FPI Convention Speakers

MC – Pulane Sekepe

Pulane Sekepe has always been passionate about the entertainment industry, especially television and film, believing it’s one of the most influential tools in the world. Her production career started as a casting coordinator on the series High Rollers on SABC 3 where the “producing bug” bit her… Following that she worked as a production assistant and researcher on Die Van Coke Show. Pulane debuted as a producer on the Via TV dating show Se Vir Mamma and is currently producing season 2. She not only has experience from a production perspective, but also spent many years in front of the camera, appearing on stage as well.

Her accolades include a leading role in the renowned The Market Theatre production of You Fool, How Can The Sky Fall and the Innie Bos Production Be(t)roudag. She’s taken on diversified parts ranging from comedic characters, like Cecilia in the KykNet series Die Kasteel to more dramatic ones such as the gritty street hustler in the Silverskermfees film Spoorloos. The dynamic twenty-eight-year old also hosted fan favourite TV shows like Via’s Kom Ons Trou Nou, Pasella and Naweek. Her love for radio landed her a spot as the traffic presenter on the Martin Bester Drive Show on Jacaranda FM. Pulane is currently starring in Die Vlieënde springbokkie a sitcom on SABC2.

Pulane’s illustrious and varied career has equipped her with a wholistic understanding of the entertainment industry which she still continues to work-, learn- and grow in today.

 

Kirsty Scully, CFP®

Kirsty Scully, CFP® is the Chairperson-Elect of the Financial Planning Institute of Southern Africa, and this keeps her at the forefront of legislative changes within the financial planning profession.

In addition to this, Kirsty is a Senior Financial Planner at Core Wealth Advisory Services in Cape Town, working with high net-worth individuals, many of them are visionary businesswomen, retired individuals and emerging entrepreneurs. With a track record as a financial planning professional that spans three decades, she gives pragmatic advice and approaches her client interactions on a detailed and highly professional basis.

Not only is she a public speaker on international radio and TV broadcasts, but she is also an aspiring author of her book Financial Planning Conversations. She was awarded the Financial Planning Institute’s Media Award for her immense contribution to financial planning through the media. Her achievements in the profession were also recognised when she was a finalist in the Businesswomen’s Association of South Africa, Regional Business Achiever Awards.

As if Kirsty’s life isn’t busy enough, she still makes time to ensure a balanced and healthy lifestyle. Keeping strictly to professional 8am to 5pm hours, she rises early in the morning either to walk or run around her suburb or spends time keeping fit with figure-skating at the ice-rink. She is incredibly involved at her church leading a group called Women of Influence. As hobbies, she loves interior decorating and craft painting. Travel is Kirsty’s passion and she loves cruising which, through careful saving is paid for by the time the holiday rolls around….. now that is leading by example!

 

Mariette Tappan, CFP®

“Because I care” and believe that wisdom, integrity, honesty, growth, perseverance, excellence, and courage are the foundation of my values, and the reason people trust me.

My love for nature, art, music and travelling equipped me with insight, inspiration and appreciation which has given me a unique opportunity to enrich the lives of the people I meet.
Marielle, my daughter of 30 is running her own successful editing company and my son Kerwin, 25 is creating his niche in life in the construction industry. They give me purpose and joy.

I grew up in the bushveld and matriculated as Head Girl from Pretoria Commercial High School, received a BCom degree at the University of Pretoria, been nominated for Businesswoman of the year in the 80s, President of the Junior Chamber of Commerce in Pretoria, director of an international marketing and export business for 10 years and achieved the highest international qualification as a Certified Financial Advisor and am the first Certified Financial Transitionists Planner in Africa. I have a passion for professionalism, serving in the industry for 30 years and now I enjoy paying it forward. I also serve as a Non-Executive Director on the board of an ALTX listed company.

I was awarded the highest rating of 5-star VIP Executive Consultant status at Liberty Life, as the only active female consultant to do so in 30 years. This was only possible due to my consistent level of service towards my clients, with whom I work so closely. My clients appreciate who I am, they trust me as we work together to achieve their life goals of which financial security is but one of the pillars.

I believe in staying relevant and has therefore recently gone through my own transition by joining Adviceworx to provide independent advice.

The most important legacy I want to leave is knowing your true self and loving others the way you do yourself, as this will make a change in the smallest of things – which will become the biggest of things.

 

 

Louis van der Merwe, CFP®

Louis van der Merwe is the co-founder and director of WealthUp (Pty) Ltd, an FPI Approved Professional Practice, situated in Durbanville, Cape Town. He was also a finalist in the 2018 Financial Planner of the Year competition.

He completed his B.Comm degree at the University of Stellenbosch as well as the Post Graduate Diploma in Financial Planning (Stellenbosch University) (cum laude). Further to this, he finished his Advanced Post Graduate Diploma in Financial Planning at the University of Free State, specialising in investment management, and has spent the last 10 years providing advice to individuals and companies.

Louis has a passion for technology and entrepreneurship and enjoys spending time trail running in and around Cape Town.

