Advisory Partners

CAPE TOWN



ANDREW FINLAYSON

REGIONAL HEAD
DIRECTOR: MARKETING

Andrew joined Citadel in 2003 as a member of the Wealth Planning team in Cape Town. In 2010, after eight years working directly with clients, he was appointed as Head of the Wealth Planning team and was responsible for new inflows into the business. In 2013, Andrew was appointed Director of Marketing. In addition to the broader company focus, he also takes responsibility for the Advisory team in the Cape region. Prior to joining Citadel, Andrew worked in the private client industry as a portfolio manager, analyst and advisor.


Tel: +27 21 670 9100
Email:  andrewf@citadel.co.za


ASSISTANT: ASHLENE MOSES
Tel: +27 21 670 5290
Email:  ashlenem@citadel.co.za


ABRAHAM VAN DER WESTHUYSEN

B COMM ACCOUNTING, CFP®

During my thirteen years at Citadel I have developed a passion for people and providing them with objective advice regarding the wealth they have worked so hard to create. Prior to joining Citadel I started my career at First National Bank. I enjoy good food and wine and being active, preferrably somewhere on a river or the ocean or taking a walk down rolling green pastures and knocking a tiny little white ball around.


Tel: +27 21 670 9103
Email:  abrahamvdw@citadel.co.za


ASSISTANT: VICKI CONSTANT
Tel: +27 21 670 5329
Email:  vickic@citadel.co.za


DEON VAN DER WATT

CA

I joined Citadel in 1995 and was privileged to be part of starting and growing our business from a small advisory firm in Pretoria to one of the leading wealth advisory businesses in South Africa. I qualified as a Chartered Accountant in 1993 at the University of Pretoria, am married and have 2 boys aged 19 and 16. My family and I moved to Cape Town in 2001 and we have been living there for the past 12 years. I have a keen interest in motorsport, the outdoors and in the latest technology. We enjoy travelling and especially love spending time in the African bush.


Tel: +27 21 670 9184
Email:  deonv@citadel.co.za


ASSISTANT: RIANA VAN DER WATT
Tel: +27 21 670 9184
Email:  rianav@citadel.co.za


JOHN KENNEDY

B.ECON (HONS) TAX (HONS) CFP®

Married and father to 3 girls and have worked as an advisory partner at Citadel for 12 years. I love what I do and am always looking to have my best still to come.


Tel: +27 21 670 9125
Email:  johnk@citadel.co.za


ASSISTANT: BRONWYN PETERSEN
Tel: +27 21 670 9137
Email:  bronwynp@citadel.co.za


KIRSTEN SMIT

B COM (HONS), MBA, CFP®

I joined Citadel as an advisory partner a year and a half ago. My previous role was with South African Breweries so it was quite a change from hops to hedge funds! Citadel is an incredible place to work and really “gets” what family is all about. I’m particularly passionate about advising fellow women and helping them achieve their destinies. I strive to make the journey to financial independence as non-threatening and accessible as possible, a trait largely driven by my non-financial services background (I know what it means to suddenly be faced with some very hectic jargon and acronyms!) Alongside work, I’m a dedicated mom and wife, love exercising and spending time outdoors, and love to indulge in great food and wine.


Tel: +27 21 670 5202
Email:  kirstens@citadel.co.za


LARRY MASSON

B.COM (LAW) LLB

After finding it hard to choose between studying law and accounting, I decided to combine both and study a B.Com(law) LLB degree.

I completed my articles at Jan S de Villiers (now Werksmans Attorneys) in 1995 and qualified as an attorney and conveyancer. I practiced law as a commercial lawyer at Bisset Boehmke for three years before joining Citadel in 1998 for eight years. I was then approached by FirstRand to assist the company in starting a private bank and thus joined FNB Private Clients in April 2005 as a Wealth Manager in the new Western Cape operation. By 2010, I was heading up the Western Cape Private Clients operation, and in early 2014 I found my way back to Citadel once again.

I’m passionate about all types of sports, but have a specific soft spot for rugby and golf. In my free time, you will find me either on morning jogs with my dog Bella, taking some me-time out reading a book, travelling the world or having a braai with friends.


Tel: +27 21 670 9104
Email:  larrym@citadel.co.za


LYNETTE VOIGT

LLB, MBA, CFP®

I grew up in Zambia and was married to a cattle and maize farmer in the Chisamba area (north of Lusaka). My career started at BoE Private Clients, now Nedbank Private Wealth, where I worked for 19 years. I joined Citadel in 2013. I love running. I am a single mom with one son.


