DIRECTOR - CAIB (SA)
Ian started his career in banking in 1987 during which time he was elected as a member of the Institute of Bankers committee in KwaZulu-Natal and was soon appointed as the youngest Chairman ever.
Whilst holding the position of area manager in business banking, with one of the major banks, a position became available in the wealth management division of the bank. Ian was successful in securing the specialised position and discovered that wealth management was his passion.
After 23 years of gaining knowledge and experience in the banking and wealth management sectors he realised his dream and established his own wealth management company in 2010. He now brings his years of experience as the head of Affinity Wealth.
Ian has been married for 27 years and has 2 daughters. He never misses an opportunity to spend time with his family and loves to braai, enjoys bass fishing or playing golf.
Zac is one of our Financial Advisors and began his career in the financial services industry in 2014 on the back of completing a Bachelor’s Degree.
Joining the industry at 26 years old has allowed him to gain valuable exposure from a young age. He has brought modern and fresh insight into how we structure our investment portfolios.
We are confident in his ability to assist our clients in the entire Financial Planning process. We support him fully on his journey towards obtaining a CFP® designation.