FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (SEC 21) INDUSTRY SECTOR GROUP COMMITTEE ELECTIONS 2008 SHORT CV S OF NOMINATED PERSONS

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1 FINANCIAL PLANNING INSTITUTE OF SOUTHERN AFRICA (SEC 21) INDUSTRY SECTOR GROUP COMMITTEE ELECTIONS 2008 SHORT CV S OF NOMINATED PERSONS JOHANN MAREE Johann holds the following qualifications: BA and LLB degrees, Insurance and Tax Certificate, Certified Financial Planner Compliance Certificate and is registered for an LLM with a specific focus on the impact of international financial services regulation and consumerism on the financial advisory business. He was one of the six finalists in the 2004 FPI Personal Finance Financial Planner of the Year Competition. He has over 17 years experience in the financial services industry and has spent the last 7 years researching, coaching, writing articles and presenting workshops on Practice Management for financial advisers. Johann is a part time lecturer with The Gordon Institute of Business Science where he lectures to students on Wealth Management and is contributing author on the new professional practice management component of the University of the Free State s Centre for Financial Planning Law s financial planning diploma. He is also, a part time lecturer for the Centre of Financial Planning Law. He is current working hard on co writing and finishing two books on practice management which will be released during He is also completing a LLM dissertation with a special focus on Practice Management at Free State University. His public speaking activities on practice management and financial planning include guest appearances at FPI Conventions, Regional FPI chapter meetings and FPI continuing education, events, Financial Intermediary Association regional meetings and LUASA regional meetings. Johann has, recently founded a unique practice management business called The Institute of Practice Management which assists financial advisers through its practice web portal. The Institute and web portal are the passionate result of an ongoing vision that Johann and his business partners Anton Swanepoel and Marius Vermeulen had to assist financial advisers in taking their practices and the levels of their client advice and service to new heights. Johann was also the Convener of the FPI 2008 Convention committee which has raised the baron financial planning conventions in South Africa. 1

2 CRAIG KIGGEN Craig Kiggen completed his articles to become a Chartered Accountant in He has a B Com degree and a Post Grad. Financial Planning. In 2003 and 2004, he was nominated as being in the top six financial planners in South Africa and in 2005 he was awarded the runner-up position in the competition. In 2006 he was awarded the title of Financial Planner of the Year by the Financial Planning Institute and Personal Finance. He opened Craig Kiggen & Associates, an independent fee based Financial Planning company in 2001 after being very disillusioned with the Commission driven sales models. In the latter part of 2006 Consolidated came into being after the merger of two leading financial planning and benefit consulting businesses: At the time of merging the accumulated years of existence totalled sixteen years. Through this merge the business created fully established offices in Durban, Cape Town, Johannesburg and Pretoria, a staff complement of 48, and assets under management of R1,8 Billion. Craig has been a committee member on the KZN chapter of FPI for five years, heading up the Financial Planning function, and speaker co-ordination. He has presented papers around the country for various organisations and has appeared on National Radio as guest. Craig writes for many of the financial journals on Personal Financial Planning topics but has a particular passion to see the industry change from a cottage style business to that of a professionally run financial services business, which is not dependant on any one individual. RENITA VINK Renita Vink (nee Hoffman) is an admitted attorney and Certified Financial Planner. She holds a B Com LLB degree, as well as a Diploma in Tax Practice, Post graduate Diploma in Financial Planning and completed the Advanced Post Graduate Diploma in She currently holds the position of Head: Business Risk, at Standard Bank Private Banking overseeing all risk disciplines including compliance, operational, legal and reputational risk. She further acted as member of the Examination Committee for the Diploma in Financial Planning (FPI) conducted through the university of the Free State. She is a member of The Financial Planning Institute and The Institute of Bankers of South Africa. During the last 3 years she held the Vice-Chair and Chair positions of the Tax ISG and is a Board Member of the FPI. Renita has conducted various talks on financial planning. 2

