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EMPLOYMENT AND SPECIALISTS

The Group employs more than 100 team members, including a wide variety of professionals and specialists in the diverse array of services we offer. Our experts consist of several Chartered Accountants, AGA’s, Lawyers and Advocates, a Doctor in Relational Leadership, Key Individuals registered at the FSCA and many professionals at different levels of training.

Women Employed 57%
Employees younger than 34 years 50%
Employee at DLR for over 4 years 40%
Employee at DLR for over 7 years 15%

The Group has several training offices, where we employ a variety of articled clerks, which are trained to be professionals, some of them leaving our Group after their articles to improve the quality of our countries’ financial services experts. The largest percentage of our team members are regularly involved in continual professional education, ensuring we keep up to date and aware of the most modern technology, legislation, and methods in our various fields of expertise.

“He who knows that he has enough is rich.”

– African Proverb

DIRECTORS

Pieter Esterhuizen

Executive Director and Group Chief Executive Officer

Pieter Esterhuizen

Executive Director and Group Chief Executive Officer

Executive Director and Group Chief Executive Officer Pieter is a founder of the Group and the Group CEO. He is a chartered accountant with SAICA, an auditor with IRBA, a full member of the UK society, STEP, the US-based Family Firm Institute, SAIT, Key Individual with the FSCA, former president of SAICA Southern Cape and member of SAICA’s Regional Council. His expertise is mainly in the tax, advisory, fiduciary and accounting fields, both onshore in SA and offshore internationally. Pieter has been a CA since 1990 and has been and still am involved in several auditing and accounting firms and financial services businesses.

Cobus Coetzee

Executive Director

Cobus Coetzee

Executive Director

Executive Director As a founder of the DLR Group, Cobus is the director responsible for Marketing and Sales. Cobus has 23 years’ experience in the insurance and financial planning industry and is overseeing the Wealth Division. He started his career at Sanlam and is a registered Key Individual with the FSCA. His expertise is mainly in specialist niche products.

EMPLOYMENT SPECIALISTS

Ig van der Merwe

Director: Southern Cape Accounting

Ig van der Merwe

Director: Southern Cape Accounting

Director: Southern Cape Accounting Ig was appointed as a director of DLR Southern Cape in April 2017. He is a registered AGA with SAICA. Ig started his accounting career as article clerk in 1996 and since 2001 he served as financial manager in the private sector and built on his tax and accounting expertise at several audit firms. Ig is the Chairman of the Accounting Division of DLR on Exco level.

Isaiah de Jager

Director

Isaiah de Jager

Director

Director: Botswana Accounting Isaiah finished his articles in 1989 after which he went on to finish his B Com Honours degree in 1991 whilst working for Tata Marketing in Randburg, moving to their Botswana operations in 1993. He worked for Afrox Botswana as their Financial Director from 1995 to 2002 after which he established his own accounting practice and then joined the LUMENROCK team in 2015 and is based in Gaborone, Botswana. Isaiah’s expertise is in Accounting and Taxation and he is a member of the Accounting Exco of the Group.

Marizanne Botes

Director: Lumenrock Audit and Manager of the Oudtshoorn branch

Marizanne Botes

Director: Lumenrock Audit and Manager of the Oudtshoorn branch

Director: Lumenrock Audit and Manager of the Oudtshoorn branch Marizanne joined the Group in 2018 and was appointed as a director of Southern Cape Accounting until she became a shareholder and director of Lumenrock Audit Inc in 2019. She is a Chartered Accountant and Registered Auditor. She has strong technical, interpersonal and audit skills. She managed the Audit business and the Oudtshoorn branch, where she is also based.

Jaco van Niekerk

Manager: Fiduciary and Wealth Divisions

Jaco van Niekerk

Manager: Fiduciary and Wealth Divisions

Manager: Fiduciary and Wealth Divisions Jaco has a Post Graduate Diploma in Financial Planning and is a Certified Financial Planner®️. He started out his career with Sanlam in 1994, working in various departments from broker services and actuarial, to product development. He became an independent financial advisor in 2010 and joined the Group in 2011 to start the life insurance and investments cluster as the key individual. Jaco’s areas of expertise include investments, estate planning, business risk planning and Forex. He is also the Group’s FICA-officer. He was recently appointed as acting Manager for both the Fiduciary and Wealth divisions.

