Cape Town Office

Wealth Specialists   |   Business Development Specialists

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Wealth Specialists

Hailey Earley - Carrick Wealth

Hailey Earley

Wealth Specialist

Hailey went to school at Springfield Convent, Cape Town. She later went to Stellenbosch University which she says has been the some of the best years of her life, to date.

She has an honours degree in Agricultural Economics and BAgric Admin in Economics and Management, NQF level 5 finance and RE5.

When she left university she worked in Paarl, Cape Town, in international trade. Shortly afterwards she joined Carrick as a Wealth Specialist.

Things she’s interested in:

Hailey loves horse riding, weight lifting and food.

Her favourite quote:

“A comfort zone is a beautiful thing, but nothing ever grows there.”

How you can get hold of her:

+27 (0) 82 807 8373

hailey.earley@carrick-wealth.com

LinkedIn

Seanagh Fannin - Carrick Wealth

Seanagh Fannin

Wealth Specialist

Seanagh went to school at Kingwood College, Grahamstown in the Eastern Cape. After completing her Bachelor of Computing degree in Accounting Science, she started her own company which she successfully ran for 15 years.

She’s had experience working in London for HSBC Securities and she has travelled around South America.

She has CISI (1) and won newcomer of the year in her first year at Carrick.

Things she’s interested in:

Seanagh is a very active outdoor person. She enjoys scuba diving, canoeing, tennis, swimming, and running. She also enjoys a good game of Boulle on the beach with friends.

She’s a foodie at heart, which she says is central to who she is.

Her favourite quote:

"Be 1% better everyday at everything."

How you can get hold of her:

+27 (0) 82 414 7567

seanagh.fannin@carrick-wealth.com

LinkedIn

Sion Gelgor - Carrick Wealth

Sion Gelgor

Wealth Specialist

Sion is a qualified Chartered Accountant and has a BComm and BAcc degree. He has over 25 years of international and local financial services experience.

Sion lived in Sydney Australia for 4 years was the senior manager at an advisory specialising in international wealth planning.

He worked at Old Mutual Investment Group as well as being the CFO for Retail Africa Asset Management. More recently Sion was head of finance and admin at the JSE listed REIT Synergy Income Fund and the COO and CFO of a global EFT manager based in Cape Town.

Things he’s interested in:

Sion is married with three children, three dogs and two cats. He likes running, hiking, bonsai, sailing and travel.

His favourite quote:

"The only thing that is permanent in life is change — so be prepared for it."

How you can get hold of him:

+27 (0) 84 980 2448

sion.gelgor@carrick-wealth.com

LinkedIn

Craig Saunderson - Carrick Wealth

Craig Saunderson

Wealth Specialist

Craig is originally from Scotland but spent most of his working life in London. He moved through the ranks in private banking, when, in 2008 while on holiday in South Africa, he began to entertain ideas about living in Cape Town once he experienced the vibrancy of city living and outdoor life so close at hand.

During his London-based 20-year career Craig acquired various skills, including relationship management, training in sales, analysis, negotiation and administration. His private banking career involved acquisition of skills in wealth management and dealing with the needs of high-net-wealth clients.

Craig approached the directors of Carrick because he was inspired by their vision for the company. This meeting sparked a determination to apply for a position at as Wealth Specialist at Carrick.

Craig holds a multitude of banking qualifications and is currently working his way towards CFP® status.

Things he’s interested in:

Craig particularly enjoys following politics and current affairs. He enjoys swimming, hiking and watching football.

His favourite quote:

“Every morning you have two choices: continue to sleep with your dreams, or wake up and chase them.”

How you can get hold of him:

+27 (0) 71 549 4435

craig.saunderson@carrick-wealth.com

LinkedIn

Matthew Pietersen - Carrick Wealth

Matthew Pietersen

Wealth Specialist

Matthew completed his schooling in the Western Cape, preparing to become an engineer. He received his NTC5 certificate and began working as an operations manager, overseeing projects and costing. He changed focus and moved into sales and within a few years he found his passion helping clients achieve their financial goals.

Prior to joining Carrick as a Wealth Specialist, Matthew worked for the Finserve Group and for Broad Market Group, assessing clients’ financial needs regarding retirement and investment.

He holds foundation qualifications in Financial Planning and Wealth Management.

Things he's interested in:

Besides being a devoted family man, Matthew loves fast cars and motorbikes, playing football, mountain biking, gardening and great food and coffee.

