John Campbell is the CEO of an independent financial planning practice, Chartered Wealth Solutions. John joined the industry 24 years ago and is a CERTIFIED FINANCIAL PLANNER® professional. He ensures that he keeps up to date with trends in the industry; he recently attended the 2018 FPA Annual Conference in Chicago as the only South African delegate! He applies the insights, practical strategies and knowledge gained there at Chartered Wealth Solutions.

John was the FPI Financial Planner of the Year in 2008, and delivered the key-note address at the 2009 FPI Convention. John has appeared on CNBC Africa, Summit TV and 702 Talk Radio, and has presented at many conferences and run workshops for Financial Planners around South Africa. He has written numerous articles for a variety of industry publications, including Business Day and Personal Finance.

John remains committed to seeing the financial planning industry gain greater credibility, as increasingly clients recognise the value of professional and holistic advice.

Nastassia Arendse is the host of ‘The SAfm Market Update with Moneyweb’ and she writes for the African Independent Newspaper focusing on business and economic issues across the African continent. She also hosts ‘Change Your Game’, an entrepreneurship show at the South Africa Broadcasting Corporation (SABC).

Having debuted on radio as a traffic reporter for YFM (99.2 FM), Nastassia has been in broadcasting for 7 years, and has worked in both television and radio. As a television anchor, she presented Closing Bell East Africa and Open Exchange on CNBC Africa.
Isaah is an economist with more than eight years’ experience in the broader financial services industry, having held senior positions in both the private and public sector. He is currently the executive chief economist of Alexander Forbes Investments. In this position, he’s responsible for identifying macroeconomic risks and opportunities that benefit the business, its clients and investment processes.

He also helps execute strategic objectives that are in line with the priorities of the Alexander Forbes group and driving the Living*Investing approach internally and externally.
Advocate Phoofolo, CFP® is an Advocate of the High Court of South Africa. Obtaining his LLB, LLM (International Law), Postgraduate Diploma in Financial Planning and Advanced Postgraduate Diploma in Financial Planning from the University of the Free State (UFS). He is a business development manager, Wealth Advisory with Standard Bank Wealth and Investment.

Advocate Phoofolo served, and still serves, on various other FPI Board Sub-Committees, including the FPI Disciplinary Committee (from 2010 to 2012), FPI Strategy Committee, FPI Remuneration Committee, as well as the FPI Nomination and Compliance Review Committee.
Dr. Moira Somers is a clinical neuropsychologist and professor who brings to the business world an impressive breadth of expertise in brain functioning, behaviour change, and mental health. As a Consultant and Executive Coach, Dr Somers works with a wide array of financial organizations, including regulatory bodies, banking institutions, small private wealth management firms, and major accounting, insurance, and investment companies. She also maintains a private practice in wealth psychology, with a focus on the needs of high net worth clients and their families. Dr. Somers is the author of "Advice that Sticks, How to Give Financial Advice that People will Follow" an Amazon #1 bestselling book that has also been identified by Michael Kitces as one of 2018’s top recommended reads for financial services professionals.

Further information about her work is available at

Kim is considered one of South Africa’s leading authorities on holistic Financial Planning in the retirement sector. Kim is passionate about merging a clients’ goals and dreams with their Financial Plan to enable a life filled with inspiration and meaning.

Kim is a Registered Financial Life Planner, a CERTIFIED FINANCIAL PLANNER® professional, an accredited ICF (International Coaching Federation) Coach and a New Money Story® Mentor Coach. Her Industrial and Clinical Psychology degrees further enable her to assist clients in merging their money with meaning.

Kim is at the heart of Chartered Wealth Solutions’ philosophy of a transformative process that starts with a client’s life goals and then aligns their financial resources to enable their best possible life. She is a workshop facilitator, inspirational speaker, and active media personality, appearing on television, radio and social media channels, and is regularly invited to speak at industry events.

Kim, together with Chartered Wealth Solutions, established a consumer Retiremeant™ lifestyle website: which serves to support and inspire people who are in, near, or at retirement. Kim also founded the Women in Finance Network, a forum for women in the financial services industry where members meet through organised events and are able to share experiences and learn from one another.
Noel Maye is chief executive officer of Financial Planning Standards Board (FPSB), the global standards authority for financial planning and owner of the international CERTIFIED FINANCIAL PLANNER® certification outside the U.S. Before joining FPSB, Maye was senior vice president of Certified Financial Planner Board of Standards (CFP board) in the United States, where he oversaw the international, legal, consumer and public affairs, and communications departments, and served as corporate spokesperson.

