Our Team of Investment and Financial Planners

Our team of financial planners has more than 40 years of industry experience

That makes us a highly qualified investment planning team. Each of our  financial planners has attained the CERTIFIED FINANCIAL PLANNER (CFP®) professional mark, the highest recognition in financial planning worldwide.

financial planners cape town

Our investment team of financial planners is tight-knit but boasts more than 40 years of experience. Our founding clients have been with us for more than 25 years now.

 

Meet our team of financial planners

Debbie Netto-Jonker CFP®
Financial Planner of the Year 2001
Founder

Debbie is the founder of 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 as part of a passionate team of financial planners. Her other passion in life is her family. She is married to Dave and is kept young by her two children, Kerry and Michael.

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ian beere financial planners

Ian Beere CA(SA) CFP®
Financial Planner of the Year 2007
Managing Director & Investment Planner

 

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, Tim and Sarah, with whom he enjoys hiking and camping. Ian is private pilot and serves as a trustee of the St Luke’s Hospice Foundation.

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Richard Sparg CA (SA) CFP®
Investment Planner

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 qualification for financial planners in 2004, where he achieved the top result in the country in the practical case-study.

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.

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Morné Bezuidenhout BCom LLB CFP®
Director & Investment Planner

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 they are parents to Alex and Kate. That means less free time than ever before, but Morne makes sure he has regular time for running and karate, and some reading too.

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financial plannersCameron McCallum CA(SA) CFP®
Director & Investment Planner

Cameron is a Chartered Accountant and CFP® professional. He completed articles at MGI Bass Gordon 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 more than 21 Argus Cycle Tours.

He is a husband to Wendy and father to Mila and Ethan. When he has a spare moment he enjoys waterski-ing and wakeboarding with his family and other friends.

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Our financial planners are ably assisted by our wealth managers

Gareth Leonard CA(SA) CFP®
Wealth Manager

Gareth is a Chartered Accountant and CFP® professional. He studied at UCT and completed articles at Grant Thornton in 2009. Gareth joined Netto Invest in January 2010.

Since moving on from his auditing role Gareth has enjoyed being part of our dynamic team of financial planners. He particularly enjoys the personal aspects of his job, meeting new people and providing a service which he says “you can see is essential and visibly greatly appreciated by clients.”

Gareth is a super-keen golfer who plays off a handicap of nine. He is married to the lovely Bertha, and enjoys spending time with his in-laws, as well as getting his hands dirty working around his home and garden.

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ryan winter netto invest financial plannerRyan Winter BComm CFP®
Wealth Manager

 

Ryan graduated through UNISA and joined Netto Invest in 2007 after gaining experience at a listed financial services provider.

He is analytical in nature and is responsible for the research and support of our financial planning process. He has a passion for making financial plans that assist Netto clients to achieve their lifestyle goals.

Ryan is a keen athlete. In his spare time he competes in trail-running and cycling events. He is married to Liesl and they have a baby daughter, Lexi.

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Each of our financial planners plays a unique part in making us successful

We look forward to helping you plan your financial life in the near future.

Click here to contact us about an exploratory appointment, or alternatively call us now on 0861 001 356.

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