Our Team

Qualifications
Member - Institute of Financial Markets
Associate - Financial Planning Institute
RE1 Key Individual
RE3 Discretionary Manager
RE5 Representative

Employment History
Jim started Financial Fitness during April 1996. He has been involved with investment education, advice and management since 1982, first in South Africa then the USA. While living in the United States and working for Investors Edge, he realised that most people didn't invest because they could not save - a little obvious, but totally overlooked. So, between 1994-95 he wrote the course material for Financial Fitness The Easy Way and returned to South Africa, to establish the company, in January 1996. Jim is a Member of The Institute of Financial Markets and holds a Discretionary Asset Management licence with the Financial Services Board.

Qualifications
CFP

Employment History
Financial Fitness 1998 – Present
Vicky began at financial fitness as an accountant and thereafter became Jim Millar’s PA. She was then promoted to office administrator for the Rivonia branch. In 2000 Vicky began financial planning and by 2003 she became a director.

Qualifications
Certificates in proficiency
Certificate in insurance studies
National Diploma in personal financial planning

Employment History
Rudi started his career in 2001 with the Liberty Group. In 2003 he was head hunted by Financial Fitness to join the team as a wealth planner. In 2007 Rudi was promoted to senior wealth planner and in 2014 he was appointed as a director of the company and placed in charge of Human Resources and well as Internal Compliance.

Qualifications
Certificate in Financial Planning
RE 5 (Representatives)
KI (Key Individual)

Employment History
Marlene joined Financial Fitness in 2003 and has 14 years’ experience as a client relationship manager. Prior to joining Financial Fitness she was a member of the ABSA Platinum team on their Private Client's dealing desk.

Qualifications
Bachelor of Laws (Hons) Tax major – UKZN
PGDFP – UFS
FSCA RE 5 – Moonstone
OOW- MCA
IEB – Hilton College

Employment History
Richard started his working career as in house counsel for a global shipping company spanning across seven continents. He was involved in the Execution of multi-faceted law in South Africa with specialities in maritime international transport and trade logistics, commodities, clearing and forwarding, agency, customs and South African corporate and commercial law. In this time he was responsible for setting charters via continual monitoring of market movements and trends. It was through this market monitoring and continual planning that Richard was naturally drawn towards Investment and Financial planning. He then went onto to further his studies in this regard and continues to do so. In 2014 he carried out the role of chief financial officer in which time he carried out the Financial planning, business strategy (creation and maintenance of customer and client relationships, new venture evaluation, hedging & exporting of commodities, cash flow management, budgeting, variance reporting) and management of capital expenditure. Before joining Financial Fitness, Richard worked at Sasfin Financial Advisory Services and the Isle of Man domiciled Capital International Group. Richard sits on both the Category 1 advisory licence and the Category 2 discretionary investment management licences at Financial Fitness.

Qualifications

FSCA RE 5
PGDFP
CFP

Employment History

Izette began her career at Financial Fitness in 2000 as administrator. During 2011 she accepted the position of para-planner, working with the Managing Director and other Wealth Planners at Financial Fitness. After excelling in this role, she was promoted to full time Wealth Planning, and has since built a strong and appreciative client base.

Employment History
Before Hanlie joined Financial Fitness she obtained several Diploma’s, Property Law & Conveyancing, Legal Studies through Oxbridge Academy, and a Certificate in Preparation of Financial Statements through ICB. Hanlie’s been a Tax and Accounting Consultant for the last 10 years before joining our team. She is very passionate about the financial services industry.

Qualifications
MBA
RE 5 (Representatives)
Ki (Key Individual)
Certificate in Business Management - South African Institute of Management
Bachelor of Arts Honours, Clinical Psychology

Employment History
In 2008, Coleen joined Financial Fitness Services as a senior administrator. Coleen has been in the financial services industry for 21 years.

Work Experience

Louise has been in the Financial Industry for over 7 years and previously worked for an Asset Management Company.

Job Description

Louise joined Financial Fitness in the later part of 2017 and is responsible for all service changes on behalf of the Financial Planners.

Employment History
Trisha has been in the financial services industry for over 13 years. Trisha was previously part of the marketing department at Momentum Wealth for over 7 years. Trisha joined Financial Fitness in July 2014 and is head of new business for our organisation.

Bella’s job is to ensure that you enjoy your visit from the first minute. She keeps our office spotless and makes the best coffee and tea in Sandton."