Meet Our Team at Brofin

Andre Olivier

I joined the Financial Services Industry as a Sanlam advisor at the Sandton branch in 1992.

In 1999 I joined Brofin (then Prudent advisory services) and have been at the Bedfordview (head office branch) ever since.
I focused on risk and retirement planning and more recently on investment advice – and find it very rewarding executing retirement processes after 30-odd years of planning.

I hold an NQF5 in Financial Planning and the required Regulatory examination qualifications.

Contact details: 083 260 6660 or Andreo@prudent.co.za or my assistant Apsara Kader (Apsara also holds an NQF5 financial planning qualification) on 0825764146 / Apsaras@prudent.co.za.
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I joined the Financial Services Industry as a Sanlam advisor at the Sandton branch in 1992.

In 1999 I joined Brofin (then Prudent advisory services) and have been at the Bedfordview (head office branch) ever since.
I focused on risk and retirement planning and more recently on investment advice – and find it very rewarding executing retirement processes after 30-odd years of planning.

I hold an NQF5 in Financial Planning and the required Regulatory examination qualifications.

Contact details: 083 260 6660 or Andreo@prudent.co.za or my assistant Apsara Kader (Apsara also holds an NQF5 financial planning qualification) on 0825764146 / Apsaras@prudent.co.za.

Barbara Gross

Barbara joined the financial services industry in 1995 after many years in the teaching profession. Having experienced the need for financial education, she became passionate about advising & educating others about working with money & assisting with the technical understanding of risk & investment products.
Barbara’s focus is on financial planning, building a relationship & guiding each client on their journey through life. She believes in the motto “ LIVE YOUR LIFE & PLAN FOR TOMORROW”

Barbara has a higher certificate in financial planning from MILPARK BUSINESS SCHOOL NQF5...

Barbara joined the financial services industry in 1995 after many years in the teaching profession. Having experienced the need for financial education, she became passionate about advising & educating others about working with money & assisting with the technical understanding of risk & investment products.
Barbara’s focus is on financial planning, building a relationship & guiding each client on their journey through life. She believes in the motto “ LIVE YOUR LIFE & PLAN FOR TOMORROW”

Barbara has a higher certificate in financial planning from MILPARK BUSINESS SCHOOL NQF5

Collin Naidoo

Driekie Taljaard

I have 19 years financial advice experience. My journey started with Brofin (Pty) Ltd formerly known as Prudent Group in August 2008. In 2010 a Prudent Branch was opened in Witbank. My Role was as Branch Manager with 15 consultants under my supervision. In 2013 we closed the office in town and started working from my office at home in Witbank.

I am a self-driven, hardworking, committed and loyal person. I love people and am willing to go the extra mile for my clients. My client becomes my family and good friends. I commit myself to treating my client professionally and fairly.

Qualifications:
June 2009 - Completed my 60 credits towards the National Certificate in Wealth Management -NQF level 5.
August 2012 - Completed my First Level Regulatory Examination - Representative.
May 2016 – I was registered as an Independent Financial Advisor.
Once a year I meet my required CPD points and Accreditations with the Authorized Providers I’m registered with.

I render financial advice and services for Authorized Product Providers which Brofin (Pty) Ltd has a Broking Contract with namely:
• Discovery Life/Invest/Vitality
• Liberty Group
• Hollard
• Sanlam I have the appropriate Professional Indemnity Insurance cover, I met the Fit & Proper requirements as per the FSCA prescribed by the FAIS Act.
Client Feedback
I would like to take this opportunity to express my sincere gratitude to Driekie Taljaart for the outstanding service she provided while handling the updates on my Discovery policy.
She also went the extra mile to assist me with my Old Mutual policy recently, showing incredible dedication and professionalism.
Driekie has been my insurance broker for several years, and her consistency and reliability in her work have always been remarkable. I would, without hesitation, recommend her to anyone in need of expert a...

I have 19 years financial advice experience. My journey started with Brofin (Pty) Ltd formerly known as Prudent Group in August 2008. In 2010 a Prudent Branch was opened in Witbank. My Role was as Branch Manager with 15 consultants under my supervision. In 2013 we closed the office in town and started working from my office at home in Witbank.

I am a self-driven, hardworking, committed and loyal person. I love people and am willing to go the extra mile for my clients. My client becomes my family and good friends. I commit myself to treating my client professionally and fairly.

Qualifications:
June 2009 - Completed my 60 credits towards the National Certificate in Wealth Management -NQF level 5.
August 2012 - Completed my First Level Regulatory Examination - Representative.
May 2016 – I was registered as an Independent Financial Advisor.
Once a year I meet my required CPD points and Accreditations with the Authorized Providers I’m registered with.

I render financial advice and services for Authorized Product Providers which Brofin (Pty) Ltd has a Broking Contract with namely:
• Discovery Life/Invest/Vitality
• Liberty Group
• Hollard
• Sanlam I have the appropriate Professional Indemnity Insurance cover, I met the Fit & Proper requirements as per the FSCA prescribed by the FAIS Act.
Client Feedback
I would like to take this opportunity to express my sincere gratitude to Driekie Taljaart for the outstanding service she provided while handling the updates on my Discovery policy.
She also went the extra mile to assist me with my Old Mutual policy recently, showing incredible dedication and professionalism.
Driekie has been my insurance broker for several years, and her consistency and reliability in her work have always been remarkable. I would, without hesitation, recommend her to anyone in need of expert a

Lisa Zinn

I have been part of the Brofin family since 1997, fulfilling different roles within the organisation.
In 2013 I was presented with the opportunity by Director Larry Brookstone to further my career within Brofin as initially a Para Planner working towards the full role of Financial Advisor as I completed my RE 1 and RE 5 qualifications during 2012.
The end of 2014 I completed my NQF5 in Financial Planner and over the past years have established core client relationships.
My clients have become part of my family as well as Brofin Family.
My philosophy is “How may I be of service”, the client’s needs are the priority over and above all else, which reiterates both the Brofin’s philosophy and FSCA’s of “Treating the Customer Fairly”....

