Our Team - Page Icon - Adfinity

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

Johann De Clerk img - About Page_ Meet The Team - Adfinity
Johann De Clerk img - About Page_ Meet The Team - Adfinity

JOHANN DE CLERK

Financial Advisor & Director
years in the industry

JOHANN DE CLERK

Financial Advisor & Director
years in the industry

“Set specific financial planning goals. Partners must do joined planning. It’s never too late to start planning for your retirement.”

Johann is a seasoned independent financial advisor with over 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 img - About Page_ Meet The Team - Adfinity
Gawie Minnaar img - About Page_ Meet The Team - Adfinity

GAWIE MINNAAR

Financial Advisor & Director
years in the industry

GAWIE MINNAAR

Financial Advisor & Director
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 img - About Page_ Meet The Team - Adfinity
Kosie Janse Van Rensburg img - About Page_ Meet The Team - Adfinity

KOSIE JANSE VAN RENSBURG

Financial Advisor & Director
years in the industry

KOSIE JANSE VAN RENSBURG

Financial Advisor & Director
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 img - About Page_ Meet The Team - Adfinity
Garry Wilford img - About Page_ Meet The Team - Adfinity

GARRY WILFORD

Financial Advisor & Director
years in the industry

GARRY WILFORD

Financial Advisor & Director
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 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

Marene Burger img - About Page_ Meet The Team - Adfinity
Marene Burger img - About Page_ Meet The Team - Adfinity

MARENE BURGER

Financial Advisor & Risk Specialist
years in the industry

MARENE BURGER

Financial Advisor & Risk Specialist
years in the industry

“If you create incredible value and information for others that can change their lives – and you always stay focused on that service – the financial success will follow.”

Working in the Financial Services industry for years in various positions from administration to Financial Planner.

Advanced Certificate in Financial Planning NQF6.

Picture 1
Picture 1

JOHANN THERON

Financial Advisor
years in the industry

JOHANN THERON

Financial Advisor
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)

Ettienne Genis img - About Page_ Meet The Team - Adfinity
Ettienne Genis img - About Page_ Meet The Team - Adfinity

ETTIENNE GENIS

Estate Specialist
years in the industry

ETTIENNE GENIS

Estate Specialist
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

Malcolm Hoare img - About Page_ Meet The Team - Adfinity
Malcolm Hoare img - About Page_ Meet The Team - Adfinity

MALCOLM HOARE

Financial Advisor and International Investments Specialist
years in the industry

MALCOLM HOARE

Financial Advisor and International Investments Specialist
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

ADMINISTRATORS

Chantehl Van Zyl img - About Page_ Meet The Team - Adfinity
Chantehl Van Zyl img - About Page_ Meet The Team - Adfinity

CHANTEHL VAN ZYL

Tax Practitioner & Administrator

CHANTEHL VAN ZYL

Administrator & Tax Practitioner

“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”

After completing her studies, Chantehl worked in the financial services industry for the last years. Chantehl joined Adfinity in 2014.

B.Com Financial Management.

Marié Coetzee img - About Page_ Meet The Team - Adfinity
Marié Coetzee img - About Page_ Meet The Team - Adfinity

MARIÉ COETZEE

Administrator & Compliance Officer

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)

Elsje Coetzee img - About Page_ Meet The Team - Adfinity
Elsje Coetzee img - About Page_ Meet The Team - Adfinity

ELSJÉ COETZEE

Senior Portfolio Planner

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 img - About Page_ Meet The Team - Adfinity
Lisa Rosier img - About Page_ Meet The Team - Adfinity

LISA ROSIER

Senior Portfolio Planner

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).

Tamzyn Thomas img - About Page_ Meet The Team - Adfinity
Tamzyn Thomas img - About Page_ Meet The Team - Adfinity

TAMZYN THOMAS

Portfolio Administrator

TAMZYN THOMAS

Portfolio Administrator

“Financial freedom is available to those who learn about it and work for it.”

In the Financial Services Industry since 2004 working in various areas, including life insurance and short term insurance. Tamzyn joined Adfinity in 2016.

NQF4 Personal Line – Short Term Insurance

Niel De Clerk img - About Page_ Meet The Team - Adfinity
Niel De Clerk img - About Page_ Meet The Team - Adfinity

NIEL DE CLERK

Portfolio Administrator

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.

ROZELLE MEIER

Portfolio Administrator

ROZELLE MEIER

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)