| Date | Description |
|---|
| 2024-04-03 |
delete person Marc Moir |
| 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 |
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 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 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 |
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 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 person Hayley Giuricich |
| 2022-03-31 |
update person_description Kim Potgieter => Kim Potgieter |
| 2022-02-11 |
delete person Lucy Nel |
| 2022-02-11 |
delete person Sisonke Dani |
| 2022-02-11 |
insert person Anelisa Mti |
| 2021-09-21 |
delete person Patrick Madden |
| 2021-08-04 |
delete person Holly Petersen |
| 2021-06-07 |
delete person Richard Jordaan |
| 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 person Virginia Heine |
| 2020-06-28 |
insert person Virginia Heine |
| 2020-05-28 |
insert person Sophie Sunguza |
| 2020-04-28 |
update person_title Wade Hoal: Head of the Wealth Creation Team => Head of Wealth Creation |
| 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 person Tammy Reddy |
| 2019-12-01 |
update person_title Philene Spargo: Legal Advisor => Senior Legal Advisor |
| 2019-10-01 |
delete person Tessa Lefrere |
| 2019-05-26 |
delete person John Jervis |
| 2019-04-25 |
insert person Marc Moir |
| 2019-04-25 |
insert person Mona Manzambi |
| 2019-03-26 |
delete person Lisa McNaught |
| 2017-12-20 |
insert otherexecutives Caroline Adams |
| 2017-12-20 |
insert person Caroline Adams |
| 2017-12-20 |
update person_description John Jervis => John Jervis |
| 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 |
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 |
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 person Kristen Lalieu |
| 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 |
| 2015-12-05 |
insert person Maryanne Leicher |
| 2015-09-17 |
delete person Antoinette Claassen |
| 2015-08-19 |
delete person Antoinette Claasen |
| 2015-08-19 |
insert person Patrick Madden |
| 2015-08-19 |
update person_title Antoinette Claassen: Para - Planner => Para - Planner; Admin |
| 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 |
| 2014-08-28 |
delete person Jason Appel Mario Da Silva |
| 2014-08-28 |
update person_title Tiffany Venter: Financial Planner; Associate Planner => CERTIFIED FINANCIAL PLANNER® Financial Planner; Associate Planner |
| 2014-06-13 |
delete person Raquel Rodriques |
| 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 PLANNER® 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 PLANNER® CERTIFIED FINANCIAL PLANNER |
| 2013-12-05 |
delete person John Jervis |
| 2013-10-06 |
delete person Naseerah Sayed |
| 2013-10-06 |
insert person Christina Forman |
| 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 |