Our Team
Fairtree Invest Team
Fairtree Invest develops and manages multi-managed investment solutions that are strategically designed to meet our clients’ bespoke investment goals. These are tailored solutions for high-net-worth individual investors, as well as financial advisors. Fairtree Invest’s main focus is to educate, equip and empower our clients to make wise investment decisions, put them on the path to a secure financial future and assist them to achieve their investment aspirations.
MANAGING DIRECTOR: FAIRTREE INVEST
BEcon, HOD,
PDFP,CFP®, RE 1, 3 & 5
Director: Fairtree Invest
HOD 4, PDFP (USB), CFP®,
RE 1 & 5
Client Services Manager
BA (USB) (Social Sciences)
Portfolio Specialist
BCom (Accounting); Qualified Accountant, Postgraduate Diploma in Financial Planning
Executive Administrator
NQF 5, RE 1 and RE 5
Investment Strategist
BCom, BComHons (Corporate Finance and Investment), eMBA
Equity Portfolio Manager
BCom (Actuarial Science), MCom (Economics)
Investment Consultant
BCompt (Hons), FCMA, PDFP (Distinction), RE 5, CFP®
Investment Consultant
BComHons (ActSc), PG Diploma Financial Planning, CFP®
Investment Consultant
BCom, PDFP, CFP®, Advanced Financial Planning, RE 5
Investment Consultant
Postgraduate Diploma in Financial Planning (UFS)
Investment Consultant
BCom, PGFP, CFP®, RE 5
Investment Consultant
NQF 5, RE 5, Ba Degree In Business Administration And Post Grad Diploma In Financial Planning.
Investment Consultant
BCom(Law), LL.B, PGDFP, RE 5, CFP®
Investment Consultant
BCom (Investment Management) PGDP, RE 5, CFP®
Junior Portfolio Operations
BCom, BComHons (Applied Econometrics), MCom (Economics)
Administrator
National Certificate: Wealth Management NQF L5
Associate Financial Advisor
Bachelor of Theology
Lead Software Engineer
BSc (Computer Systems)
Ilse van der merwe
Consultant
Dian Barnard
Consultant
Matric Certificate
Leanne Coetzee
Advanced Certificate in Financial Planning (NQF 6)
Software Developer
Certificate in Full Stack
Software Development
Wealth Manager
Bcom Investment Management.
Certified Financial Planner (CFP)
Wealth Manager
Bcom Honours. Certified Financial Planner (CFP)
Employee Benefits Team
Head: Fairtree Employee Benefits
CFP, Adv PGDFP (Estate Planning & Trusts),
Adv PGDFP (Investment Management),
BComHons (Investment & Financial Management), BEconomics, PGDFP (Financial Planning)
Investment Consultant & Employee Benefits
Postgraduate Diploma in Financial Planning