Tel: +27 21 670 9165
Email:  lynettevo@citadel.co.za


ASSISTANT: LIESL TENGGREN
Tel: +27 21 670 5292
Email:  lieslt@citadel.co.za


MARIUS BESTER

B COM, LLB, CFP®

I have been with Citadel for 13 very happy years. I studied law at the University of Stellenbosch, qualifying as an attorney and practicing as such for 4 years. I then joined Old Mutual as a Broker / Legal Adviser. It was during these years that I heard of the name Citadel and quickly learned that they were becoming the ‘first choice’ for clients when it came to choosing a wealth manager and securing their financial well-being. What’s special for me is the "sleep well, eat well" solution we offer and that we are able to really give clients peace-of-mind. I spend my spare time with my family and can often be found mountain biking with my two boys.


Tel: +27 21 670 9106
Email:  mariusb@citadel.co.za


ASSISTANT: YOLANDI SOLECKI
Tel: +27 21 670 9191
Email:  yolandis@citadel.co.za


OLIVER DRESNER

BA FSA (UK) Securities

I have been an advisory partner with Citadel for just under 5 years and have 16 years experience in the industry. I am passionate about enabling my clients to truly live their lives by staying relevant to them. I focus on taking a 30,000 ft view on your affairs whilst simplifying and consolidating all aspects within your financial plan. I spent 8 years in London before joining Citadel. I am a Dad to two boys and for a bit of down time enjoy running on the beach, playing music and connecting with good mates.


Tel: +27 21 670 9150
Email:  oliverd@citadel.co.za


ASSISTANT: MICHELLE ANTOINE
Tel: +27 21 670 9114
Email:  michellea@citadel.co.za


RIAAN CAMPBELL

M COM, CFP®

I joined Citadel as a Wealth Manager in 1993 before we had any clients and have been part of its growth into one of the most respected wealth management businesses in South Africa. I strive to provide simplified financial solutions for my clients and remove the financial complexities from their daily lives. Before entering the world of personal finance I had brief experiences as an economist and as a performance auditor. I’m passionate about my family and raising our 3 young kids and enjoy travelling and sport, especially swimming.


Tel: +27 21 670 9182
Email:  riaanc@citadel.co.za


ASSISTANT: EBBIE SWANEVELDER
Tel: +27 21 670 9121
Email:  ebbies@citadel.co.za


RICHARD BRYANT

B.BUS.SC. CFP®

It gives me great joy to be able to mould a personal financial solution for each and every one of the families under my care and walk the years ahead with them, adapting their roadmap appropriately along the way. A financial plan and roadmap is a simple thing yet it is too often lacking in the quest to find the ultimate investment solution. My team, which includes Kathy and Amisha, are also vital in the implementation and understanding the dynamics of each family. Collectively, we have accumulated more than 30 years of service together, with mountains of administration, solving crises, learning, growth and, of course, fun along the way.


Tel: +27 21 670 9110
Email:  richardb@citadel.co.za


ASSISTANT: AMISHA CHAVDA
Tel: +27 21 670 5237
Email:  amishac@citadel.co.za


WARREN QUIN

BCOM, CFP®

I have been with Citadel for four years originally as part of the wealth planning team but now solely as a Wealth Manager. My focus is to build long term relationships of care and trust with my clients and to ensure their financial roadmap is robust and secure for the future. I spend most of my spare time with my young family but love the outdoors and most sport too.


Tel: +27 21 670 9130
Email:  warrenq@citadel.co.za


ASSISTANT: NICOLENE VAN DER MERWE
Tel: +27 21 670 9160
Email:  nicolenevdm@citadel.co.za



DURBAN



NIC HORN

REGIONAL HEAD
B.SC MATH SCI (WITS), ADV PG DIP (PERS FIN PLNG)

I’ve been an advisory partner at Citadel for over 17 years. Before joining Citadel I worked for Old Mutual where I began my career as an actuarial student after obtaining my B.Sc from Wits. I take responsibility for our Durban office but my focus is ensuring that the hopes, dreams and aspirations which our clients attach to their money are able to be realized through proper, responsible portfolio management. I have a passion for surfski paddling, flyfishing, the bush and playing my guitar (albeit rather badly!).


Tel: +27 31 560 7476
Email:  nich@citadel.co.za


ASSISTANT: RAKEESHA SINGH
Tel: +27 31 560 7333
Email:  rakeeshas@citadel.co.za

ASSISTANT: SIVI MOODLEY
Tel: +27 31 560 7458
Email:  sivim@citadel.co.za


CLARE RAMSAY

BCOM ECONOMICS, CFP®

I joined Citadel in 2010 from Investec Private Bank. I’m very interested in global economics and have had a passion for investing as far back as I can remember so it was no surprise that I chose financial services and, specifically, investment management as my career path. I enjoy working with people and feel privileged to advise my clients and assist them in achieving their investment goals and financial freedom. I am a wife and a mother of two small children. We are a very active and social family and both my husband and I have big extended families so there is never a dull moment. My favourite pastime is socialising with friends and family and I always try to squeeze some form of exercise into every day.


