Cape Town Office

Wealth Specialists   |   Business Development Specialists

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Wealth Specialists

Hailey Earley - Carrick Wealth

Hailey Roos

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.roos@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

Courtney Chase - Carrick Wealth

Alfonso van Vuuren

Wealth Specialist

Alfonso completed high school in Cape Town before going to Stellenbosch University where he obtained his bachelor’s degree in Science. He then entered the sales industry and later became a financial adviser, assisting clients with all their financial needs. During this time, he discovered his passion for the financial services industry and he now applies his knowledge atCarrick helping his clients achieve their financial goals. He is currently studying towards his Certified Financial Planner qualification.

Things he's interested in:

Alfonso enjoys reading, playing guitar and spending quality time with his friends and family. He also has a love for sports cars and enjoys playing golf.

His favourite quote:
“You don’t have to be great to start, but you have to start to be great.” - Zig Ziglar

How you can get hold of him:

+27 (0)82 451 7343

alfonso.vanvuuren@carrick-wealth.com

LinkedIn

Jeff Redgerson - Carrick Wealth

Jeff Rodgerson

Wealth Specialist

Jeff went to school at Kingswood College, Grahamstown in the Eastern Cape. He is currently completing his MBA at Rhodes University Business School. Jeff’s interest in the financial servicing industry came to the surface during the Financial Management portion of the MBA.

He has an entrepreneurial spirit and a passion for starting new small businesses. Jeff started as a Business development Specialist and recently started as a Junior Wealth Specialist.

Things he's interested in:
Jeff has many interests, but his true passion is for sports. He plays many sports, but his passion is for cricket. He joined the Titans cricket Academy in 2009 and played cricket in England and Australia. He established the JR Cricket Academy in 2010, which focused on coaching children between the ages of 4 to 18 years old, tailoring the training to the learning style and personality of each to improve their technique, and physical and mental aspects of the game.

His favourite quote:

"Hard work beats talent when talent doesn't work hard" -Tim Notke

How you can get hold of him:

+27 (0)72 621 1418

jeff.rodgerson@carrick-wealth.com

LinkedIn

Ryan Levy - Carrick Wealth

Ryan Levy

Wealth Specialist

Ryan was born in Johannesburg but grew up in Cape Town. He joined Carrick because he saw the company is young, incredibly energetic, fast-growing and offered an excellent opportunity for growth and personal development. Ryan believes strongly in self-improvement and that attending the Carrick Development Academy has developed and empowered him to provide professional advice and support to his future clients.

With the experience that the academy offered him, his progression to the Junior Wealth Specialist role is exciting and offers him a great opportunity to create his own path, he says. He is looking to seize every opportunity and help contribute towards the unique Carrick Brand.

Ryan is not here to offer his clients a once off solution to their problem and leave it at that. He is dedicated for the long run, from a simple yet important aspect of ensuring they are protected from any risks they encounter in their lives to ensure their choice in their finances are growing the way that it should be in these current conditions. His ultimate goal is preserving their wealth for long term future where they can be comfortable trusting in his ability to be there during the tough times as well as the prosperous ones.

Things he's interested in:
His interests are music, playing golf, going to the gym, cricket, rugby, socialising, and spending time with his family.

His favourite quote:

"Anyone can do my job, but nobody can be me" - Harvey Spector

How you can get hold of him:

+27 (0)83 295 3441

ryan.levy@carrick-wealth.com

LinkedIn

Alfonso Meyer - Carrick Wealth

Alfonso Meyer

Wealth Specialist

Alfonso, who hails from Pretoria, is passionate about helping his clients achieve their financial goals. Most important to him is giving expression to Carrick’s client-centric approach by building great relationships and working with people. He focuses on providing his clients with the best advice possible and aims to be considered as one of the top Wealth Specialists at Carrick.

Things he's interested in:
Alfonso is a keen sportsman and enjoys travelling as both activities provide him with a wonderful opportunity for mixing with people.

His favourite quote:

"The greatest thing about tomorrow is, I will be better than I am today." -Tiger Woods

How you can get hold of him:

+27 (0)83 597 6599

alfonso.meyer@carrick-wealth.com

LinkedIn

Slade Marais - Carrick Wealth

Slade Marais

Wealth Specialist

Slade was born in Somerset West in the Western Cape. He became a financial advisor based on his passion for problem-solving and love of people. He joined Carrick because he believed that the company’s strong growth and expansion plans reflected his own vision of continuous self-growth. Attending the Carrick Development Academy has been a significant part of this, he says.

Things he's interested in:
Sport, good food and reading.

His favourite quote:

“Fear doesn’t kill you, panic does” -Frosty Hesson

How you can get hold of him:

+27 (0)60 520 9063

slade.marais@carrick-wealth.com

LinkedIn

William Grose - Carrick Wealth

William Grose

Wealth Specialist

William matriculated from the prestigious Hilton College in KwaZulu-Natal before going on to obtain a B. Com Honours degree in Financial Analysis and Portfolio Management from the University of Cape Town. He is extremely passionate about South Africa and believes the country has so much potential that is yet to be explored.