Tarita Mostert

Group Technical Manager: Tax and Legal

Tarita Mostert

Group Technical Manager: Tax and Legal

Group Technical Manager: Tax and Legal Tarita joined the group in 2017 after completing both her legal and accounting articles. She is a qualified attorney in registered practice with the Legal Practice Council of the Western Cape, a registered AGA with SAICA and is admitted as a Notary Public in the High Court. She has completed her LLB and B Compt degrees, as well as her Postgraduate Teacher’s Licentiate in piano. Tarita finished her LL.M in Taxation in 2018 and is currently busy with her PhD in Taxation at Rhodes University. Her expertise is mainly in the Legal and Taxation fields, specialising in structuring advice for clients, both in SA and offshore internationally.

Armand le Grange

Director: Southern Cape Accounting

Armand le Grange

Director: Southern Cape Accounting

Director: Southern Cape Accounting Armand has been with the group since 2008, starting out as an article clerk, completed his B Compt degree and is a registered AGA with SAICA. He later managed the Oudtshoorn branch and was appointed as director of the Southern Cape Accounting business in 2018 and is now based in George. His expertise is mainly in accounting, taxation (income tax, payroll and VAT), auditing and modern accounting software.

Hanno Lourens

Director: Southern Cape Accounting

Hanno Lourens

Director: Southern Cape Accounting

Director: Southern Cape Accounting Hanno has been with the Group since 2013, after finishing his B Comm degree, he started out as an article clerk and now is a registered AGA with SAICA. He was the Production Manager of the Oudtshoorn branch and was appointed as director of the Southern Cape Accounting business in 2018 and is now based in George. His expertise is mainly in accounting, taxation (income tax, payroll and VAT), as well as auditing. He is now also responsible for the overall management of production in the Southern Cape.

Neil Oberholzer

Director, AGA(SA), CTA

Neil Oberholzer

Director, AGA(SA), CTA

Director, AGA(SA), CTA Neil has been in the Accounting Industry since 1965, former group accountant at Rusfurn Limited and group admin manager at Bears Furniture. He has been in private practice since 1980, council member and former president of SAIPA. Neil has been an Associate of the South African Institute of Chartered Accountants since 1999. He is a member of IFAC, recipient of SAIPA’s President’s award and served on the Auditors Liability Committee of the European Federation of Accountants (FEE). He is a co-author of the book ‘How to better manage Audit risk’. His expertise is mainly in the accounting and business management and advisory fields, as well as property and management for Body Corporates and Timeshares. He is a keen golfer and treasurer of Nomads Southern Natal.

Blessing Chikwanda

Senior Trust Administrator and Office Manager: Pretoria

Blessing Chikwanda

Senior Trust Administrator and Office Manager: Pretoria

Senior Trust Administrator and Office Manager: Pretoria Blessing comes from Zimbabwe in Seke under Chitungwiza Town. After completing the Advanced Level, he went back to his village of Chipindirwe, where he was engaged in the tutoring of computers and a variety of academics to the villagers. This impacted into the community development as the villagers began to be introduced to the use of technology and furthering of their educational levels. In 2012, Blessing relocated to South Africa, where he did his law degree (LLB) at Unisa. In 2016, Blessing joined DLR Fiduciary as a Trust Administrator while completing his LLB degree. He was later promoted to Senior Trust Administrator and deals with the full complement of fiduciary and legal services. He was appointed as Office Manager in 2019 in Pretoria.

