Chartered Wealth Solutions Employee Directory

Chartered Wealth Solutions corporate office is located in 2 North Rd, Johannesburg, Gauteng, South Africa and has 51-200 employees.

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chartered wealth

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Employees by Department

Departments

Number of employees

Finance

Legal

Operations

C-Suite

Sales

Information Technology

Chartered Wealth Solutions CEO

Jonathan CampbellChief Executive Officer

Phone

See Profile

Key Employees of Chartered Wealth Solutions

KP
Kim Potgieter
Managing Director, At Chartered Wealth Solutions
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Chartered Wealth Solutions Global Presence

Location	People at location
Africa	51-200

Index of contact profiles from Chartered Wealth Solutions

Hundreds of professionals searching for Chartered Wealth Solutions have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

CD
Carmen De Goede
Email Direct
Client Relationship Manager
South Africa , Gauteng , Johannesburg

LA
Leslie Abrahamse
Email Direct
Senior Financial Planner
South Africa , Gauteng , Johannesburg

DS
Dina Steele
Email Direct
Legal Advisor
South Africa , Gauteng , Johannesburg

JC
James Carvalho
Email Direct
Director and Financial Planner
South Africa , Gauteng , Johannesburg

PT
Patricia Tomsett
Email Direct
Manager, Financial
South Africa , Gauteng , Johannesburg

TB
Tom Brukman
Email Direct
Certified Financial Planner
South Africa , Gauteng , Johannesburg

AA
Ashley Archer
Email Direct
Financial Planning Specialist
South Africa , Gauteng , Johannesburg

TH
Tiffany Havinga
Email Direct
Financial Planning Specialist
South Africa , Gauteng , Johannesburg

LC
Lauritta Costa
Email Direct
Para-Planner
South Africa , Gauteng , Johannesburg

RH
Ross Haine
Email Direct
Financial Planner
South Africa , Gauteng , Johannesburg

PG
Paul Greenwood
Email Direct
Financial Planner
South Africa , Gauteng , Johannesburg

DA
Donovan Adams
Email Direct
Director of Eastern Cape and Financial Planning Specialist
South Africa , Gauteng , Johannesburg

BH
Barclay Hoar
Email Direct
Director
South Africa , Gauteng , Johannesburg

SS
Shahzaadee Sidat
Email Direct
Client Experience Coordinator
South Africa , Gauteng , Johannesburg

SB
Struan Brown
Email Direct
Associate Planner
South Africa , Gauteng , Johannesburg

NL
Nicholas Lello
Email Direct
Senior Accountant
South Africa , Gauteng , Johannesburg

ML
Maryanne Leicher
Email Direct
Retiremeant Specialist (Tm)
South Africa , Gauteng , Johannesburg

MM
Masego Mametja
Email Direct
Articled Planner
South Africa , Gauteng , Johannesburg

MK
Matthew Ketley
Email Direct
Business Analyst
South Africa , Gauteng , Johannesburg

JT
Justine Tindle
Email Direct
Tax Accountant
South Africa , Gauteng , Johannesburg

Jv
Jordan van Dongen
Email Direct
Financial Planner
South Africa , Gauteng , Johannesburg

PW
Pete Wilson
Email Direct
Director of Durban and Financial Planning Specialist
South Africa , Gauteng , Johannesburg

HS
Heino Strydom
Email Direct
Financial Planner
South Africa , Gauteng , Johannesburg

PB
Pat Blamire
Email Direct
Financial Planning Specialist
South Africa , Gauteng , Johannesburg

JA
Jason Appel
Email Direct
Director and Financial Planning Specialist
South Africa , Gauteng , Johannesburg

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Former Employees at Chartered Wealth Solutions

Explore people who held key positions, contributed to Chartered Wealth Solutions's success, and advanced their careers.

Marelize Gloy

Global Head, Complianc... at Ninety One

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at Chartered Wealth Solutions (2017-2019)

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Jessica Pereira

Senior Account Executi... at Superside

Worked as Marketing Assistant

at Chartered Wealth Solutions (2016-2016)

Direct

Yondela Madikizela

Assistant Site Manager at Shell

Worked as Financial Administrator

at Chartered Wealth Solutions (2017-2018)

Direct

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Financial Planner at PW Harvey

Worked as Associate Planner

at Chartered Wealth Solutions (2025-2026)

Direct

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Firm Integration Speci... at ENSafrica

Worked as Client Relationship Manager

at Chartered Wealth Solutions (2017-2023)

Direct

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Business Development M... at Adviceworx

Worked as Financial Administrator

at Chartered Wealth Solutions (2019-2020)

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Frequently Asked Questions Regarding Chartered Wealth Solutions Employees

How many employees does Chartered Wealth Solutions have?

Chartered Wealth Solutions has 51-200 employees

Who is the CEO of Chartered Wealth Solutions?

Chartered Wealth Solutions’s CEO is Jonathan Campbell

Who are Chartered Wealth Solutions key employees?

Some of Chartered Wealth Solutions key employees are Kim Potgieter

Where is Chartered Wealth Solutions located?

Chartered Wealth Solutions’s headquarters are located at 2 North Rd, Johannesburg, Gauteng, South Africa

How do I contact Chartered Wealth Solutions?

Chartered Wealth Solutions Contact Info: Phone number: +27 115022800 Website: www.charteredwealth.co.za

What does Chartered Wealth Solutions do?

Chartered Wealth Solutions is a holistic financial planning firm dedicated to merging clients' financial resources with their life goals. They offer a range of services including estate planning, tax planning, investment management, and specialized workshops aimed at helping clients achieve meaningful retirement. Their target clients are individual... Read More

Is Chartered Wealth Solutions a public company?

Chartered Wealth Solutions is private company therefore does not currently have an official ticker symbol

See more information about Chartered Wealth Solutions Employees