His favourite quote:

"Ninety per cent of those who fail are not actually defeated. They simply quit."  – Paul J Meyer

How you can get hold of him:

+27 (0) 82 557 5876

matthew.pietersen@carrick-wealth.com
LinkedIn

David Monteiro - Carrick Wealth

David Monteiro

Wealth Specialist

David holds a B.Com degree in Banking from the University of South Africa, as well as currently studying his post-graduate diploma in Corporate Financial Planning. He also has an International Certificate in Wealth and Investment Management, and Introduction to Securities and Investments from the Chartered Institute of Securities and Investments (CISI).

David worked in a number of roles in the financial services industry, moving from Financial Adviser to Project Accountant and Foreign Exchange Broker before joining Carrick as a Wealth Specialist. As part of the Carrick team, David assists in the creation of offshore wealth portfolios, providing professional, unbiased advice in order to help his clients achieve their financial objectives.

Things he's interested in:

Having played for the Golden Lions U19, David is a keen sportsman, and enjoys watching sports and movies in his downtime, as well as cooking up a delicious storm in his kitchen.

How you can get hold of him:

+27 (0) 72 764 1869

david.monteiro@carrick-wealth.com

LinkedIn

Eugene Nel - Carrick Wealth

Eugene Nel

Wealth Specialist

Eugene has considerable experience in financial services products and has worked closely with personal and corporate clients. He has recruited and run teams of financial advisers as well as being involved in the training and development of business development consultants, helping identify cross-selling opportunities and networking with external markets. He has diplomas in marketing management, marketing communication, financial planning, and wealth management, and is currently studying for his Bachelors in Accounting Science.

Things he's interested in:

Eugene loves mountain biking and road cycling and is passionate about financial markets and economics.

His favourite quote:

"The more you sweat in peace, the less you bleed in war." -Norman Schwarzkopf.

How you can get hold of him:

+27 (0)73 271 6053

eugene.nel@carrick-wealth.com

LinkedIn

Chris Anderson - Carrick Wealth

Chris Anderson

Wealth Specialist

Born in South Africa, Chris holds qualifications from the Chartered Institute for Securities and Investment (CISI) as well as certification in regulatory examinations with the Financial Services Board

Chris started his career in financial services in 2011. During this time, he held numerous positions from Associate Academy Team leader, Associate Consultant and Associate Client Services Consultant where he looked after 200 clients across South Africa.

Chris joined Carrick as a Wealth Specialist in the Carrick Concierge team and firmly believes that service is the back bone of any successful business. Chis enjoys managing client’s expectations and making sure clients come first.

Things he’s interested in:

A family man, Chris enjoys spending time with his wife and two boys as well as surfing, running and going to the gym.

His favourite quote:

"Eighty percent of success is showing up." –Woody Allen

How you can get hold of him:

+27 (0) 79 233 6399

chris.anderson@carrick-wealth.com

LinkedIn

Danie De Waal - Carrick Wealth

Danie de Waal

Wealth Specialist

Danie is from KwaZulu-Natal. After matriculating, he joined the South African Air Force and qualified as a pilot attaining the rank of major leaving the air force in 2002.

He then studied in the United Kingdom for a master’s degree in theology and international development. Aafter completing his studies, he worked in the servicing department of World Vision, an international children’s charity. He returned to South Africa 2012 and started a new career in financial services, initially in customer services, and then as a financial adviser.

Danie joined Carrick as a Wealth Specialist and believes that "if we look after our clients, they will look after us".

Things he's interested in:

Danie is passionate about spending time with his wife, children, and grandchildren. He also enjoys reading and expanding his education.

His favourite quote:

"Insanity is doing the same thing over and over again and expecting different results." - Albert Einstein

How you can get hold of him:

+27 (0) 74 803 7487

danie.dewaal@carrick-wealth.com

LinkedIn

Courtney Chase - Carrick Wealth

Courtney Chase

Wealth Specialist

Courtney was born and brought up in Cape Town and attended Wynberg Boys’ High School. He matriculated in 2004 and was attended Cheltenham College in the UK. He returned to Cape Town in 2006, and went on to obtain a Bachelor of Accounting Science degree and entered into the corporate world of taxation and auditing. Courtney was introduced into the financial services sector as a financial adviser and later joined Carrick as a Wealth Specialist. He is currently working towards getting his CFP. In his spare time, he chairs a local cancer charity that he co-founded in 2012 and which he continues to help build and grow.

