John Jervis
2019-04-25 insert email gi..@gmail.com
2019-04-25 insert person Marc Moir
2019-04-25 insert person Mona Manzambi
2019-03-26 delete person Lisa McNaught
2019-03-26 delete terms_pages_linkeddomain b2stats.com
2018-12-18 update website_status FlippedRobots => OK
2018-12-18 delete index_pages_linkeddomain charteredeb.co.za
2018-12-18 delete index_pages_linkeddomain charteredfp.co.za
2018-12-18 delete index_pages_linkeddomain charteredlegacy.co.za
2018-12-18 delete index_pages_linkeddomain dropboxusercontent.com
2018-12-18 delete index_pages_linkeddomain myflptools.com
2018-12-18 delete index_pages_linkeddomain twistedtoast.com
2018-12-18 delete source_ip 160.153.137.59
2018-12-18 insert index_pages_linkeddomain bit.ly
2018-12-18 insert index_pages_linkeddomain fbcdn.net
2018-12-18 insert index_pages_linkeddomain kimpotgieter.co.za
2018-12-18 insert source_ip 197.221.14.30
2018-11-04 update website_status OK => FlippedRobots
2018-01-29 delete source_ip 197.242.144.192
2018-01-29 insert source_ip 160.153.137.59
2017-12-20 insert otherexecutives Caroline Adams
2017-12-20 insert email ch..@charteredwealth.co.za
2017-12-20 insert email jo..@charteredwealth.co.za
2017-12-20 insert email ma..@charteredwealth.co.za
2017-12-20 insert email ti..@charteredwealth.co.za
2017-12-20 insert person Caroline Adams
2017-12-20 update person_description John Jervis => John Jervis
2017-08-13 delete fax 011 502 2812
2017-08-13 insert fax +27 11 502 2812
2017-08-13 insert phone +27 11 502 2800
2017-08-13 update person_title Avril Coetzee: Support Team => Paraplanner
2017-08-13 update person_title Christina Forman: Planner for Certified Financial Planner => Planner for Certified Financial Planner; CERTIFIED FINANCIAL PLANNER
2017-08-13 update person_title Zanele Miya: Support Team => Paraplanner
2017-07-16 insert otherexecutives James Carvalho
2017-07-16 delete fax 086 566 2033
2017-07-16 delete phone +27 11 502 2800
2017-07-16 update person_title Avril Coetzee: Para Planner => Support Team
2017-07-16 update person_title Christina Forman: Planner for Certified Financial Planner; CERTIFIED FINANCIAL PLANNER => Planner for Certified Financial Planner
2017-07-16 update person_title James Carvalho: Director and Financial Planner . => Director
2017-07-16 update person_title Les Abrahamse: Financial Planner ( Cape Town Division => FINANCIAL PLANNER
2017-07-16 update person_title Tiffany Venter: Associate Planner; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER
2017-06-09 delete person Brad Hindson
2017-06-09 delete person Christelle Liebenberg
2017-06-09 delete person Joelle Niven
2017-06-09 delete person Lionel Karp
2017-06-09 delete person Lynette Wilkinson
2017-06-09 update person_title Maryanne Leicher: Chartered Accountant => Chartered Accountant; CERTIFIED FINANCIAL PLANNER
2016-09-19 delete index_pages_linkeddomain roltools.co.za
2016-09-19 insert index_pages_linkeddomain myflptools.com
2016-09-19 insert management_pages_linkeddomain kimpotgieter.co.za
2016-09-19 update person_description Kim Potgieter => Kim Potgieter
2016-08-21 delete person Tanya Saraiva
2016-06-11 delete otherexecutives James Carvalho
2016-06-11 delete about_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete contact_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete index_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete management_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete person Kristen Lalieu
2016-06-11 delete service_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete solution_pages_linkeddomain charteredrisk.co.za
2016-06-11 delete terms_pages_linkeddomain charteredrisk.co.za
2016-06-11 insert about_pages_linkeddomain charteredfp.co.za
2016-06-11 insert contact_pages_linkeddomain charteredfp.co.za
2016-06-11 insert index_pages_linkeddomain charteredfp.co.za
2016-06-11 insert management_pages_linkeddomain charteredfp.co.za
2016-06-11 insert service_pages_linkeddomain charteredfp.co.za
2016-06-11 insert solution_pages_linkeddomain charteredfp.co.za
2016-06-11 insert terms_pages_linkeddomain charteredfp.co.za
2016-06-11 update person_description Avril Coetzee => Avril Coetzee
2016-06-11 update person_description Lionel Karp => Lionel Karp
2016-06-11 update person_description Tiffany Venter => Tiffany Venter
2016-06-11 update person_title Avril Coetzee: Para Planner; Admin => Para Planner
2016-06-11 update person_title Christelle Liebenberg: Para Planner; Admin => Para Planner
2016-06-11 update person_title Christina Forman: CERTIFIED FINANCIAL PLANNER; Admin => CERTIFIED FINANCIAL PLANNER
2016-06-11 update person_title James Carvalho: Director => Director and Financial Planner .