Tel: +27 31 560 7408
Email:  clarer@citadel.co.za

ASSISTANT: SIVI MOODLEY
Tel: +27 31 560 7485
Email:  sivim@citadel.co.za


DAMIAN JOHNSON

B ECON

I am an Advisory Partner at Citadel’s Durban office. I am self-motivated, output driven and dedicated to serving clients competently and sincerely. My core focus is to advise financially independent people on their wealth management strategy, delivering specialist advice in a complex and constantly evolving investment environment. Prior to joining Citadel in 2012, I worked at FirstRand Wealth, having previously spent a number of years as an investment banker in London with Goldman Sachs and Morgan Stanley. When not engaging with clients, I can usually be found spending time with my family or taking in the outdoors on a paddle or a run.


Tel: +27 31 560 7461
Email:  damianj@citadel.co.za


ASSISTANT: RAKEESHA SINGH
Tel: +27 31 560 7666
Email:  rakeeshas@citadel.co.za


DAVE STIRTON

FPI, CFP®

It’s unbelievable how quickly the years have gone by since I stepped out of the doors of Old Mutual and into a young but dynamic Citadel. It was a big leap of faith for me after spending 20-odd years with a well-established institution but I have never doubted the wisdom of my decision. Participating in the growth of Citadel from a fledgling company to what has become a highly respected wealth management business today has been a great experience. I enjoy being able to engage with highly successful people from diverse backgrounds and making a real difference in their lives. This is all made possible by what we have to offer as a business as well as being surrounded by professional people with amazing expertise. I am blessed with a wonderful wife and three fabulous children. I am in my element in the outdoors and this amazing country provides no better playground.


Tel: +27 31 560 7252
Email:  daves@citadel.co.za


ASSISTANT: JANENE GRENFELL
Tel: +27 31 560 7455
Email:  janeneg@citadel.co.za


LAURA MARTHINUSEN

BA HDE

I started my working career as a high school teacher. After that I travelled to Europe, spending a while in France before returning to SA. I then started my own business in Cape Town, later moved to Durban and joined Deloitte as a Consultant in their Human Capital division. I then joined Citadel where I've been for nine years, a very positive sign considering the nomad in me! My role is to introduce new business to Citadel through various initiatives and the reason I enjoy it so much is because I really believe I’m introducing prospective clients to the best wealth management company in SA.


Tel: +27 31 560 7324
Email:  lauram@citadel.co.za


LEONARD WEEKS

BPROC, MBA, CFP®

My investment career started in Durban with a move from PricewaterhouseCoopers to the then affiliated Advance Wealth Management (AWM) some 13 years ago. I later managed the AWM regional office in Port Elizabeth for four years before joining Citadel in early 2007 as a Wealth Manager based in Durban. In 2011 I moved to Barclays Wealth as Senior Investment Specialist before being approached by Citadel to re-join the company as a partner in the Durban office in September 2013. I love spending time with my family and we travel as often as our budget allows – cruising the Mediterranean remains a favorite holiday but much remains to be experienced. For a chap who spent his high school years in Pofadder, I have a surprising affinity for aquatic past times but I also love the occasional round of golf, time spent in the gym or on the shooting range and also enjoy getting my hands dirty with DIY projects as well as designing and developing the odd residential property. I am passionate about investment markets and thrive on the responsibility clients place in me to help them navigate the risks and opportunities the market represents.


Tel: +27 31 560 7377
Email:  leonardw@citadel.co.za


PAUL PRASCHMA

CFP® & Adv CFP®

I’ve been with Citadel almost 3 years after spending 12 years at Alexander Forbes. I love creating financial plans for my clients and continuously reviewing them so they can discover the true worth of their wealth. I am a certified financial planner having qualified through the University of the Free State and achieved my advanced qualifications 2 years ago. I enjoy spending time with my wife and playing ball with my 3 adorable boys. Any sport will do, but watching some rugga & a braai on the weekend has to be a highlight.


Tel: +27 31 560 7414
Email:  paulp@citadel.co.za


ASSISTANT: HEILA VAN BEEK
Tel: +27 31 560 7415
Email:  heilavb@citadel.co.za


THEUNIS EHLERS

BIURIS, LLB, CFP®

My career in financial services spans more than twenty years and includes banking (FNB), estate administration (Absa Trust - Administrator and Manager), financial planning (Momentum Agency), fiduciary planning and wealth structuring (Absa Wealth). I am married to Anneline and we have two children, Karen and Tehan. We enjoy scuba diving, underwater photography and running.


Tel: +27 31 560 7064
Email:  theunise@citadel.co.za



JOHANNESBURG



IAN BISHOP

REGIONAL HEAD
B SOC SC, LLM (UCT), ADV DIP INTER TAX, ADV CFP®, PCIAM

I joined Citadel in September 1998 and have been part of the Advisory and Asset Management teams. During my journey with Citadel I have brought new clients on board, managed high net worth portfolios, worked in the joint venture between Citadel and Deloitte and was seconded to London for almost 4 years while working as a portfolio manager in the Citadel Asset Management team. I am now involved in advising Citadel’s ultra high net worth clients and managing the Johannesburg office. On weekends I enjoy catching up with my family, playing golf and spending time with friends.


