Chartered Wealth Solutions Overview
Contact top employees from
Chartered Wealth Solutions
Summary
Chartered Wealth Solutions is an award winning retirement planning business which specialises in helping people merge their money to a unique and authentic life in retirement. It helps its clients do ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Financial planning, Retirement life planning, Investment planning, Estate planning, Retirement
Founded
1999
Contact Chartered Wealth Solutions
Organization Website
Social Links
Phone Number
11-502-2800
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1974 | Public Company | 100-200 | - | $- | |
| 2009 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Chartered Wealth Solutions
Struan Betty
Associate Planner
Katleho Khunyeli
System Support
Stephan Smidt
Articled Planner
Carmen de Goede
Client Relationship Manager
Siphiwe De Frend
Retirement Consultant
Maryanne Leicher CA CFP
Retiremeant(TM) Specialist
Dina Steele FPSA®
Legal Advisor
Ross Haine
Associate Planner
Thamandhrie Reddy
Client Relationship Manager
Lyndsay Barr
Writer
Savannah Reich CFP®
Articled planner
Courtney Kockjeu
Associate Planner
Sean Joubert
Articled Planner
Avril Coetzee
Para Planner
Ingrid Davidson
Client Relations
Ashley Archer
Financial Planning Specialist
Caroline Wilson Adams
Strategic Knowledge Custodian
Pat Blamire CFP®
Certified Financial Planner
Tiffany Havinga CFP®
Financial Planning Specialist
Jason Appel CFP®
Financial Planning Specialist
Donovan Adams
Director
Joanie Van Den Heever
Compliance Officer
Princess Mbele
Administrator
Craig Harrison CFP®
Financial Planning Specialist
Barry Phillips
Retired
Lionel Karp
Consultant
James Carvalho
Director and Financial Planner
Sybille Viljoen
Certified Financial Planner
Christina Forman
Certified Financial Planner®
