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Clifford R Morris
CEO
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Chantal Redding (BCom CFP)
Managing Director/Executive Financial Advisor
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Lallitha Premjith (Certificate in Financial Planning)
Director & Operations Manager
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Steve Tearnan (CFP)
Business Dev Mngr/Executive Financial Advisor
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Phil Grizic (Post Grad Diploma in Financial Planning, CFP)
Executive Financial Advisor
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Haseena Essa (BSc. Actuarial Sci, Fin. Maths Hons., CFA Level I & II)
Fund Manager/Fund Analyst
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Ethne Kenton
Accountant
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Sarah Pitout (BCom, H Dip Tax)
Fiduciary and Tax Manager
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Romilla Singh
Client Services Facilitator
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Duncan Wicht (BCom Management & Finance)
Management Trainee
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Annelize Fourie
Client Broker Liaison Officer
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Nokuthula Mkhwanazi
General Office Assistant
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