Tel: +27 11 722 7666
Email:  ianb@citadel.co.za


ASSISTANT: SHERI-ANN JACOBS
Tel: +27 11 722 7609
Email:  Sheri-AnneJ@Citadel.co.za

ASSISTANT: JORDAN WEIR
Tel: +27 11 722 7675
Email:  jordanw@citadel.co.za


BRENT BODEKER

H. DIP ED, ADV CFP, H DIP BA, MBA

I joined Citadel in 1998 having spent 9 years at Old Mutual. My first career was as a Teacher, so this instilled in me a deep desire to help people, listen carefully and simplify solutions. My passion is client care and managing my clients' hard earned wealth as though it were mine. I am fascinated by investment markets and have a continuous thirst for knowledge. This leads to continuous studies, lots of reading and surrounding myself with honest, hard- working and humble people. My pastimes involve spinning, swimming, travelling and quality time with my family.


Tel: +27 11 722 7646
Email:  brentb@citadel.co.za


ASSISTANT: NADIA MATHEN
Tel: +27 11 722 7618
Email:  nadiam@citadel.co.za


CAREN RENNIE

I joined Citadel 15 years ago after holding a senior marketing position at London-based Hays Montrose, a leading recruitment agency. I headed up Citadel's marketing team for 10 years before designing the strategy to grow the business in the female market which is now my core focus. My passion is assisting women to take charge of their financial well-being. My work includes running intimate networking events to introduce women to Citadel, developing collaborative opportunities with the women in our network to encourage meaningful business growth and driving awareness in the marketplace of the Citadel brand.


Tel: +27 11 722 7665
Email:  carenr@citadel.co.za


ASSISTANT: LOUISE FORTUIN
Tel: +27 11 722 7619
Email:  louisef@citadel.co.za


CHRISTELLE LOUW

BCOM INVESTMENT MANAGEMENT (HON), CFP®

I’ve been an advisory partner at Citadel for 15 years and have 21 years investment experience. I’m passionate about the investment environment and enjoy making financial independence a reality for my clients. I love to explore what your wealth means to you and help you discover the true meaning and purpose of your money. My areas of focus are the corporate, entrepreneurial and female markets having advised many inspiring women over the years. I believe in giving back to the community and have served on the Governing Body of my children’s school for the past 11 years in various capacities. I love spending time with my family – we love watching rugby, cricket and soccer and enjoy the outdoors.


Tel: +27 11 722 7600
Email:  christellel@citadel.co.za


ASSISTANT: PINNY MBHA
Tel: +27 11 722 7634
Email:  pinnym@citadel.co.za


COBUS VAN DER MERWE

B COMPT HONS, CA (SA) RA

I am an Advisory Partner at Citadel and am passionate about assisting clients in obtaining complete financial well-being. I achieve this by establishing sound partnerships with my clients and building relationships based on trust and authenticity. My ultimate goal is to provide clients with the best Wealth Management experience in South Africa. Before joining Citadel I was a Partner in an Audit Practice after obtaining my CA (SA) qualification. I enjoy spending time with family and friends and always try to maintain a balanced healthy lifestyle.


Tel: +27 11 722 7689
Email:  cobusvdm@citadel.co.za


ASSISTANT: TONI GREEN
Tel: +27 11 722 7631
Email:  tonig@citadel.co.za


DARYL COKER

ADVANCED CFP®, HDE (JCE)

I have been an advisory partner at Citadel for about 6 ½ years. During this time I have interacted with clients on many levels including assessing and analysing their risk portfolios. This, along with financial planning and investment management, is what I am passionate about. Ensuring clients and their families have a sound financial roadmap for retirement, death or disability is a focus which drives me to implementing the best possible solutions for their needs. Before joining Citadel I worked briefly in the healthcare space and for a major South African life office. This followed a career of teaching for nine years. I currently hold an Advanced Diploma in Financial Planning Law specialising in clients personal risk needs and estate planning. Outside of the office I enjoy spending time outdoors with my family and I am still intricately involved in education.


Tel: +27 11 722 7683
Email:  darylc@citadel.co.za


ASSISTANT: SHAMIMA DESAI
Tel: +27 11 722 7695
Email:  shamimad@citadel.co.za


DEBBIE KREFT

CA(SA) ADV TAX (UNISA) FILPA

I’ve been an advisory partner at Citadel for just short of 15 years. My goal is to provide my clients with peace of mind and a clear understanding of their personal financial position in an ever changing and increasing complex environment. Prior to joining Citadel I worked for Deloitte where I began my career as a chartered accountant. When not meeting clients, I am usually spending time with my family, gardening or visiting our wonderful game reserves.