Duaan Jacobs

Business Development Executive: Botswana

Duaan Jacobs

Business Development Executive: Botswana

Business Development Executive: Botswana Duaan Jacobs graduated from the University of Johannesburg with a B.Comm degree prior to his first appointment as a Technical Analyst at the Johannesburg Stock Exchange. He has since gained over 22 years of experience in the financial industry. He has worked for Commercial Union, Quyn Holdings and Societe Generale (SG) where he obtained valuable experience regarding investment consulting, international investments and the various international jurisdictions. In 2003 he joined the Seychelles International Business Authority (SIBA) followed by time spent in Kenya and Tanzania as a consultant looking after expats and HNWI’s, and consulting to two of the parastatal pension funds in Tanzania on their investment policy strategy. In 2006 he relocated to Botswana where he started working with BDO Botswana under their international trust company, Kingsway Trust Co and in 2015 he joined DLR Fiduciary Botswana.

SHORT-TERM ADVISORS/FINANCIAL PLANNERS

Leon Swart

CEO

Leon Swart

CEO

Years in the industry: 1999 to … Leon’s working knowledge of the financial services industry and his exceptional business acumen continues to guide the development and growth of the Origin Group of Companies and positions us as one of the leading niche financial service providers in southern Africa. Certified Financial Planner B.Econ (Stellenbosch University) Leon has assisted clients in all areas of financial advice, including life, investment, retirement and estate planning. He also has extensive experience in short-term insurance, particularly in the commercial short-term insurance space. He is a member of the Financial Planner Institute (FPI) and the Financial Intermediary Association (FIA), where he serves in a representative capacity on a regional and national level. Braaibroodjie lover, Lions rugby fan, sci-fi geek, wannabe farmer, coffee snob

Stefan Olivier

COO

Stefan Olivier

COO

B.Com Management Accounting (University of Stellenbosch) Professional Accountant (SA) Professional Tax Practitioner (SA)

Riaan Geldenhuys

Managing Executive

Riaan Geldenhuys

Managing Executive

Short-Term Responsibilities at Origin include , performance management, relationship management of insurers, suppliers and business partners, strategic planning and process management. National Certificate in Short-Term insurance (NQF level 5) National Certificate in Architectural Drafting Riaan started his career in financial services at Santam in 1986 and served in various roles during his time at the company, including Domestic Underwriter, Senior Claims Handler, Head of Claims and Assistant Manager, before opening his own brokerage in 1995. The brokerage started as a one-man business and grew into one of the three largest independent brokerages in the Helderberg basin. In 2012, he joined forces with three other independent brokers to merge the four and create an independent company. Proud Western Province rugby supporter, perfectionist, 4x4 fundi, aspirant golfer

Johan van Wyk

Managing Executive, Wealth and Health

Johan van Wyk

Managing Executive, Wealth and Health

Ivan Down

Executive

Ivan Down

Executive

Years in the industry: 1985 to ... Key role: Executive Certified Financial Planner (CFP) National Diploma in Accounting & Business Admin Post-graduate Diploma in Financial Planning Law (University of the Free State) Certificate in Professional Business Management (NQF 6) Certificate in Six-step process and Compliance (NQF 6) (Unisa) Ivan started his career in financial services at Old Mutual in 1985 under the Clerk/Management programme. He continued to work for the company as Group scheme adviser and Production manager before moving on to Lifegro/Momentum. Since then, he’s worked for Standard Bank as an adviser and IBG Sureinvest as a representative financial adviser, among other roles at the company. He continues to serve as CEO of IBG Underwriting Managers. Deep-sea fishing, health fanatic, sports, and cultural activities

Niel Barnard

Executive, Wealth

Niel Barnard

Executive, Wealth

Years in the industry: 2007 to … Key role: Executive Advisor – Manages Origin Financial Mossel Bay Niel worked for Pioneer Foods from 1995 to 2005. Seeking a greater challenge, he resigned in 2005 and decided to go to work for a broker with the goal of starting his own brokerage in 2007. As planned, Niel received his FSB license in February 2007 and started working as Niel Barnard Insurance Brokers. In 2012, Niel decided it was time to involve his wife, who was working for Santam at the time, in his own business. During that time, Niel trained himself in the insurance industry by accumulating the necessary credits as well as completing the RE1 and RE5 exams, a requirement for Reps and AIs alike. In 2017, with all the challenges in the insurance industry, Niel decided that the time had come to start thinking bigger and possibly join a larger institution. This decision brought him to the door of Origin Financial. WP and Springbok supporter.