 

Nici Macdonald, CFP®

Nici Macdonald holds the position of HOD: Certification at the Financial Planning Institute. Nici has a strong legal background and is passionate about the future of financial planning and financial advice in South Africa.

Nici has extensive experience in practice management within a financial services provider, specifically, the operational support needed and procedures underpinning the financial planning advice process. She has acted in the capacities of wealth advisor and fiduciary advisor for many years before taking up the position at FPI. Academically, Nici was involved with the University of the Free State in drafting material, setting examinations, and lecturing for the Advanced Diploma in Estate and Trust administration.

Nici holds an LL.M (Private Law) which was awarded Cum Laude, as well as an Advanced Postgraduate Diploma in Financial Planning from the UFS. In 2009 Nici received the award as best student for the Practical Case Study and in 2012 the award for the best student in Estate Planning from the University of the Free State. She holds the CFP® designation as well as the FPSA® designation from the Fiduciary Institute of Southern Africa.

 

Francois Du Toit, CFP®

Francois has worked in financial services since 1994 and has established himself as a subject matter expert in financial and tax planning and the go-to resource for many financial professionals. He further has knowledge on different IT platforms used in the industry.

Francois founded PROpulsion Learning and Technology in 2015. The business serves financial professionals and their support staff in South Africa first, and globally second.

Francois recently received the “It starts with me” award from the Financial Planning Institute of Southern Africa in recognition of his contribution to the profession.

His passion and care for the financial profession are lived out through his show that he hosts.

“PROpulsion LIVE” is a live video show on LinkedIn and YouTube where he shares and inspires the audience. He regularly interviews local and international guests. With over 140 episodes and counting, the show has been referred to as the “Bible for Financial Planning businesses”.

“PROpulsion Podcast” is the audio experience and like the live show but often features different guests and topics.

On the back of these shows and amazing collaborations with local and international specialists, PROpulsion Pro was recently launched, which offers a unique dedicated, distraction-free space for financial professionals. A first for South Africa.

He regularly speaks at conferences, both locally and internationally, and is often asked to moderate panels or to host events. Francois has articles published in FANews, Money Marketing and on his blog and LinkedIn profile.

Francois holds a Bachelor of Commerce in Risk Management and a Post-Graduate Diploma in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® Professional.

 

Susan Bradley, CFP®

 

Releasing information soon… 

 

Noel Maye, MBA, CAE

Noel Maye is Chief Executive Officer of the Financial Planning Standards Board (FPSB). Before joining the organization, Maye was Senior Vice President of Certified Financial Planner Board of Standards, Inc. (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 (CAE) 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.

 

Tashia Batstone (FP Canada)

 

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Dante De Gore, CFP® (FPSB) 

 

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Sarah Abood (FPA Australia) 

 

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Lelane Bezuidenhout, CFP®

Lelane has been in the financial services industry since 1999. She started in a back office of a large insurer and moved to various other departments over the years where she learned about normal policy servicing, intermediary support, death, disability and related claims, compliance, and complaints management as well as marketing and distribution for both “tied” and “independent” channels. Over the years she studied, as a working mom, to become a CERTIFIED FINANCIAL PLANNER®. She is extremely thankful to those who assisted her and mentored her over the years.
Her strengths are positivity, developer, connectedness, leader, and relator which explains her passion for people and fixing broken processes and connecting the dots that are not always seen by all.


After 11 years she left the large insurer to join the Office of the Ombudsman for Financial Services where her learning journey continued. As a case manager she investigated mostly property syndication cases and prepared matters for determination in close consultation with the members of the then adjudication team. In dealing with some of these matters it became clear to her that there is a lot more that the industry can do to ensure that we have competent financial advisors and planners serving the public at large. This is where her journey at FPI began as the Certification Manager, then the Head of Certification and Standards.


Today after a journey of a little over 20 years, Lelane is the current CEO of the FPI where she continues to make a difference in the lives of all as best she can in serving the FPI’s vision “Professional financial planning and advice for all”. She believes that we have a great profession that is yet to achieve its fullest potential!

 

Craig Gradidge, CFP®

 

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Luke Martin, CFP®

 

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Johan Minnie, CFP®

 

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David Kop, CFP®

Like many in South Africa David got into financial planning by accident. Twenty-two years ago, while on the path to becoming a Chartered Accountant, he applied for what he thought was an accounting job, but was actually a service clerk at an insurer. This began a 20 year plus love affair with financial services.


David then switched his study pathway to pursue the respected CFP® designation.


During his career David fulfilled many roles including telephone sales, personal assistant, administration manager, tied financial adviser, para planner and lecturer, as well as owning his own financial planning practice David is a CFP® professional and Certified Financial Educator Instructor.


In his current role as Director for Relevance at the FPI enjoys engaging with members and representing member and consumer interests at the regulators and policy makers. David’s goal is to ensure that financial planning can be viewed as a profession alongside the traditionally recognised professions.


When not focusing of achieving profession status for financial planning, David spends time with his wife and two daughters driving them crazy with bad dad jokes and spending as much time in the great outdoors as possible.