Tel: +27 11 722 7642
Email:  debbiek@citadel.co.za


DEON BESTER

B COM (FIN MAN), CFP® ADV

I was the first to open Citadel Johannesburg’s doors in 1998 and have been an advisory partner for 17 years. I’m passionate about providing financial peace of mind for my clients. My goal is to understand a family’s needs comprehensively and will regularly reassess your financial roadmap so that it remains robust and secure. Before joining Citadel I worked for IBM as the Services Accounting Analyst, a couple of years after obtaining my B.Com degree from RAU. When not meeting clients and managing portfolios, I’m usually spending time in gym and with my family, squeezing in a round of golf every now and then or planning a scuba diving trip to Mozambique.


Tel: +27 11 722 7616
Email:  deonb@citadel.co.za


ASSISTANT: NICOLETTE HERANDIEN
Tel: +27 11 722 7600
Email:  nicoletteh@citadel.co.za


GAVIN DE KOCK

B PROC, LLB, CFP®, MPHIL (PIPL)

I’ve been an Advisory Partner at Citadel for 15 years. My passion is client engagement, finding balance and financial peace of mind by understanding continuous and evolving needs. This is done by regularly reviewing the financial roadmap and implementing solutions ensuring the financial plan to be robust and relevant. Other interests include Conscious-Leadership; Hiking; Nature; Photography; Music; Silence.


Tel: +27 11 722 7641
Email:  gavindk@citadel.co.za


ASSISTANT: PREMILLA MAIKOO
Tel: +27 11 722 7648
Email:  premillam@citadel.co.za


JACQUES VAN HEERDEN

B COM (ACC) B. COMPT. (HONS), CFP® ADV

I joined Citadel in 1998 as an advisory partner and have been in the financial industry since 1990. I enjoy interacting with clients and am constantly looking for ways to give you peace of mind about your financial well-being. In my free time - which is rare having two teenagers - I enjoy keeping fit by cycling, swimming and now and then playing a round of golf. To unwind I enjoy a bushveld fire and spending time with my family and friends.


Tel: +27 11 722 7632
Email:  jacquesvh@citadel.co.za


ASSISTANT: MAGGIE KOCKS
Tel: +27 11 722 7611
Email:  maggiek@citadel.co.za


JAIMIE MACKENZIE

BA LAW (UP)

I joined Citadel as an advisory partner in June 2012. I attended Grey high school in Port Elizabeth and after completing my law degree spent 5 years at Investec Private Bank. My focus is on building robust partnerships with my clients and enriching their lives.


Tel: +27 11 722 7643
Email:  jaimiem@citadel.co.za


JOHN HODGSON-JERVIS

CFP®

I first joined the financial services industry in 2003 as a Business Consultant at Discovery, before which I was Sales and Marketing Manager at an engineering firm. In 2006, having achieved my Certified Financial Planner qualification, I moved to the Gallet Group as a Financial Planner and was Managing Director of the Gallet Group Healthcare Company. I joined Chartered Wealth Solutions at the beginning of 2010 to focus on Financial Planning, assisting those in retirement with a holistic retirement plan. I’m thrilled to now be part of the Citadel team.

I believe that transparency and sincerity are the keys to my trusted relationships with clients. My ability to understand my client’s individual experiences, combined with my background in psychology and education, as well as my own personal life experiences, enables me to exceed client expectations when it comes to merging money with life.

I hold an Advanced Postgraduate Diploma in Financial Planning Law, specialising in Estate Planning and Risk Management, and have been a member of the FPI (Financial Planning Institute) since 2004.

I relish a competitive golf game and enjoy cycling in my spare time. I’m married and I’m a devoted father to my three boys.


Tel: +27 11 722 7645
Email:  JohnHJ@Citadel.co.za


KARIEN VAN REENEN

B COM HONS, CFP®

I have been responsible for implementing and maintaining unique investment solutions for Citadel clients since 1999. I’m passionate about people and believe working towards financial independence is only the first step towards living a life of purpose. Prior to joining Citadel I worked for a commercial property development company after obtaining a B.Com Investment Management (Hons). When not engaging with clients I enjoy travelling to amazing destinations, golf and scuba diving – basically anything that has an element of adventure attached to it. I have a close relationship with my family and firmly believe success starts with that.


Tel: +27 11 722 7621
Email:  karienvr@citadel.co.za


ASSISTANT: RUAN VAN WYK
Tel: +27 12 470 2545
Email:  ruanvw@citadel.co.za


KERRY KING

CISA.CFP®

I’ve been a Wealth Planner and Partner at Citadel for 12 years and have worked in financial services for 20 years. I have a passion for people and creating financial roadmaps for clients in order to ensure they remain financially independent. Financial independence gives us the ability to have choices in life and is something we can all achieve. I love working with entrepreneurs and women, strategically guiding and structuring their financial affairs so they can grow and prosper in their area of expertise.