Heidi Beckett

Executive

Heidi Beckett

Executive

Years in the industry: 1991 to ... Key role: Executive, Short-Term Shareholder and director at Origin Financial Cape Town in the risk department and serves as financial adviser to her clients. Certificate in Short Term Insurance (NQF level 4) Key Individual and Representative and has passed both Regulatory Exams (RE and KI)) Heidi started her career in the financial services sector in 1991, spending just over four years in life assurance prior to moving to Cape Town, where she joined a short-term insurance broker. In 1996 she started working in short-term insurance as a claims handler. In 2003, she furthered her career by becoming the operations manager at PMA Insurance Consultants, and in 2009 she bought shares in the company becoming a shareholder and a director in PMA Insurance Consultants. While managing a successful short-term insurance brokerage for many years, Heidi qualified as Key Individual and Representative as part of the regulatory requirements set out for the insurance industry. In January 2015, PMA joined Origin Financial. Coffeeholic, sci-fi junkie, bodacious

MRS CORNÉ SCHEEPERS

Years in the industry: 1995 to ... Key role: Financial Advisor - Short-Term Insurance & Financial Planning Certified Financial Planner Post-graduate Diploma: Financial Planning Johan is qualified and experienced to offer advice regarding Financial Planning (Investments, Income-protection, Life insurance, Retirement planning) as well as matters relating to your Short Term insurance needs (with spescial focus on Commercial insurance) Johan Graaff began his financial career with Sanlam in 1995 and served as a financial adviser until 2002. During this time he completed the relevant in-house courses, which Sanlam is renowned for. He then joined Absa Private Bank in 2003 and served on their panel as financial adviser. He is a member of the Financial Intermediary Association and the FPI. Love camping, especially the smell of coffee in the morning while camping, ocean as stress relief, a ‘rugby braai’, a good book every so often brings some refinement to the mix.

Ryno Geldenhuys

Executive Advisor

Ryno Geldenhuys

Executive Advisor

Years in the industry: 1992 to … Key role: Executive Advisor National Certificate of Proficiency in Short-term Insurance Ryno started his career in financial services at Santam Insurance in 1992. He first worked in the legal department, handling personal and commercial claims, after which he was transferred to the commercial claims department, where he worked with commercial claim. He left Santam in 1999 and joined an independent brokerage as a financial adviser and partner. Within a few years, the business grew to become one of the largest independent brokerages in the Helderberg basin. In 2012, the brokerage merged with three other brokerages to become Origin Financial Services. Has-been cyclist, wannabe bike racer, happy camper, adventurous

Wium McLachlan

Executive Advisor

Wium McLachlan

Executive Advisor

Years in the industry: 1994 to … Key role: Executive Advisor National Certificate in Short-Term insurance (NQF level 4) (Damelin) Certificate of Proficiency (COP) (IISA) Intermediate Certificate in Business Studies (IISA) RE 1 (KI) & RE 5 (REP) Wium began his career in the insurance industry at a large corporate insurer in 1994 and worked in various junior and senior positions in the personal and commercial business space. In 2000, he joined a corporate brokerage where he worked as a portfolio manager for various personal and commercial clients. He started his own brokerage, MCL Risk Advisors, in 2002, which 10 years later merged with three other independent brokers to create a company with a new and holistic approach to the financial services industry.1 With over 24 years’ experience in the short-term insurance industry, Wium has had exposure to most aspects of the business. He has a passion for marketing, product development, brand management and service delivery, which he strives to achieve within the Origin Group. Loves the outdoors and camping, avid mountain biker, Wannabe masterchef.

