Durbanville Team

Advisors

Independent Financial Advisor

Carl is specialising in personal financial and investment planning.

Independent Financial Advisor

During his career he gained specialist knowledge of portfolio construction, retirement planning, and trust fund management.

Charted Accountant

Ruan completed his Post Graduate Diploma in Financial Planning during 2014 as he began his journey in the world of financial planning.

Independent Financial Advisor

With his strong analytical skills he enjoys helping clients to build healthy investment portfolios and also focusses on post retirement income planning.

Short-Term Insurance Broker

In 2001 she was appointed as a Representative in the short term insurance industry.  She has experience in a wide range of specialised insurance policies

Support Staff

Accountant / Tax Practitioner

Shanelle takes responsibility for all bookkeeping, payroll and HR Functions in the office.

Investment Administration Assistant

Menoesj assists Carl & Cobus with new business and ongoing administration duties.

Office Assistant

Her duties include general office administration and updating of the client database.