Things he's interested in:
William enjoys hiking and exploring new places, loves football (he supports West Ham United) and tries to play as much golf as he can.

His favourite quote:

"Luck happens when preparation meets opportunity." - Roman philosopher Seneca

How you can get hold of him:

+27 (0)83 678 3745

william.grose@carrick-wealth.com

LinkedIn

Tom darling - Carrick Wealth

Tom Darling

Wealth Specialist

Tom grew up in St Francis Bay in the Eastern Cape. After matriculating from Nico Malan High School, he enrolled at the University of Stellenbosch where he graduated with a B. Com degree in management sciences and an Honours degree in Financial Management.

In 2016 he gave vent to his entrepreneurial ambitions when he launched a bar staffing company which helped him gain a deeper understanding of problem-solving in high-pressure situations. Being a people’s person and having an affinity for problem-solving meant that a move to the financial services industry was an obvious choice.

Things he's interested in:

Tom has a passion for sport, is a dog-person and enjoys spending his free time socially with good people.

His favourite quote:

'I believe the target of anything in life should be to do it so well that it becomes an art." - Arsene Wenger

How you can get hold of him:

+27 (0)79 529 6771

tom.darling@carrick-wealth.com

LinkedIn

Susanna Yang - Carrick Wealth

Susanna Yang

Wealth Specialist

Susanna is from Johannesburg. She completed her B. Com degree in Economics and Finance at the University of Cape Town as well as an Honours degree in Economics. She says she is drawn to financial planning by the combination of economics, finance and being able to help people reach their financial goals.

Things she's interested in:

Susanna enjoys gardening, baking and reading.

Her favourite quote:

"Everyone has inside of him a piece of good news. The good news is that you don't know how great you can be! How much you can love! What you can accomplish! And what your potential is! " - Anne Frank

How you can get hold of him:

+27 (0)82 256 5862

susanna.yang@carrick-wealth.com

LinkedIn

Greg Hyson - Carrick Wealth

Greg Hyson

Wealth Specialist

Greg is from Pretoria and is focussed on providing long-term professional financial coaching for his clients. Greg graduated from the Carrick Development Academy and continues to invest in his ongoing professional development. He believes that strong client relationships are essential to building a sustainable business.

Things he's interested in:
When not working, Greg can be found enjoying his love for ultra-distance running, spending time in the bush (especially the Kruger National Park), wine tasting or watching sport.

His favourite quote:

"Of all the paths you take in life, make sure a few of them are dirt." - John Muir

How you can get hold of him:

+27 (0)72 545 4244

greg.hyson@carrick-wealth.com

LinkedIn

Damon Mitchell - Carrick Wealth

Damon Mitchell

Wealth Specialist

Damon went to school at Silvermine Academy in Cape Town. As a keen sportsman he went on to complete his Diploma in Sports Conditioning at Eta College, an international private college that provides education in fitness, sport and recreation. Honing his entrepreneurial skills, he then started his own fitness company which he continues to run successfully.

He is driven by his desire to help his clients achieve their financial goals and in doing so to be one of the top Wealth Specialists in Africa.

Things he's interested in:

Apart from his work, he is most passionate about spending time with family.

His favourite quote:

"The struggle you’re in today is developing the strength you need for tomorrow. Don’t give up." - Robert Tew

How you can get hold of him:

+27 (0)71 037 6464

damon.mitchell@carrick-wealth.com

LinkedIn

Luke Jakobi - Carrick Wealth

Luke Jakobi

Wealth Specialist

Luke grew up in Fish Hoek in Cape Town and has built a large network of relationships in the community where he has spent most of his life. He decided to kickstart his career at Carrick Wealth by joining the Carrick Development Academy, after which he graduated to become a Junior Wealth Specialist.

Luke is highly motivated by his desire to help people achieve their financial goals and continues to study further to hone his skills as a wealth specialist. He joined Carrick because he felt that Carrick’s values aligned with his own and will provide him with the foundations to become an acknowledged name in the industry.

Things he's interested in:

Luke loves reading, working out, and trying his hand in the kitchen. During his down time, he enjoys playing board games and trying new sushi restaurants throughout Cape Town.

His favourite quote:

"It is impossible to live without failing at something unless you live so cautiously that you might as well not have lived at all, in which case you have failed by default." – JK Rowling

How you can get hold of him:

+27 (0)81 047 5208

luke.jakobi@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

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

Jacobus Bisschoff

Business Development Specialist

Jacobus started his career in sales at the age of six, trading cards and marbles with his friends at school. He is genuinely concerned about making friends and this has proved to be resounding throughout his career. In 2011, he underwent a successful heart transplant operation and believes this has given him a renewed zest for life. He is committed to understanding his clients and offering them the best quality of service.

Things he's interested in:

Jacobus is adventurous — loves surfing — and is interested in psychology and computer games, and generally enjoying life.

His favourite quote:

“Once we believe in ourselves, we can risk curiosity, wonder, spontaneous delight, or any experience that reveals the human spirit." — E. E. Cummings

How you can get hold of him:

+27 (0)72 686 4571

jacobus.bisschoff@carrick-wealth.com

LinkedIn

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