Tel: +27 11 722 7636
Email:  kerryk@citadel.co.za


ASSISTANT: LINDA DU BRUYN
Tel: +27 11 722 7657
Email:  lindadb@citadel.co.za


MAXINE KRONENBERG

CFP®

Citadel has been my “home away from home” for the past 15 years. I am dedicated to and focused on the financial health of my clients and their families. An integral part of my work is building close relationships with my clients and ensuring I acquire in-depth knowledge of their circumstances. I wake up in the morning looking forward to new challenges in the world we live in as well as the self-satisfaction of knowing my clients are happy and content. When I am not at the office I am growing up with my two teenage children who teach me something new each day.


Tel: +27 11 722 7635
Email:  maxinek@citadel.co.za


ASSISTANT: CHERYL LEON
Tel: +27 11 722 7654
Email:  cheryll@citadel.co.za


PALESA DUBE

B COM (INVESTMENT MANAGEMENT) CFP®

I joined Citadel 8 years ago. My focus has been looking after my clients' portfolios and ensuring that their their investment, retirement planning and estate planning needs are taken care of. I love building relationships with my clients and providing them with solutions that bring meaning to their money and ensure their family’s financial independence. I am a practicing member of the South African Chapter of the Financial Planning Institute.


Tel: +27 11 722 7637
Email:  palesad@citadel.co.za


ASSISTANT: MMATHABO MOGAPI
Tel: +27 11 722 7656
Email:  mmathabom@citadel.co.za


PIETER KRÜGEL

BCom (Accounting), BCompt (Hons), CA (SA), Mensan

Early on in life I decided that I would like to work with numbers and more recently I realised that changing people’s lives through this acquired knowledge is a fundamental priority to me. As a qualified Chartered Accountant, I have a unique insight into the recognition and measurement of financial instruments as well as the intellectual capital that drives it. I firmly believe that bringing these two elements together in harmony is where unlocking the true potential of wealth lies.

I studied at both the University of Johannesburg, as well as at the University of South Africa. In my downtime I spend it with my wife, entertaining family and friends, listening to classical music and keeping fit.

I joined Citadel as an Advisory Partner in 2013, after working in the retirement funding consulting and employee benefits industry at a major global financial services company. Before that I completed my CA articles at an audit firm in Randburg, Johannesburg.


Tel: +27 11 722 7600
Email:  PieterK@Citadel.co.za


ROWENA SHORDRIES

BCOM (FINANCIAL MANAGEMENT), CFP®

I joined Citadel in 2010 as part of the Wealth Realisation Team, focusing on private equity and corporate finance. I am currently a Wealth Planner at Citadel, responsible for providing financial advice and financial planning to high net worth individuals.


Tel: +27 11 722 7660
Email:  rowenas@citadel.co.za


SHAUN GRAVETT

CA (SA)

I am involved in the fields of mergers and acquisitions as well as corporate finance. I enjoy playing and listening to music. I love getting outdoors and playing a round of golf. I am also a keen rugby and cricket supporter. My beautiful wife, Anel and I have a soft spot for animals, especially dogs.


Tel: +27 11 722 7626
Email:  shaung@citadel.co.za


VAUGHAN PILKINGTON

BCOM, BACC, CA(SA), CFP®

I’ve been an advisory partner at Citadel for 15 years. During that period I served as an Exco member and Director of Citadel for 10 years taking responsibility for various functions in the advisory and human capital business units. As advisory partner I am now Head of Corporate New Business and am also engaged in driving new business inflows into the Sandton office. I qualified as a chartered accountant with Deloitte where I specialised in personal financial planning, and then spent 6 years with Alexander Forbes in the financial planning division before joining Citadel in 1998. After 25 years in the financial planning industry I am just as energized as ever to make a meaningful difference in our clients’ lives and sincerely believe that Citadel is the place where I can not only have a fulfilling career but where I can also best serve my client’s best interests. I am a passionate South African and proud father of an extended family of 6 amazing children ranging in ages from 16 to 28. I am a sports enthusiast and enjoy cycling, running, swimming, squash, gym and play the odd round of golf. I also love reading and going to the theatre and big music concerts, particularly with my kids, it keeps me young and energized!. I also love the magical energy you find when hiking and cycling through forests.