3 RONALD DICKS Ronald is currently a Regional Manager at Alexander Forbes Financial Planning Consultants with 13 years experience in the financial services industry. He commenced his financial services career with Old Mutual as a Legal Advisor. He joined Investec Bank as Group Business and Investment Manager, and thereafter moved to Alexander Forbes. He commenced his career at Alexander Forbes as Legal Advisor and focused on matters involving income tax, exchange control, estate and retirement planning. He moved from the Legal Department to the Financial Planning and Wealth Management areas, and commenced consulting to high net worth individuals. He was thereafter appointed to his current role as Regional Manager, and continues to focus on income tax and various financial planning matters. He is a Certified Financial Planner and an Admitted Attorney. His qualifications include a B.Comm, LLB, Advanced Taxation Certificate and a Post Graduate Diploma in Financial Planning. He also served as a member of the Institute of Retirement Funds Legal and Technical Committee. SOLLY KEETSE B Proc, LLB, LLM, CFP Solly Keetse trained as an attorney and holds the B Proc, LLB degrees from Wits and the LLM in Corporate Law and Taxation from the University of Pretoria. He is a Certified Financial Planner (CFP ) licensee which he obtained the Diploma in Financial Planning from the Free State University. In 2003 he attended the INSETA Executive Leadership Programme offered through University of Cape Town Graduate School of Business. He has completed the 2-year M. Com (Business Management) coursework at UJ (formerly RAU) and is left with a thesis to complete by October He is currently employed as a Senior Legal Adviser: Marketing and Advice at Old Mutual. He has been Chairperson of the Investments ISG of the FPI for the past two years and a member of the Board of Directors of the FPI. He is also a member of the Board of Directors of the Institute of Retirement Funds (IRF); he is a member of the LOA Steering Committee on Tax (Policyholders) and a member of the BUSA Task Group on Consumer Protection. He writes extensively on industry topical issues. He was a co-author of the 1996 Momentum Easiguide on Tax and Investments and is coauthor of a publication titled Principles of Financial Law published by Butterworths in

4 JANET HUGO Janet Hugo is a Certified Financial Planner. Using in-house and outsourced research systems, she optimises and monitors retirement investing local and offshore selections, relative to client goals and market conditions. She has been in the retail client financial industry since 1998 and managed JSE Shares.com and the Turning Point private client financial newsletter since She has built a readership database of some 19,000 unique information subscribers. Under her leadership, Hugo Capital is co-sponsor and organises the successful quarterly Sunday Times Wealth Forum that attracts capacity audiences. She holds advanced post graduate qualifications in investment management and estate planning from the University of the Free State. Janet is Vice Chair of the Investment Management Committee of the Financial Planning Institute of South Africa. SANKIE KAMOGELO MORATA LLB, LLM Mercantile Law (UOVS), CFP (US) Sankie Kamogelo Morata graduated from the University of the Free State after completing an LLM in Mercantile Law. He is currently studying towards LLM Taxation with the University of South Africa. He is an admitted Advocate of the High Court of South Africa. He served on various committees, notably Pension Fund Forum and Employment Equity Committees. He deals primarily with Corporate Commercial Law, particularly insofar as it pertains to the Financial Services Industry. He is a marker for Damelin. He specialises in Estate planning, Business assurance, Investment planning, Retirement planning, and Tax planning. His daily office work includes conducting of legal research and rendering of legal advice. He served as a Legal advisor of Sanlam Distribution Academy. He is currently employed at BoE as a Senior Fiduciary Specialist. 4

5 PAUL RABENOWITZ Paul has been involved in education since 1996 and in financial services since Paul is a CFP Licensee. He has an Advanced Post Graduate Diploma in Financial Planning majoring in Estate Planning and Personal Risk Management, for which he attained the highest marks in the country for both modules. He is currently doing a second Advanced Post Graduate Diploma in Investment Management through the University of the Free State and also his LLB with Unisa. He is currently involved with the Marketing and Tax committees of the FPI. He works with the Centre for Financial Planning Law at the University of the Free State as a facilitator and academic advisor on selected modules of the Post graduate and Advanced post graduate diplomas. 5