MEET THE TEAM
With Advisors and Administrators offering over 100 years’ combined experience, the Adfinity Financial Services team covers all financial disciplines. These include financial planning, asset management, tax, business administration, commercial finance and banking.
Our team’s mission is to provide holistic solutions and build trusted long-term relationships.
Consultations are conducted by an appointed FSCA accredited financial advisor with an administrator. Each advisor manages a limited number of clients to ensure a more personalized approach with precise attention to detail. Clients can select the number of annual consultations they require as part of our service agreement. Overviews are conducted annually.
MANAGEMENT TEAM & SENIOR ADVISORS
MANAGEMENT TEAM & SENIOR ADVISORS
JOHANN DE CLERK
Financial Advisor & Director
29 years in the industry
“Set specific financial planning goals. Partners must do joint planning. It’s never too late to start planning for your retirement.”
Johann is a seasoned independent financial advisor with over 29 years’ experience. This, combined with a wealth of industry-relevant qualifications, makes his knowledge of the financial ecosystem unrivalled.
Diploma in Marketing and Operational Management, National Certificate in Financial Planning.
GAWIE MINNAAR
Financial Advisor & Director
27 years in the industry
“Tax and investment planning go hand-in-hand.”
Gawie has extensive experience in international finance, tax planning and treasury management for large international organisations in Mauritius and Europe.
He provides specialist advice to individuals and businesses and makes a positive impact by offering services with precision and integrity.
Bachelor of Accounting Degree (B. Acc.), Honours Degree in Accounting Science (B. Compt Hons) Registered General Tax Practitioner (SA)
KOSIE JANSE VAN RENSBURG
Financial Advisor & Director
21 years in the industry
“We understand and help define your financial needs and long-term lifestyle goals.”
With years of personal finance experience, Kosie’s Adfinity portfolio balances the needs of retired individuals protecting their hard-earned wealth with helping the younger generation set financial goals to ensure their financial freedom.
Bachelor of Commerce Degree (B.Com).
GARRY WILFORD
Financial Advisor & Director
29 years in the industry
“People need to understand their own finances and be guided and educated by a like-minded, independent professional.”
Garry has over 28 years’ experience as an executive director in the financial services industry and his varied background includes IT and business leadership roles.
His strength lies in finding the right investments to suit a client’s precise needs.
Master of Business Administration Degree (MBA), Post Graduate Diploma in Financial Planning (both cum laude).
FINANCIAL ADVISORS
JOHANN THERON
Financial Advisor
43 years in the industry
“Financial advisors must strive to find the optimal solution for client’s needs.”
Johann has 39 years banking experience in optimising the delivery of business banking strategies, financing, risk management, investments and transactional solutions for public sector and business segments, ensuring that clients achieved maximum value.
Honours Bachelor of Commerce (B.Com Hons)
ROZELLE MEIER
Financial Advisor / Portfolio Administrator
“Opportunity is missed by most people because it is dressed in overalls and looks like work. – Thomas Edison”
Rozelle thought Adfinity to be the best place to launch her career towards becoming a Financial Advisor. She started with Adfinity in May 2020 as a Portfolio Administrator.
Bachelor of Commerce Degree in Industrial Psychology (B.Com)
FPI enrolled
MALCOLM HOARE
Financial Advisor and International Investments Specialist
25 years in the industry
“A ILPA® gives you peace-of-mind with a commitment to internationally-recognised professional standards of practice.”
Malcolm’s career began in 1989 with Sanlam and later he moved to Standard Bank as a financial planner.
He rejoined Sanlam in 1995 as a broker consultant and was part of the structuring of the Glacier group. He has been a financial advisor with Adfinity since 2008 and also consults with global asset managers.
Bachelor of Commerce Degree (B.Com),
Institute of Life and Pension Advisors® professional
ETTIENNE GENIS
Estate Specialist
29 years in the industry
“Will and Estate Planning are an integral part of financial planning.”
Etienne has extensive experience as a lawyer and legal advisor, as well as in financial planning, tax planning and inter vivos trusts. He is a dedicated family man and prides himself on helping clients to achieve their financial goals through personalised, professional advice.
Bachelor of Law Degree (B.Iur.) and Bachelor of Laws (LL.B), Master of Law Degree (LL.M.) (Law of Estates), Diploma in Financial Planning
ADMINISTRATORS
MARIÉ COETZEE
Administrator & Compliance Officer
“An investment in knowledge pays the best interest.”
Marie joined Adfinity in 2013 as a personal assistant; she decided to broaden her experience in this industry and is now also a qualified Compliance Officer.
Bachelor of Commerce Degree (B.Com)
ELSJÉ COETZEE
Senior Portfolio Planner
“Stay on top of your finances. Don’t leave that up to others.”
Elsjé joined the financial services industry in 2008 as a personal assistant, after which she decided to broaden her experience in this sector by joining Adfinity in 2014.
Higher Certificate in Financial Planning (NQF5).
LISA ROSIER
Senior Portfolio Planner
“The changing nature of money is only one facet of the financial services revolution.”
Lisa spent four years at Sanlam Head Office from 2007 to 2011 and re-entered the financial services industry in 2014 with Adfinity.
Higher Certificate in Financial Planning (NQF5).
NIEL DE CLERK
Portfolio Administrator
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Niel joined Adfinity as a Portfolio Administrator in 2010.
Diploma in Marketing and Operational Management.
NINA COETZEE
Portfolio Administrator
“Financial security and independence are like a three-legged stool resting on savings, insurance and investments” – Brian Tracey
Nina launched her career in the financial services industry by joining Adfinity as portfolio administrator in June 2021.
Higher Certificate in Financial Planning (NQF5)
SUPPORT HUB
MARIAAN SCHEEPERS
Office Manager
“There is no dignity quite so impressive and no independence quite so important as living within your means.” – Calvin Coolidge
Mariaan has 15 years’ experience in administrative and operational office management. She joined Adfinity in May 2021.
B.Mus (Ed); Higher Certificate in Financial Planning (NQF5)
INA SIMONS
Reception