 

Paul Grimes, CFP®

Paul Grimes, CFP®, Chief Professionalism Officer at the Financial Planning Standards Board Ltd. (FPSB), leads the development and positioning of the body of knowledge, professional standards, certification requirements and oversight framework for the global financial planning profession in partnership with the FPSB Professional Standards Committee, the FPSB Network and other stakeholders.

Prior to FPSB, Grimes ran his own financial planning and consultancy practice and served as the CEO of FPSB Ireland Ltd. for more than a decade.

Grimes drives FPSB’s thought leadership in financial advice professionalism, guides territory-specific application of FPSB’s standards and certification requirements; and oversees the creation of the delivery of FPSB’s education content and certifications internationally.
Grimes lectured in financial planning at a post-grad level for 11 years.

 

TBC

Releasing information soon…

 

Katie Braden, CFP®

Click to watch introduction video here: Boosting Client Engagement

 

After 16 years in the profession, Katie Braden, CFP® has combined her passions and expertise to focus on helping financial advisors easily leverage video throughout their businesses through her company, Innovating Advice.

Katie is bullish on the power of authentic video to change the public perception of financial advice and financial planning. She loves working with financial advisors to help them improve their virtual meeting setup, build confidence on camera and use video to grow their brand, attract more of their ideal clients or better communicate with their existing clients.

She does this through her 3-month Video Creation Masterclass, monthly video workshops and Innovating Advice Community (IAC) which provides all the tools, support and resources financial advisors need to embrace the power of video.

Katie obtained a degree in photography from RMIT University in Melbourne, Australia before returning to the U.S. and joining her mother’s RIA. She left in 2013 to start one of the first completely virtual, subscription-model financial planning businesses and then pivoted to working, speaking and consulting with financial planners in 35 countries, encouraging them to innovate in all areas. Katie is also a Private Pilot and loves the freedom of the skies, whether flying herself or traveling around the world with her husband, who is a professional pilot.

 

Captain Londy Ngcobo

 

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Dr. David Molapo

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James Faber


James Thomas Faber commenced his studies at the University of the Free State in 1997 and obtained the BProc degree in 2001 and the LLB degree in 2002. In 2003 he obtained the LLM (cum laude) in Private Law for which he received Academic Honours Colours. He successfully completed the School for Legal Practice in 2002 and was admitted as an attorney in the High Court of South Africa in 2003.


He was appointed to the Department of Private Law at the University of the Free State in 2007. His field of specialisation is the Law of Succession which, along with the Administration of Estates, he teaches at under- and postgraduate levels. He obtained his PhD degree at the University of the Free State in 2020 in his field of specialisation with a thesis titled: “‘n Begripsmatige beskouing van die testeerhandeling ter toeligting van testateurs-bedoeling in die Suid-Afrikaanse erfreg” (“A conceptual view of the act of testation to elucidate testators’ intention in the South African law of succession”). He has delivered papers at a number of local and international conferences and is also the author of a number of accredited research articles.

 

David Le Page 

David Le Page is the coordinator and co-founder of Fossil Free South Africa, the campaign for fossil fuel divestment and sustainable reinvestment. Fossil Free SA is part of the global fossil fuel divestment movement, which has become the biggest ethical investment movement in history. In early 2022, Fossil Free SA helped push the University of Cape Town, Africa’s top-rated university, to commit to fossil fuel divestment. David’s expertise in ethical and sustainable investment builds on 20 years of experience as a human rights, environment and climate journalist, including with the Treatment Action Campaign and Mail & Guardian.

 

Anne Cabot-Alletzhauser

 

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TBC

 

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  Rob Macdonald, CFP®

 

Rob is Head of Strategic Advisory Services at Fundhouse. In this role he offers consulting, coaching and facilitation services primarily to independent financial planning and asset management businesses. He also designs, develops and facilitates training programmes in the areas of both Practice Management and Behavioural Coaching.

Rob has held several senior executive positions in the investment industry and has worked as an independent coach and consultant. Before joining the industry, Rob was Director of the MBA Programme at the UCT Graduate School of Business. He has a MPhil degree in Management Studies from Oxford University, is a CFP® Professional, and is trained in coaching and counselling.

 

Lyndwill Clarke


Mr Lyndwill Clarke, Head: Consumer Education a position he’s held since 2011. He has a Senior Teachers Diploma, Bachelor of Science, Bachelor of Education and Master of Education degrees (University of the Western Cape). He served as a Teacher of Mathematics and Curriculum Adviser at the Western Cape Education Department, and Chief Education Specialist at the Department of Basic Education, before joining the then Financial Services Board as a Senior Project Manager in 2006.


Lyndwill is a member of the Advisory Board, the Technical Committee and the various Working Groups of the OECD’s International Network on Financial Education (INFE), and a member of IOSCO’s Committee 8 on Retail Investor Education. He is also the former Chairperson of the Consumer Financial Education Technical Committee of the Committee for Insurance, Securities and Non-banking Authorities (CISNA). CISNA facilitates the development and implementation of a harmonised, risk based regulatory framework for member states in Southern African Development Community (SADC).

 

Farzana Badat

 

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Kingsley Holgate

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