Dryden Doughty

Short-Term Executive Advisor

Dryden Doughty

Short-Term Executive Advisor

Years in the industry: 2002 to … Key role: Executive, Short-Term Executive Advisor and Dryden forms part of the leadership team for the Cape Town branch of Origin Financial and Chair of the Cultural Team. National Certificate in Plastics Technology Higher Certificate in Insurance B.Tech Business Administration With a degree in Plastics Engineering and experience as a factory manager, Dryden provides unique insights into the risks commercial clients face each day. He started his career in the financial services industry in 2002, heading up the short-term insurance division of an independent brokerage. Three years later he started his own successful short-term insurance brokerage specialising in commercial risk. In 2015, his company merged with Origin Financial. Self-proclaimed foodie, budding chef, sports enthusiast

Armand Huisamen

Executive Advisor

Armand Huisamen

Executive Advisor

Years in the industry: 1992 to … Key role: Executive Advisor B Comm (University of Stellenbosch) Armand started his career in the financial industry in the life insurance sector, where after he became involved in developing administrative processes and systems in life insurance operations. He qualified as a financial adviser in 1997, and eventually advanced to become a partner at a short-term insurance firm in 2001. While managing this firm, he qualified as a Key Individual and Representative, as per regulatory requirements. He is also a member of the Financial Intermediaries Association of South Africa. Good fun, overthinker, karate kid, prankster.

Anchun van Wyk

Short-Term Advisor – Marketing

Anchun van Wyk

Short-Term Advisor – Marketing

Years in the industry: 2001 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios. National Certificate in Short Term Insurance Anchun started her career in the financial sector as a general assistant for Exponential brokers. In this time, she gained experience from underwriting policies, handlings claims, and giving general assistance in the normal running of good business practice. As time progressed, she became involved in all aspects of the business which among others included marketing and human resources aspects. For her there is nothing more satisfying than seeing her clients happy, which is why she decided to become a qualified adviser in short-term insurance. She completed the first level of the regulatory exams of the Financial Advisory and Intermediary Services Act (FAIS). She also qualified as Key Individual under the FAIS Act to represent Exponential brokers at company level and act as an advisor to staff members who haven’t passed their first-level regulatory exams. Braaibroodjie lover, Stormers fan, aspirant artist, coffee snob

André Hunlun

Short-Term Advisor – Marketing

André Hunlun

Short-Term Advisor – Marketing

Years in the industry: 1974 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios. Intermediate Certificate in Business Studies (ICiBS) Short Term Insurance Certificate of Achievement (FETC) André started his career at Santam in 1974. After working as Deputy Branch Manager at the insurer, he ventured on his own to start a new brokerage with three other partners. Nine years later he started work at Absa as a financial adviser. A decade later André joined Origin Financial Advisers as Portfolio Manager and is responsible to service and maintain an existing portfolio and to obtain and service new clients. He is an accredited adviser to handle domestic- and commercial insurance portfolios. Stormer/WP-Rugby supporter, sport lover, country music lover

Conrad Gunter

Financial Advisor - Short-Term Insurance & Health Care

Conrad Gunter

Financial Advisor - Short-Term Insurance & Health Care

Years in the industry: 1995 to ... Key role: Financial Advisor - Short-Term Insurance & Health Care Intermediate Certificate: Business Studies (IISA) Accredited Medical Scheme Broker BA Law (University of Stellenbosch)) Conrad started his career with Santam he worked as a legal officer, handling legal matters and liaising with legal counsel. From July 1 998 to November 2001 he was employed at Alexander Forbes Risk Services in Stellenbosch, starting as a senior claims handler before being promoted to claims manager. He transferred to the company’s broker division, where he underwent intensive training in underwriting for personal and commercial lines, and corporate business. In December 2001, he moved to Aurum Brokers in Somerset West, where he started building his own individual client base while practicing as an independent broker under Aurum’s license. During this time, he gained skills in marketing and the underwriting of personal lines and commercial lines, and trained as an apprentice medical scheme broker. In April 2003 he got accredited as medical scheme broker.