Things he's interested in:

Courtney played a lot of sport growing up and represented Western Province in both cricket and rugby, but confesses he prefers watching sport on TV, especially Manchester United. He enjoys a round of golf but mostly likes spending time with his son, watching him grow up.

His favourite quote:
"Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful."

How you can get hold of him:

+27 (0)72 300 9882

courtney.chase@carrick-wealth.com

LinkedIn

Marcel Wagner - Carrick Wealth

Marcel Wagner

Wealth Specialist

Marcel went to high school in Durban and holds a Bachelor of Commerce degree from UNISA as well as the Regulatory Examination Certificates, RE1 and RE5. He is highly motivated and welcomes the challenges of financial administration and putting in place and applying the necessary processes and discipline to optimise his and his clients’ performance. Marcel has substantial financial experience, is a strategic and proactive thinker, and enjoys taking the initiative.

Things he's interested in:

Marcel is keen on golf, rugby, and going to the gym. He also has a love of cars.

His favourite quote:

"Education is the most powerful weapon which you can use to change the world." -Nelson Mandela

How you can get hold of him:

+27 (0)72 043 4700

marcel.wagner@carrick-wealth.com

LinkedIn

Business Development Specialists

 

Nizaam Goliath - Carrick Wealth

Nizaam Goliath

Business Development Specialist - Manager

Nizaam was born and raised in Cape Town and has deep family roots in the region. He attended Belhar Senior Secondary and has a broad range of work experience. He is a good team worker, committed to resolving challenges efficiently and effectively, works well under pressure and is good at meeting his targets. He joined Carrick because he is excited about being given the opportunity to play a key role in the company's development.

Things he's interested in:
Nizaam is a dedicated family man who enjoys the outdoors with his loved ones, going camping, swimming, and hiking.

His favourite quote:

"Take what you need and leave the rest." -Anonymous

How you can get hold of him:

+27 (0)76 881 7548

nizaam.goliath@carrick-wealth.com

LinkedIn

Rory Roulstone - Carrick Wealth

Rory Roulstone

Business Development Specialist

Rory was born in Cape Town and has a diploma in social media marketing and online reputational management. He has played cricket for Western Province and football for Hellenic (and tried out for Chelsea U21). He has worked in the UK and has more than ten years of working experience. He joined Carrick Wealth because of the career opportunity it afforded and because he believes in the company’s vision and attitude towards the financial services sector.

Things he’s interested in:
Rory is keen on sport, and likes singing and playing the guitar.

His favourite quote:
"Anyone who has never made a mistake has never tried anything new.” -Albert Einstein

How you can get hold of him:

+27 (0)76 381 8571

rory.roulstone@carrick-wealth.com

LinkedIn

Adrian Matthee - Carrick Wealth

Adrian Matthee

Business Development Specialist

Adrian was born and raised in Cape Town and went to Tulbagh High School. He graduated from Boston Business College in 2015, where he studied computer systems. He then worked as a sales and IT consultant for Peach Technologies, a UK-based IT company. He discovered his love for the financial world and decided to move into the financial services sector, joining Carrick Wealth in 2017.

Things he's interested in:
He’s passionate about learning, especially new languages, meeting new people, and keeps active through dancing and hiking - when he’s not feeding his movie addiction.

His favourite quote:

"Rather try and fail than fail at trying." -Anonymous

How you can get hold of him:

+27 (0)73 357 9842

adrian.matthee@carrick-wealth.com

LinkedIn

Louwrens Punt - Carrick Wealth

Louwrens Punt

Business Development Specialist

Louwrens matriculated from High School Menlopark and went on to do a B. Comm (Entrepreneurship) at the University of Pretoria. He is an avid computer enthusiast and completed a C++ programming course through Unisa. Louwrens has considerable experience in motivating, coordinating, and leading teams, ensuring high standards of quality control, and achieving goals. His previous experience ranges from running a call centre to establishing and operating his own enterprises.

Things he's interested in:
Louwrens is keen on sport and dogs. He also is interested in cyrptocurrencies, such as BitCoin.

His favourite quote:

“If you fail to plan, you are planning to fail." -Benjamin Franklin

How you can get hold of him:

+27 (0)74 075 2416

louwrens.punt@carrick-wealth.com

LinkedIn

Carrick lives by the creed that none of us is as great as all of us.