Prior to CFP Board, he was an associate with Ogilvy, Adams & Rinehart, a New York-based public relations firm, where he specialized in working with financial services clients. Maye holds the Certified Association Executive credential, completed the National Association of Corporate Directors’ director training program, and qualified as a lead auditor for certification bodies through the American National Standards Institute. Born and raised in Ireland, he holds an undergraduate degree in electronic engineering from Trinity College Dublin, an MBA in business administration from the University of Colorado and INSEAD’s Executive Certificate in Global Management.
Brett is the Founder of FP Advance and the Uncover Your Business Potential programme. He helps financial planning professionals advise better and live better by growing more profitable without losing their social purpose (or soul).

Professional Adviser magazine rated him one of the Top 50 Most Influential people in UK financial services on three occasions - an honor backed by his robust “Black Book” of powerhouse contacts.

Brett’s mission: to wipe out the musty old “conflict of interest” model and turn the financial planning industry upside down, one firm at a time. He’s made great headway, having worked closely with hundreds of financial planning firms in the UK, Ireland and the Netherlands to make their businesses more fun, client-focused, and profitable.

Before coming to the UK he was a partner in a leading Sydney-based financial planning firm, and helped change it from a stodgy, commission-based insurance business into a breakthrough, ‘win-win’-style financial planning firm before his exit at the end of 2003.
Gugu Sidaki counts herself privileged to have been able to garner valuable financial services experience and expertise in her career, having fulfilled various roles in different companies.

As a member of the Standard Bank Graduate programme, Gugu was well positioned to undertake a two-year stint at Citigroup in London following her graduation. Thereafter, she was a stock broker at Barnard Jacobs Mellet, where she was tasked with the trading of equities on the Johannesburg Stock Exchange. It was at this company that she was introduced to wealth management, and began to service high-net worth clients.

When the company was bought over by the FirstRand Group, Gugu became a Wealth Manager under the RMB Private Bank brand. After almost 10 years there, she decided to apply her entrepreneurial strengths and co-founded Wealth Creed, where she is currently Director and Wealth Manager.

Gugu holds a Bcom Economics degree from the University of Pretoria, a Bcom Honours degree in Investment Management from the University of Johannesburg, and a post-graduate diploma in Financial Planning from the University of the Free State.
Sunél Veldtman is the visionary behind Foundation Family Wealth. She has a 21-year history in finance and has advised and consulted to some of the wealthiest families in South Africa. Sunél is passionate about helping people utilise their resources to bring balance and happiness to their lives.

Sunél's experience also includes trading on the money market, bond and equity markets, both locally and abroad, portfolio management, retirement planning and private client wealth management. With her background in economics and her deep understanding of the financial markets, Sunél has become a sought-after wealth manager. Before her engagement at BJM Private Client Services, Sunél worked in institutional asset management and life insurance, where she gained experience in market research, investment marketing and fund management.

Sunél is also the author of ‘Manage Your Money, Live Your Dream’, a financial guide for women. Sunél has the unique ability to make complicated financial matters straightforward and applicable. As a workshop facilitator and author, Sunél inspires individuals to use their money to live the life of their dreams.

She has a particular interest in financial wellness for women. Sunél holds an Honours Degree in Economics, is a Chartered Financial Analyst and a Certified Financial Planner as well as a Member of the Institute of Stockbrokers and the Financial Planning Institute.
Gyongyi King joined Alexander Forbes Investments as deputy chief investment officer, leading the investment research team. Gyongyi has been Caveo’s CIO for the past seven years.

Caveo has been one of the largest and most successful fund of-hedge fund businesses in South Africa, largely due to the investment leadership provided by her. She has over 18 years’ investment experience, with a focus on multi-management in the alternative investment arena
Craig has been a financial services professional in Australia for over 25 years. After working as an actuary in the retirement savings and insurance industries, he began his career in financial planning as a practitioner with small, medium and large institutions, before moving to the Australian financial ombudsman seven years ago.