Daniel Geldenhuys

Short-Term Advisor Marketing

Daniel Geldenhuys

Short-Term Advisor Marketing

Years in the industry: 2016 to ... Key role: Short-Term Advisor Marketing, building and maintaining clients’ portfolios. Diploma in marketing RE exam NQF5 Daniel started his career in the short-term industry at Origin Financial in 2016 and is busy with his National Certificate in Short-Term insurance (NQF level 5) Passionate Western Province supporter, loves the outdoors and camping, would choose to be any superhero as long as it’s Wolverine from X-Men, coffee snob

Marius Bezuidenhout

Marketing Executive

Marius Bezuidenhout

Marketing Executive

Years in the industry: 1998 to … Key role: Marketing Executive In his capacity as Director of Origin, Marius investigates new avenues of effective risk management, structuring insurance models using various risk-management techniques. BA Psychology (Honours) (UNISA) Higher Diploma in Education (HDE) (University of Stellenbosch) BA (University of Stellenbosch) Before working in the financial services sector as a financial adviser, Marius was first a teacher, and then a psychometrist at a private psychology practice. He became a partner at a short-term insurance firm in 2001, where he worked for 15 years. During this period, he qualified as a Representatives and Key Individuals of Financial Services Providers in compliance with regulatory requirements. In his capacity as short-term insurance broker, he worked in specialised insurance, using structured risk-management models for clients with specialised risk management needs. He is also a member of the FIA.

Azania Swart

Executive, Wealth

Azania Swart

Executive, Wealth

Key role: Executive, Wealth Years in the industry: 2000 to … Azania serves as Director on the boards of Origin Wealth Solutions. She is currently involved in the active management, development and marketing of Origin Wealth Solutions, Origin Trust and Fiduciary Services Bachelor of Economics (B.ECON), Stellenbosch University Post Graduate Diploma in Financial Planning Certified Financial Planner Before joining Origin, Azania worked at the Receiver of Revenue (SARS) during which she completed her B.Comm Honours degree in financial accounting and tax. She also obtained a post-graduate diploma in tax law. During her seven years working at SARS, she worked her way up to Senior Auditor in the Masters Tax Auditing section. Outdoors person, camping, walks on the beach

Cobus Slabber

Executive

Cobus Slabber

Executive

Years in the industry: 1992 to … Key role: Executive Cobus launched Origin Trust and Fiduciary Solutions with Leon Swart within the OriginFinancial Group and is current Chairman of the group. Certificate in Deceased Estate Planning Master of Laws : Tax Law BComm LLB Cobus started his career in 1992 at the Department of Justice as a state prosecutor. Together with his business partners, he started the law practice Terblanche Slabber Pieters in 1993. He has a special interest in the administration of deceased estates, estate planning and the drafting of wills, along with trust law. Cobus regularly attends seminars and short courses on these and other related subjects. Masterchef delux, potential Cape Epic rider, somewhat pensive

Dodge Georgiou

Executive Advisor

Dodge Georgiou

Executive Advisor

Years in the industry: 2006 to ... Key role: Executive Advisor – Manages Origin Financial KZN FETC Short-Term Insurance, NQF 4 Certificate Certificate in Front Line & Public Relations RE Certificate

Elna Geldenhuys

Short-Term Advisor

Elna Geldenhuys

Short-Term Advisor

Years in the industry: 1997 to ... Key role: Short-Term Advisor Elna deals with domestic and commercial policies, assisting with problem claims. Elna start working at SARS in 1983, where after in 1993 she worked at the University of Stellenbosch in the IT department as a PA for the Head of Department. In 1997 she joined Charis Brokers as a PA. She also assists clients with their personal policies, commercial policies, claims, amendments and meeting with insurance companies. Now with Origin Financial as a short term risk advisor. She is a member of the Financial Intermediary Association (FIA). Loves coffee, Stormers and Western Province fan, cell phone games

Heidi Geldenhuys

Short-Term Advisor

Heidi Geldenhuys

Short-Term Advisor

Years in the industry: 1993 to ... Key role: Short-Term Advisor Portfolio Manager with Origin Financial: Risk. Heidi is responsible for planning, implementing and maintaining her clients’ short-term insurance portfolios. She specialises in personal domestic insurance. Regulatory Examination for Representatives Heidi began her career in the banking industry and was with Absa Bank from 1993-2003. She became a financial advisor/business manager in 2003 in the Finance & Insurance sector and continued serving there until June 2014. In this time, she gained valuable knowledge, experience and qualifications in the long-term and short term insurance market. She joined Origin Financial in 2014. Wildlife enthusiast, camper, hockey mom, Food Channel addict, 80s fan, Daschund fan