2016-06-11 update person_title Kim Potgieter: Director at the Financial Planning Institute; Financial Planner; Director and Head of Life Planning; Admin => Director at the Financial Planning Institute; Financial Planner; Director and Head of Life Planning
2016-06-11 update person_title Lionel Karp: CERTIFIED FINANCIAL PLANNER; Admin => CERTIFIED FINANCIAL PLANNER
2016-06-11 update person_title Maryanne Leicher: Chartered Accountant; Admin => Chartered Accountant
2016-06-11 update person_title Tiffany Venter: Associate Planner; CERTIFIED FINANCIAL PLANNER; Admin => Associate Planner; CERTIFIED FINANCIAL PLANNER
2016-03-30 insert person Sybille Essmann
2016-02-10 update website_status FlippedRobots => OK
2016-02-03 update website_status OK => FlippedRobots
2015-12-05 insert person Maryanne Leicher
2015-09-17 delete person Antoinette Claassen
2015-08-19 update website_status FlippedRobots => OK
2015-08-19 delete contact_pages_linkeddomain google.co.za
2015-08-19 delete person Antoinette Claasen
2015-08-19 insert about_pages_linkeddomain twistedtoast.com
2015-08-19 insert contact_pages_linkeddomain twistedtoast.com
2015-08-19 insert index_pages_linkeddomain twistedtoast.com
2015-08-19 insert management_pages_linkeddomain twistedtoast.com
2015-08-19 insert person Patrick Madden
2015-08-19 insert service_pages_linkeddomain twistedtoast.com
2015-08-19 insert solution_pages_linkeddomain twistedtoast.com
2015-08-19 insert terms_pages_linkeddomain twistedtoast.com
2015-08-19 update person_title Antoinette Claassen: Para - Planner => Para - Planner; Admin
2015-05-29 update website_status OK => FlippedRobots
2015-04-17 update website_status FlippedRobots => OK
2015-04-17 insert person Holly Petersen
2015-04-17 insert person Kristen Lalieu
2015-04-17 update person_title Les Abrahamse: Cape Town Division => Financial Planner ( Cape Town Division
2015-04-17 update person_title Tiffany Venter: Associate Planner; Admin; FINANCIAL SERVICES ADVISOR => Associate Planner; CERTIFIED FINANCIAL PLANNER; Admin
2015-03-30 update website_status OK => FlippedRobots
2015-01-26 update website_status FlippedRobots => OK
2015-01-26 delete source_ip 108.59.9.135
2015-01-26 insert source_ip 197.242.144.192
2015-01-26 update robots_txt_status charteredwealth.co.za: 404 => 200
2015-01-26 update robots_txt_status www.charteredwealth.co.za: 404 => 200
2014-09-30 update website_status OK => FlippedRobots
2014-08-28 delete index_pages_linkeddomain brainyquote.com
2014-08-28 delete person Jason Appel Mario Da Silva
2014-08-28 update person_title Tiffany Venter: Financial Planner; Associate Planner => CERTIFIED FINANCIAL PLANNERĀ® Financial Planner; Associate Planner
2014-06-13 delete person Raquel Rodriques
2014-06-13 insert index_pages_linkeddomain brainyquote.com
2014-06-13 insert person Antoinette Claassen
2014-06-13 insert person Jason Appel Mario Da Silva
2014-06-13 insert person Tiffany Venter
2014-06-13 update person_title Christina Forman: CERTIFIED FINANCIAL PLANNERĀ® CERTIFIED FINANCIAL PLANNER; CERTIFIED FINANCIAL PLANNER => CERTIFIED FINANCIAL PLANNER
2014-06-13 update person_title Donovan Adams: CERTIFIED FINANCIAL PLANNER => Senior Financial Planner; CERTIFIED FINANCIAL PLANNERĀ® CERTIFIED FINANCIAL PLANNER
2013-12-05 delete person John Jervis
2013-11-04 insert about_pages_linkeddomain dropboxusercontent.com
2013-11-04 insert contact_pages_linkeddomain dropboxusercontent.com
2013-11-04 insert index_pages_linkeddomain dropboxusercontent.com
2013-11-04 insert management_pages_linkeddomain dropboxusercontent.com
2013-10-06 delete email ka..@charteredwealth.co.za
2013-10-06 delete person Naseerah Sayed
2013-10-06 delete terms_pages_linkeddomain db.tt
2013-10-06 insert about_pages_linkeddomain google.com
2013-10-06 insert contact_pages_linkeddomain google.com
2013-10-06 insert email ra..@charteredwealth.co.za
2013-10-06 insert index_pages_linkeddomain google.com
2013-10-06 insert management_pages_linkeddomain google.com
2013-10-06 insert person Christina Forman
2013-10-06 insert terms_pages_linkeddomain dropboxusercontent.com
2013-10-06 insert terms_pages_linkeddomain google.com
2013-07-16 delete person Kathleen McLoughlin
2013-07-16 insert person Naseerah Sayed
2013-07-16 insert person Raquel Rodriques
2013-07-16 update person_title Lauritta Da Costa: Para Planner; Marketing and Client Relations => Para Planner
2013-04-17 update person_title Kathleen McLoughlin: Marketing and Client Relations Manager; Corporate Initiatives => Marketing and Client Relations Manager