As the senior manager for financial planning and investments, he oversaw all aspects of the financial planning and investments framework with the Ombudsman scheme, including managing the team of case managers dealing with complaints, and managing the operations and policy for how the Ombudsman scheme deals with complaints.

Craig regularly presents to stakeholders on best practice in financial advice, conduct and risk management, and has spoken at the Australian Financial Planning Association annual conference on issues and trends in financial advice complaints.

Caroline Da Silva joined the Financial Services Board in September 2013 as Deputy Executive Officer. In this role Caroline is the Deputy Registrar of FAIS and supervises all Financial Service Providers across all of the financial services sectors. She is also responsible for Consumer Education at the FSB. In 2013 Caroline was also appointed to the Governing Body of a new international organisation of financial consumer protection supervisory authorities aimed at advancing the G20’s financial consumer protection agenda.

Prior to this appointment Caroline worked in the insurance industry for the last 27 years holding various positions in both the broking and underwriting disciplines as well as Deputy CEO of The South African Insurance Association. She resigned as an Executive of Mutual and Federal Insurance company where she headed up Sales, to join the FSB. Throughout the 27 years in the industry Caroline was always actively involved in Regulation and sat on a number of Board and Advisory Committees appointed by various Ministers. She was appointed to the FSB FAIS Advisory Board 10 years ago so is not new to the FAIS environment.

Wouter Fourie, CFP® is the CEO of Ascor® Independent Wealth Managers, one of the first multidisciplinary practices in South Africa. Ascor was crowned the Best Advisor Practice for South Africa in 2016 and again in 2018 as awarded by International Advisor magazine, a UK-based global publication.

Wouter is an Advanced Post Graduate Qualified Financial Planner (Investments and Estate planning) with more than 22 years’ experience in the field of comprehensive financial planning and Wealth Management. He is also a qualified Professional Accountant (SA) with postgraduate qualifications in advanced taxation.

Wouter Fourie, CFP®, won the 2015/2016 FPI Financial Planner of the Year award sponsored by Personal Finance, which honours the most proficient professional financial planner in the profession. He was recently named on the IA100 list by the International Adviser magazine as one of the 100 most influential individuals in the Financial Planning industry, globally. Wouter is actively involved in financial literacy education and served on the FPI Board of Directors and as Chairman of the FPI Centre for Professional Development until 2018.

In 2018 Wouter co-authoring the best seller “The Ultimate guide to Retirement in South Africa”, with Bruce Cameron. His previous book was published in 2016 and co-authored with Anton Swanepoel CFP® called “The Code of Ethics – Business Manual for CFP® Professionals”.
Not to be discouraged by some challenges during the early part of his life, Sandro Forte has built one of the UK’s most successful and highly respected businesses, with individual and corporate recognition and awards too lengthy to list. His book, ‘Dare to Be Different’ has sold over 400,000 copies, across more than 60 countries – and it is now published in 8 languages.

His success strategies have made him one of the most sought-after speakers in the world today. His keynote presentations have captivated hundreds of thousands of people and transformed businesses such as Virgin Atlantic, Lloyds Bank, The BBC, Apple, BMW, Prudential, Mercedes, AIA, MetLife, AXA, HSBC, AVIVA, Hilton Hotels, Yahoo and Microsoft. His Success Masterclass programmes have been voted the best sales and marketing workshops in 18 countries – with a guarantee to improve personal performance by a minimum of 30% in just 90 days.

Sandro Forte clearly knows the secrets to success and he shares them, using simple, practical and transferable ideas, to help others achieve their objectives.
Lisa Linfield has been in Financial Services for over 20 years. She’s worked in both South Africa and the UK for companies such as Halifax Bank of Scotland, Citigroup, Deloittes, Nedbank and Hollard. She left in July 2017 to start her own wealth management business, Southern Pride Wealth.

Lisa is a CFP® and FPSA and a member of FPI and FISA (Fiduciary Institute of South Africa). She holds a B.Com (Hons) in Financial Planning from UJ, Certificates in Corporate Finance from London Business School and Distribution Management from Insead, a postgrad from Oxford University and a B.Sc (Hons) from Wits.