JM Calitz

Financial Planner

JM Calitz

Financial Planner

Years in the industry: 2014 to ... Key role: Financial Planner JM assists his clients in a professional manner and guides them in creating and protecting their wealth for the present and the future. RE5 Certificate Certified Financial Planner Advanced post-graduate Diploma in specialising fields of financial planning – specialised in Estates, Investments, Trust and Wills (University of Free State) Post-graduate Diploma in Financial planning (Stellenbosch University) BComm. Investment and Financial management (Stellenbosch University) JM started his career in 2014 as an independent financial planner at Origin Financial. He is skilled in portfolio management, analytic skills, estate planning, investment planning and building client relationships. JM has assisted clients in all areas of financial advice, including life, investment, retirement and estate planning. He also has extensive experience in medical aids. He is a member of the Financial Planning Institute (FPI), where he serves as a board member on the estate side on a national level; and the Financial Intermediary Association (FIA), where he serves in a representative capacity on a regional level. JM is also a member of the Council of Medical Schemes (CMS). Professional hunter, Cheetahs rugby fan, wannabe farmer, nature lover, rookie golfer, people person, huge sports fan

Johan Kok

Financial Planner

Johan Kok

Financial Planner

Years in the industry: 2014 to ... Key role: Financial Planner Johan assists his clients in a professional manner and guides them in creating and protecting their wealth for the present and the future. Post-graduate Diploma in Financial Planning (University of Free State) BComm. (Stellenbosch University) Johan started his career as a tied agent in 2014, and after five years he joined Origin Financial as an independent financial advisor, offering his clients a wider variety of products in the financial industry. He has assisted clients in all areas of financial advice, including life, investment, retirement and estate planning. He also has experience in medical aids and short-term personal insurance. He is a member of the FIA. Western Province rugby supporter, wannabe golfer, crayfish diver

Tim Timmerman

Short-Term Advisor – Marketing

Tim Timmerman

Short-Term Advisor – Marketing

Years in the industry: 1983 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios. National Certificate in Short-Term insurance (NQF level 5) Certificate in Supervisory Management (Henley) Certificate in Online Lecturing (Milpark) Honorary Life Membership of Insurance Institute of Western Cape) Tim began his insurance career with insurance companies in Gauteng before moving to the Cape in 1991. He gained experience in various positions before becoming a broker in 2000. His other passion is education in insurance and besides broking, is also a lecturer for Milpark and an education consultant to the short-term insurance industry. Tim served as President of the Insurance Institute of the Cape of Good Hope (now IIWC) in 2002 and is also been a member of the FIA, where he has served on various committees. Amateur musician (guitars and vocals), Sharks rugby fan, fantastic cook (according to his wife), marathon runner.

Xander Jordaan

Financial Planner

Xander Jordaan

Financial Planner

Years in the industry: 2016 to ... Key role: Financial Planner Xander specializes in analysing private estates, investment portfolios, trusts, wills, business interests, retirement provisions and tax matters. Certified Financial Planner Post-graduate Diploma in Specialized Fields of Financial Planning (advanced), Post-graduate Diploma in Financial Planning BComm. Investments and Financial Management Xander completed his undergraduate degree at the University of Stellenbosch in 2015, and decided to study further, completing two-post graduate diplomas in financial planning. He believes in helping individuals manage their finances by educating and providing them with the correct tools to enable them to have a greater understanding of their own financial affairs and take control thereof. Sharks supporter, fell in love with the Winelands in Cape Town, count him in for a braai