Tel: +27 11 722 7638
Email:  vaughanp@citadel.co.za


ASSISTANT: ROZZANE THULSIE
Tel: +27 11 722 7640
Email:  rozzanet@citadel.co.za


WAYNE GUNN

BSc (Mechanical Engineering)

I have a BSc Mechanical Engineering degree from the University of the Witwatersrand. I also completed the International Capital Markets program at the London Securities Institute and I am a registered trader. I have seven years management consulting experience with Accenture, KPMG and Price Waterhouse Coopers; five years investment research experience with ABN Amro and Credit Lyonnais Securities Asia and twelve years proprietary equity and derivative trading experience with Golding Torr & De Dekker and CKS Equities. To relax I play tennis, squash and golf. I also enjoy sailing, windsurfing, being outdoors in nature and a little bit of DIY at home. I am truly passionate about music, I play the bagpipes. I have two children, Tyler and Sasha.


Tel: +27 11 722 7687
Email:  wayneg@citadel.co.za



PRETORIA



JAAP DUVENAGE

B COM (LAW), LLB, DIPLOMA IN TAX LAW, CFP®

I joined Citadel 13 years ago as an Advisory Partner and am currently a Portfolio Manager responsible for our Citadel Online Securities offering. I began my career as a state advocate and attorney before moving into financial services and previously worked for Old Mutual and Investec Private Bank.


Tel: +27 12 470 2540
Email:  jaapd@citadel.co.za


ASSISTANT: MARTIE STEYN
Tel: +27 12 470 2573
Email:  marties@citadel.co.za


ALET GROBBELAAR

B.EConGeo

I grew up in Pretoria and matriculated at Hoërskool Menlopark. I studied BEconGeo at the University of Pretoria and was in the teaching profession for twenty years, where I mainly focussed on Maths and Geography. I joined Citadel as a Financial Planner in 2013. My husband, Coert and I have six children (three boys and three girls) between the ages of 12 and 21.

We enjoy outdoor activities and love spending time on our bushveld farm, where we do horse-riding and hiking. The ocean, however, has a special place in my heart.

I am very excited to be a part of the dynamic Citadel team and especially the planning side of the business. I have a passion for people, a deep desire to care for families and help them discover the true worth of their wealth.


Tel: +27 12 470 2737
Email:  AletG@Citadel.co.za


ANDRE GIBHARD

MBA, BCOM (LAW), CFP®

I started my career in ABSA as a private banker before I decided to specialise in investments. I have 19 years of joint experience as a banker and wealth manager. I studied at the University of Pretoria, North West and Free State and obtained the following MBA, BCom (Law) and Certified Financial Planner qualifications. I am passionate about client service and assisting my clients to explore what their wealth is truly worth. For relaxation I enjoy scuba diving, golf and traveling.


Tel: +27 12 470 2714
Email:  AndreG@Citadel.co.za


BARBARA GREEN

B COM, HDIP TAX

I am an advisory partner at Citadel and was previously an Associate Director of Deloitte Private Clients in the joint venture between Citadel and Deloitte. Over the years I have enjoyed working with clients and their families and in doing so believe I have given clients and their families peace of mind. I enjoy playing golf which has also allowed me to further strengthen my relationships with my golfing clients over the years as our meetings tend to start with a recap of our last game!


Tel: +27 12 470 2599
Email:  barbarag@citadel.co.za


ASSISTANT: MARTIE STEYN
Tel: +27 12 470 2573
Email:  marties@citadel.co.za


CARIEN PREUSSE

B.COM (HONS), CFP®

I’ve been at Citadel since 1998 and worked in different areas of the business through which I obtained a good understanding of financial planning before joining the wealth management team in 2006.

In my view life is all about setting goals: my goal is to help our clients achieve their financial goals. This is, however, a process, not a single step. By helping our clients understand how each financial decision impacts on other areas of their finances, I am able to put real and achievable steps in place to meet these goals. Most of my free time is spent on travelling between school, soccer practice and other diverse activities involving my 3 sons. My husband and I value the role family plays in our lives and we often entertain in order to spend as much quality time as possible with friends and family.


Tel: +27 12 470 2578
Email:  carienp@citadel.co.za


ASSISTANT: MICHELLE KRIEL
Tel: +27 12 470 2578
Email:  michellek@citadel.co.za


COERT GROBBELAAR

BCOM (ACC), CFP®

Citadel and the work we do has been my absolute passion for almost 14 years. I sincerely love what I do, which involves engaging with clients, understanding investment markets and working in the financial industry. It is my highest priority to develop and maintain trusted long term relationships with my clients. My core focus is to help you discover the true meaning of your wealth through the effective planning and management of your financial portfolio in this constantly changing environment. I obtained my B Com degree at UJ, completed my CFP and have worked in the financial services industry since 1994. At home I enjoy spending precious time with my wife and kids. I love horses and enjoy horseback riding on our farm in the bushveld.


