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Our Team of Investment and Financial PlannersWe have a highly qualified investment planning team with more than 40 years of experience between us.
Our financial planners have all attained the Certified Financial Planner (CFP™) professional mark, the highest recognition in financial planning worldwide.
Debbie is the founder of Netto Financial Services (t/a Netto Invest). Her experience in investment and financial planning began in 1988, when she joined Liberty Life. She soon formed an independent investment and financial planning company. Her straight talking, systems-oriented and strategic approach to advising clients on investment strategy, financial decisions and business management has benefited her clients over the years. In 2001 she was awarded the esteemed Financial Planning Institute (FPI) / Personal Finance Financial Planner of the Year Award, the ultimate recognition in South Africa for excellence in financial planning. She is a member of the Financial Planning Institute (FPI). Debbie loves her work. Her other passion in life is her family. She is married to Dave and is kept young by her two children, Kerry and Michael.
Ian studied at UCT and UNISA, qualifying as a CA (SA) in 1994. He joined Netto Invest in 1999 as a shareholder. He has strong analytical abilities and in-depth local and international experience in finance and tax. Prior to joining Netto Invest, his nine years of work experience included three years in Cape Town, playing an integral role in the successful turnaround of a well known national retail chain. He then spent three years in London working in structured finance at Lloyds Bank Group where his responsibilities included statutory reporting and taxation compliance for about 70 companies. Ian is a member of the Financial Planning Institute (FPI) and the South African Institute for Chartered Accountants (SAICA). In 2007, Ian was awarded the esteemed Financial Planning Institute (FPI) / Personal Finance Financial Planner of the Year Award, the ultimate recognition in South Africa for excellence in Financial Planning. He is married to Ali and has two children with whom he enjoys hiking and camping. Ian is private pilot and serves as a trustee of the St Lukes Hospice Foundation.
Richard completed his articles at Deloitte and Touche in Cape Town before gaining experience in financial services in the US and UK. He joined Netto Invest in 2003 and completed his CFP in 2004, where he achieved the top result in the country in the case study examination. Richard is a member of SAICA and the FPI. He is married to Larissa, and they have two little ones. Richard enjoys time in the mountains where he hikes, climbs, mountain bikes and runs. He successfully completed the Cape Epic mountain bike race in 2007. Morne Bezuidenhout
Morné graduated from the University of Stellenbosch and completed his articles at Brink Cohen Le Roux Inc, a prominent Johannesburg law firm, and was admitted as an Attorney in July 2006. Morné joined Netto Invest with the vision of assisting clients understand their own financial affairs and helping them to achieve their financial goals. He is responsible for research and support of our financial planning process. He is married to Cindy, also an admitted attorney, and enjoys running, karate and reading.
Cameron is a Chartered Accountant and Certified Financial Planner. He completed his articles at MGI Bass Gordon in Cape Town and worked in pension fund administration before joining Netto Invest in 2007. Since moving from his previous accounting-type role Cameron has enjoyed building personal relationships with clients and has particularly enjoyed helping them achieve their financial goals. Cameron is a keen cyclist and mountain biker, and has completed 21 Argus Cycle Tours.
Gareth is a Chartered Accountant. He studied at the University of Cape Town and completed articles at Grant Thornton in Cape Town in 2009. Gareth joined Netto Invest in January 2010. Since moving on from his auditing role Gareth has enjoyed the personal aspect of his job, meeting new people and providing a service which he says "you can visibly see is essential and greatly appreciated by clients." Gareth is a keen golfer playing off a 9 handicap. He also enjoys spending time working around the house and gardening. |
Netto Invest
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Telephone: 27 (0)21 530 1260 accessible worldwide (or SA callers only: 0861 001 356 ) Netto Invest cc (CK 1989/018205/23) Members: Ian Beere CA (SA) CFP® , Debbie Netto Jonker CFP® .
Copyright© 2001-2012 financialplanningsouthafrica.com / netto.co.za |
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