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 (CFP)
* 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
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 focusses on holistic planning, including wealth and investments, life insurance, and aspects of the health business.
*Executive Development Programme (Unisa)
*B.Com Economics (University of the Free State)
Johan is a financial services industry executive and professional with three decades’ experience in retail banking, wealth management, life insurance and short-term insurance.
Over the past 12 years, his roles have all been at executive and director level at Standard Bank and Alexander Forbes, respectively.
Sharks supporter, athletics fanatic
CFO and heads up the Tax and Accounting division. He forms part of strategic management of the group and directly supports the CEO and Managing Executives.
* B.Com Management Accounting (University of Stellenbosch)
* Chartered Accountant (CA) (SA)
* Professional Tax Practitioner (SA)
He began his career as an Audit Assistant at the Auditor General in 1997, specialising in local government audits, and formed part of a team that developed a simplified, cost-effective audit system for small statutory institutions.
Since then, he’s held positions as an accountant in the private sector, as financial and administration manager for a large company in the agriculture sector, and head of business development and restructuring at a medium-sized firm, where, under his supervision, the client base increased by 75% in one year.
In 2008, Stefan started his own practice with the main focus on delivering accounting, tax and business support services to the SMME market. He was in private practice for six years before joining the Origin Financial Group.
Whiskey snob, golf ringer and night owl
* 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
* 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 Advisers, 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.
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
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
* 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
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 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
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
Mariette heads up the Administration department at Origin Wealth and Health.
* Higher Certificate in Financial Planning (NQF5) (Milpark School of Financial Planning)
* Currently completing Advanced Certificate in Management (NQF6) (Milpark Business School)
Mariette’s previous experience includes positions at Old Mutual, and Ferreira & Associates Financial Services. During this time she gained experience in management and administration of a financial services provider.
Dog lover, organiser, avid camper and explorer, party lover
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
Director, and Partner at MST Cape Town
* B.Com (Accounting Science)
* B.Compt (Hons)
* Certificate in theoretical accounting
* CA (SA)
Loui’s career began in 1993 with Van Sitters Auditors, before starting his own practice in 1998 where he served as Director. He currently serves as Director of MST Cape Town.
Director and partner in MST Cape Town (Pty) Ltd, with general focus on tax compliance and structures, company law compliance and financial accounting to a large portfolio of clients
* Professional Accountant (SA)
* Independent Reviewer (SAIPA)
* B.Tech Taxation; B.Tech Internal Audit
* Certificate in Estate Administration and Planning
Coffee lover, tea hater, ex SA touch rugby player, mountain biker, always has a serious joke waiting around the corner
* B.Tech Internal Auditing
* Professional Accountant (SA)
* Professional Tax Practitioner (SAIPA)
Weekend masterchef, Jan Braai se baas, movie lover, closet gamer, mountain biker, unable to remember a good joke
* 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 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.
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