Tel: +27 12 470 2521
Email:  coertg@citadel.co.za


ASSISTANT: THERESA DU PLESSIS
Tel: +27 12 470 2524
Email:  theresad@citadel.co.za


FRIK NEL

BPROC, LLB, CFP®

I have been an advisory partner at Citadel since September 2012. I have been involved in the financial services industry since 1987 in various capacities, ranging from Senior Legal Advisor at a large SA life assurer to Wealth Manager in the ultra-high net worth division of a leading SA private bank. I obtained the degrees B Proc LLB from the University of the Orange Free State and am a Certified Financial Planner (CFP®). I am committed to providing my clients with suitable financial advice in accordance with their needs and assisting them to make informed financial decisions. I love outdoor life, camping and fishing and enjoy spending quality time with my family and friends.


Tel: +27 12 470 2916
Email:  frikn@citadel.co.za


ASSISTANT: LINDIWE SHABALALA
Tel: +27 12 470 2735
Email:  lindiwes@citadel.co.za

ASSISTANT: ALICIA KALLIS
Tel: +27 12 470 2575
Email:  aliciak@citadel.co.za


HERLO NEL

B.COM

I joined Citadel in 1998 as an Advisory Partner. I am passionate about creating strong relationships with my clients and believe in always going the extra mile to ensure their hard-earned wealth is secure for the future. I began my career at Henk Prinsloo & Partners in Pretoria as an Articled Clerk before joining Old Mutual as a Senior Broker Consultant. I obtained a B.Com from the University of Pretoria and am a Certified Financial Planner. I enjoy hunting in my spare time.


Tel: +27 12 470 2515
Email:  herlon@citadel.co.za


ASSISTANT: CARINA KLEINGELD
Tel: +27 12 470 2589
Email:  carinak@citadel.co.za


ILSE VAN BILJON

CA (SA), CFP®

I’ve been an advisory partner at Citadel for the last 15 years. I’m passionate about giving the families I look after peace of mind by understanding their evolving needs and reassessing their financial roadmap so it continues to remain robust and secure for the future. Before joining Citadel I worked for Deloitte where I also did my articles and obtained my CA(SA) qualification. When not meeting clients and managing portfolios, I’m usually spending time with my family, squeezing in some pilates and reading.


Tel: +27 13 750 2582
Email:  ilsevb@citadel.co.za


ASSISTANT: KERRY GARDINER
Tel: +27 13 750 2582
Email:  kerryg@citadel.co.za


LEFTERIA MASTOROUDES

B COM (LAW) LLB

As an Advisory Partner, I’ve been fortunate to build many strong relationships with my clients during my tenure with Citadel. I am passionate about ensuring their hard-earned wealth is safe and secure for the future and I strive to really get to know my clients and their families so I can adjust their financial roadmap according to their changing circumstances.


Tel: +27 12 470 2525
Email:  lefteriam@citadel.co.za


ASSISTANT: ALISON BARNARD
Tel: +27 12 470 2514
Email:  alisonb@citadel.co.za


LIZE ELS

BCOM HONS, CFP®

I was appointed as an advisory partner by Citadel 15 years ago. I’ve always been fascinated by the dynamics of the global economy and its influence on share markets. Within this ever-changing environment I love advising my clients and assisting them to achieve their financial goals by carefully managing their investment portfolios. Music is my great love, I enjoy attending live shows and concerts and I play the piano whenever I have spare time.


Tel: +27 12 470 2554
Email:  lizee@citadel.co.za


ASSISTANT: CARINA BOSHOFF
Tel: +27 12 470 2722
Email:  carinab@citadel.co.za


NEIL VILJOEN

BA HDE, CFP®

I've been with Citadel for almost a year after spending 20 years with a major SA bank, I hope to use the wealth of experience and knowledge I’ve gained to assist you in achieving your goals in life. We all create wealth for a purpose but we do not always spend the time necessary to determine that our wishes/ dreams are practical. I studied at Stellenbosch and UOFS (CFP) and spent 8 years teaching before I ventured into financial services. My passions are my family, sport and Mossel Bay!


Tel: +27 12 470 2719
Email:  neilv@citadel.co.za


ASSISTANT: LINDIWE SHABALALA
Tel: +27 12 470 2735
Email:  lindiwes@citadel.co.za

ASSISTANT: ALICIA KALLIS
Tel: +27 12 470 2575
Email:  aliciak@citadel.co.za


ROELOF BLIGNAUT

BCOM (ECONOMICS AND ECONOMETRICS), DIPLOMA (FINANCIAL PLANNING)

I completed a BCom Economics and Econometrics degree at the University of Johannesburg, previously known as RAU. I also completed a post graduate diploma in Financial Planning at the University of the Free State. I have been working in the financial industry for the past seven years, where the latter part was with Investec. I am married to my beautiful wife, Corne and we currently have no kids. I love the outdoors and enjoy running, swimming, diving, camping and playing golf. My passion is family and friends and I want to spend as much time as possible with them. I consider my relationship with my clients as a partnership and want to give them the best possible financial service.


Tel: +27 12 470 2562
Email:  RoelofB@Citadel.co.za