Zelna Linde

Short-Term Advisor – Marketing

Zelna Linde

Short-Term Advisor – Marketing

Years in the industry: 1991 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios. National Diploma in Marketing & Sales Management Zelna started her career in the short-term insurance industry in 1991 with Auto & General in Pretoria as a broker consultant. In 1994 she joined Monument Brokers in Roodepoort servicing various insurance brokers in her capacity as broker consultant for Monument. In 2001 she joined PSG as a broker looking after personal and commercial clients, and getting exposure to the entire insurance broking process, from marketing to claims. In 2003 she joined Multi Insurance Brokers where she further extended her client base. In February 2009, she started her own short-term insurance broking business, Eikestad Insurance Brokers, in Stellenbosch. She joined Origin in 2013. Avid Boxer, loves a good party and a good Johnny Walker

Juanita Malherbe

Short-term Advisor - Marketing

Juanita Malherbe

Short-term Advisor - Marketing

Years in the industry: 1987 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios. Business Management Development Certificate (NQF 6) FETC in Short Term Insurance (NQF 4) National Certificate in Secretarial (NQF 5) Juanita started her career in financial services in 1987 with Sanlam and continued to work the insurer until 1996. During this period she was part of the Market Research and Management Statistics department, where she worked with representatives, brokers and regional offices of Sanlam countrywide. She also worked as Project Assistant Manager on product research, systems design and IT development. In 1999 she started work for Sanlam Broker Services in, Bellville, Cape Town, as a personal assistant to the senior legal. She also has experience in life, medical and short-term insurance. Juanita registered her own business in 2001 and started working in my own brokerage where apart from insurance she was also involved in property development and bond origination, but from 2008 focussed and specialised only in short-term insurance. She serves on the FIA Tygerberg committee.

Johan Graaff

Financial Advisor - Short-Term

Johan Graaff

Financial Advisor - Short-Term

Pippa Truter

Short-Term Advisor – Marketing

Pippa Truter

Short-Term Advisor – Marketing

Years in the industry: 1984 to ... Key role: Short-Term Advisor – marketing, building and maintaining clients’ portfolios Diploma in Accounting FIAS – Commercial Insurance Pippa started her career in the financial services sector in 1974. Pippa has worked in the financial services industry for many years and has witnessed many changes. She’s passed all the compulsory exams and requirements legislated for the short-term insurance industry and is a member the FIA. Love going to wilderness destinations, camping, yoga, long walks, has a soft spot for anything sweet

Werner Lubbe

Financial Planner

Werner Lubbe

Financial Planner

Years in the industry: 2006 to ... Key role: Certified Financial Planner Werner Lubbe started his career in the financial services sector in 2006. He holds the following qualifications: Baccalaureus Accounting - University of Stellenbosch Honneurs-Baccalaureus Computationis – University of South Africa Chartered Accountant (SA) - The South African Institute of Chartered Accountants Postgraduate Diploma in Taxation Law - University of Cape Town Postgraduate Diploma in Financial Planning (CFP®) - University of the Free State Advanced Postgraduate Diploma in Financial Planning (CFP®) - University of the Free State Werner started his career at PWC as article clerk, did his compulsory national service at SARS, thereafter internal auditor at Distell. Before joining Origin, Werner worked at Sanlam for 14 years, as Senior Financial Adviser and Principal at Suggero Wealth Bluestar. Prior to joining Sanlam, he was a Commercial Banker and a Financial Manager at two JSE Listed Companies. Crazy about beautiful scenic views, camping, bulldogs, motorcycles, and the South African platteland.

Johan Kühn

Short-term Advisor - Marketing

Johan Kühn

Short-term Advisor - Marketing

Years in the industry: 1984 to ... Key role: Short-Term Advisor - marketing, building and maintaining clients' portfolios. Bachelor of Science (B.Sc) Intermediate Certificate in Business Studies Certificate in Management Development Managing Director, MTI Insurance Brokers (Own business 1984 – 1999) Managing Director, Glenrand MIB, Boland (2000 – 2012) Senior Short Term Insurance Advisor, FNB Insurance Brokers (2013 – 2016) Portfolio Manager, Short Term Insurance Advisor, Origin Financial (2017 – Current) Can survive on a braai 7 days a week, love the outdoors, serious petrol-head, loving motor sport, radio control model planes Humor makes me survive life's hardships.

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