Chartered Wealth Solutions Information
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
Organization Website | charteredwealth.co.za |
Social Links |   |
Phone Number | 11-502-2800 |
Industries | |
Headquarters Location | 2 North Road, Johannesburg, Gauteng, ZA |
Employees Size | 100-200 employees |
Specialties | Financial planning, Retirement life planning, Investment planning, Estate planning, Retirement |
Founded | 1999 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1974 | Public Company | 100-200 | - | $- | |
| 2009 | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Chartered Wealth Solutions shows a diverse range of experience levels:
6% have been with the company for less than 1 year6% for 1–2 years9% for 3–4 years12% for 5–7 years18% for 8–10 years50% have over 11 years of service at Chartered Wealth SolutionsEx-employees positions
In Company
In New Company
Contact top employees from
Chartered Wealth Solutions
Ingrid Davidson
Client Relations
Pat Blamire CFP®
Certified Financial Planner
Donovan Adams
Director
Joanie Van Den Heever
Compliance Officer
Patricia Tomsett
Financial Manager
Adele du Plessis
Client Relationship Manager
Ray Taylor
Articled Planner
Stephanie Ferreira CFA
Director & Financial Planning Specialist
Karen Gayle Wilson
Concierge
Londeka Duma
Compliance Administrator
Mihir Poobalan
IT Assistant
Vanessa Van Der Linde
Client Relationship Manager
Jack Trotter
Articled Planner
Brody Verseput
Articled Planner
Nicholas Lello
Senior Accountant
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
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FAQ
Chartered Wealth Solutions operates in the Finance industries. More details can be found on the official website: charteredwealth.co.za.
The headquarters of Chartered Wealth Solutions are located in Johannesburg, Republic of South Africa.
You can contact Chartered Wealth Solutions by phone at 11-502-2800.
Chartered Wealth Solutions currently employs 100-200 people.
Well-known competitors of Chartered Wealth Solutions include ESWATINI NATIONAL PROVIDENT FUND and Xponential Growth Solutions.
