B.Proc. (Unisa) M.A. (Stell) PGDFP (Stell) CFP®
Advanced PGD in Estate Planning (UFS)
Dipl. in Legal Compliance Management (UCT)
Has more than 10 years’ experience in Trust Law and Estate Planning and Administration of Estates.
He is a Practising Attorney with the main focus of his practice on Fiduciary work which includes Estate Planning, Administration of Estates, drafting of Wills and Living Wills and Registration of new Inter Vivos Trusts as well as Audits on existing Inter Vivos Trusts.
Before entering the Legal Practise as an Attorney, he was a Senior Lecturer at the University of Limpopo in the Limpopo Province.
Fanie holds a Master’s degree in Political Science. He also has a B.Proc degree and is a Certified Financial Planner. He completed an Advanced Post Graduate Diploma through the Faculty of Law of the University of Free state in Estate Planning.
FCIS, MBA, CMT
Has over 30 years experience (local and international) in both medium and large organisations, in which he provided financial leadership to various management teams and served on a number of boards.
With strong experience in company valuations and operational finance, Gavin now manages financial and taxation services to business and professionals, both nationally and within the sub Sahara regions.
Gavin attends a number of client leadership team meetings to provide valued added services and financial coaching.
Gavin is a member of CSSA (Chartered Secretaries Southern Africa), SAIT (South African Institute of Tax Practitioners), and a licensed Independent Review Practitioner endorsed by SAIPA (South African Institute of Professional Accountants).
Gavin is member of the prestigious Institute of Market Technicians, an Association of professionals, based in the USA which provides technical analysis on equity pricing and trends.
C.A.I.B. ( SA )
Head of Operations
Comes from a financial background with a formal qualification in estate planning including estate, trust and will administration.
Having worked for various renowned Trust companies for many years, Gary has extensive experience with drafting of wills, Trust and deceased estate administration. This involved extensive ongoing consultation with clients and their families.
Gary has over the last 25 years been involved in the running of various financial training businesses and is currently Head of Operations of the FinSolve Group.