I have been part of the Brofin family since 1997, fulfilling different roles within the organisation.
In 2013 I was presented with the opportunity by Director Larry Brookstone to further my career within Brofin as initially a Para Planner working towards the full role of Financial Advisor as I completed my RE 1 and RE 5 qualifications during 2012.
The end of 2014 I completed my NQF5 in Financial Planner and over the past years have established core client relationships.
My clients have become part of my family as well as Brofin Family.
My philosophy is “How may I be of service”, the client’s needs are the priority over and above all else, which reiterates both the Brofin’s philosophy and FSCA’s of “Treating the Customer Fairly”.

Monica Lotriet

I joined the Brofin Team in 2013 and obtained my Higher Certificate in Financial Planning NQ5 through Milpark Education.
I thrive on service, honest advice and transparency with my Clients. Each and every one are valued and special and I will always go the extra mile to assist.

I am licensed to sell long and short term products and cannot wait to be of service to you !!!
...

I joined the Brofin Team in 2013 and obtained my Higher Certificate in Financial Planning NQ5 through Milpark Education.
I thrive on service, honest advice and transparency with my Clients. Each and every one are valued and special and I will always go the extra mile to assist.

I am licensed to sell long and short term products and cannot wait to be of service to you !!!

Sarah Geyer

I have been a Personal Assistant / Para Planner in the financial services industry for the last 17 years and I hold a RE1 Certificate from the financial planning institute of South Africa .
I am passionate about providing excellent service to our clients and solving queries in a timeous fashion.

Steve Smith

Steve started his career in the Financial Planning Industry in 1988 at Liberty Life during which time he gained much experience in several roles spanning Recruitment, Supervision, Training and Development of Financial Advisors. He has also developed his own client base over the years and firmly believes that by providing a fast, pro-active and professional service to his clients, that this has been the key to ensuring long lasting client relationships underpinned by trust. "Gaining on going knowledge that is transferred into high quality, honest advice, ensures that my clients can sleep peacefully at night knowing that they and their families are Financially Secure in the face of any life changing event that so often strikes when least expected.

Steve has a B. Comm Degree where he majored in Law and Economics and has also successfully completed a Diploma in Marketing via the Department of Business Economics at Wits University. In his desire to further enhance his knowledge Steve also successfully completed The Diploma In Personal Financial Management as well as an International Financial Planning Diploma through the University of Sydney/ Australia. Steve's philosophy in life is live each and every day as if it were your last and to be kind and helpful to others by assisting them to build Security through the implementation of sound Financial Planning principles. ...

Steve started his career in the Financial Planning Industry in 1988 at Liberty Life during which time he gained much experience in several roles spanning Recruitment, Supervision, Training and Development of Financial Advisors. He has also developed his own client base over the years and firmly believes that by providing a fast, pro-active and professional service to his clients, that this has been the key to ensuring long lasting client relationships underpinned by trust. "Gaining on going knowledge that is transferred into high quality, honest advice, ensures that my clients can sleep peacefully at night knowing that they and their families are Financially Secure in the face of any life changing event that so often strikes when least expected.

Steve has a B. Comm Degree where he majored in Law and Economics and has also successfully completed a Diploma in Marketing via the Department of Business Economics at Wits University. In his desire to further enhance his knowledge Steve also successfully completed The Diploma In Personal Financial Management as well as an International Financial Planning Diploma through the University of Sydney/ Australia. Steve's philosophy in life is live each and every day as if it were your last and to be kind and helpful to others by assisting them to build Security through the implementation of sound Financial Planning principles.

Warren Holmes

I have been a dedicated financial advisor since 2003, helping clients achieve their financial goals with tailored solutions and sound advice. In 2010, I was appointed as the Regional Manager of Cape Town, a role that allowed me to lead with a focus on exceptional customer service and product knowledge, which remains my top priority. I hold an NQF5 qualification through Millpark Business School, equipping me with the skills and expertise to navigate the complex world of finance. My approach is defined by integrity, reliability, and a genuine passion for empowering clients to make informed financial decisions. I pride myself on being approachable, detail-oriented, and committed to building long-term relationships based on trust. Contact details: 082 817 5219 or 021 914 8909. I look forward to partnering with you on your journey to financial success....

I have been a dedicated financial advisor since 2003, helping clients achieve their financial goals with tailored solutions and sound advice. In 2010, I was appointed as the Regional Manager of Cape Town, a role that allowed me to lead with a focus on exceptional customer service and product knowledge, which remains my top priority. I hold an NQF5 qualification through Millpark Business School, equipping me with the skills and expertise to navigate the complex world of finance. My approach is defined by integrity, reliability, and a genuine passion for empowering clients to make informed financial decisions. I pride myself on being approachable, detail-oriented, and committed to building long-term relationships based on trust. Contact details: 082 817 5219 or 021 914 8909. I look forward to partnering with you on your journey to financial success.

THE BROFIN TEAM