Her passion lies in teaching women about money – how to make it, invest it and protect it. As such, she’s set a personal target to teach 1 million women in seven years. This led her to start her second business to focus on teaching. She hosts a weekly podcast show, Working Women’s Wealth, which has had over 10,000 downloads and writes a blog and has training videos on that website. She also has online training courses to help teach people how to make more money, invest it, and protect it.
Douglas Kruger has been inducted into the ‘Speakers Hall of Fame’ by the Professional Speakers Association of Southern Africa, an honour reflecting excellence in his craft and dedication to serving clients.

He is the author of six business books with Penguin, focusing on a range of topics that include business innovation, public speaking, brand building, and how to become the leading name in an industry. His clients include leading brands like Standard Bank, HP, MultiChoice, Samsung and more.

He is a member of the Global Speakers Federation, ToastmastersInternational, and Mensa, the High-IQ Society. Douglas is also the only person ever to have won the Southern African public speaking championships a record five times. The Global Speakers Federation and National Speakers Association accredit him as a ‘Certified Speaking Professional.’ View his daily motivational videos at
Fatima holds an MSc in Applied Mathematics and has over two decades of experience in financial markets. She is responsible for ensuring that institutional investor needs are being met and for strategically advancing the positioning of the business within the sector.

Fatima has over the years received numerous accolades both domestically and internationally including the Ernest & Young World Entrepreneur Southern Africa Emerging Category award.

Fatima is also an active member of the Association of Black Securities and Investment Professionals (ABSIP) and is a director of the Association for Savings and Investment South Africa (ASISA).
Craig holds a BCom (Wits), BCom Honours (UNISA), Post Graduate Diploma in Financial Planning (UFS) and an MBA (UCT). He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of Southern Africa (FPI).

He is Vice Chairperson of the Investment Competency Committee of the Financial Planning Institute of South Africa. He serves as an Independent Expert on the Investment Sub Committee of Medshield.

He has been in the industry since 1996 and has gained experience at an operational, management and executive level in a number of large financial services companies.
Naresh Tulsie assumed the role of the FAIS Ombud from 1 May 2018. The Ombud’s office considers and adjudicates on complaints by consumers against financial services providers in a procedurally fair, informal, economical and expeditious manner. The mission of the Office is to promote consumer protection and enhance the integrity of the financial services industry.

Naresh is an admitted Attorney and has acquired first-hand experience and expertise having worked in a variety of positions in the financial services industry for over 20 years. He has worked with Insurers (long-term and short-term), a prominent bank as well as intermediary organisations. For 7 years he also occupied the position as an Assistant ombudsman at the Offices of the Ombudsman for Short-term Insurance. He gained strategic planning, organisational, corporate governance, alternative dispute resolution, negotiation, compliance, risk management, conflict management and business management skills during his stint in various senior management roles in the financial services industry.

Naresh is a Strategist, Mentor and Coach, Business Advisor, thought-provoking Speaker and Writer. He is an avid reader and displays a keen interest in evolving technologies in the financial services space and displays a passion for complaints resolution.
Joey had a dream to race his motorbike in the Dakar Rally. A race widely known as the longest, toughest and most dangerous off-road race in the world, that has claimed the lives of 70 people over its 39-year history. His dream, along with his life as he knew it, was shattered in 2007, when during a local race in South Africa he was hit by another biker and amongst other serious injuries he broke his back, crushing his spinal cord leaving him completely paralyzed from just below his chest. The injury was diagnosed as a T8-T9 incomplete spinal cord injury with about a 10% chance to walk again. Joey still determined to chase his Dakar dream, used it to fuel his motivation to recover. It took him nearly 10 years, with many more challenges, successes and lessons learnt along the way, until on the 2nd of January 2017, Joey stood as a competitor on the start of the Dakar Rally in Asuncion, Paraguay.

Qualifying to race the Dakar Rally was an incredible achievement in itself, but the unbelievable events that followed during those next 9000km across South America tested him beyond what he could have ever imagined. An unforeseen and catastrophic twist in the plot created a final chapter you simply couldn’t make up!

Joey shares a message of determination in the face of insurmountable odds. A true to life struggle of chasing a dream while not only overcoming physical disabilities but also living in the real world with its daily pressures and challenges. His presentation will leave you with a new perspective on your own challenges and the renewed drive to chase your own goals and dreams.