Verso Investment Services Wealth Managers

The Wealth Managers at Efficient Wealth

The Personal Wealth Managers at Efficient Wealth are here to help ensure your ongoing financial investment success. In fact when we enter into a financial partnership with you, you can rest assured that your investment capital will at all times be managed by leading industry and Wealth Management Professionals.

The Wealth Management Team

All of our existing clients are assigned one of our personal Wealth Managers to look after their individual financial portfolios. This team of experienced and professional Wealth Specialists includes some of the most respected names in the industry and are based in Cape Town and Port Elizabeth. The team is made up of:
Carel Lock, CFP®
Carel Lock, CFP®Wealth Manager

Carel Lock has 20 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
Michelle Wilson, CFP®
Michelle Wilson, CFP®Wealth Manager

Michelle Wilson has 29 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
Corinne Robinson, CFP®
Corinne Robinson, CFP®Wealth Manager

Corinne Robinson has  24 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
Jaco Louw, CFP®
Jaco Louw, CFP®Wealth Manager

Jaco Louw has 8 years’ experience in the financial industry and holds the following qualifications:

  • Postgraduate Diploma in Financial Planning (CFP)
  • BComm Hons HRM
  • BComm Management Sciences
Rene Visser
Rene VisserWealth Manager

René Visser has 20 years’ experience in the financial industry and holds the following qualifications:

    • Advanced Certificate in Financial Planning (NQF6)
    • BA (HSS)
Wikus Janse van Vuuren, CFP®
Wikus Janse van Vuuren, CFP®Wealth Manager

Wikus Janse van Vuuren has 8 years’ experience in the financial industry and holds the following qualifications:

  • BComm Rationum
  • Postgraduate Diploma in Financial Planning
  • Advanced Post Graduate Diploma in Financial Planning
Dwain Dodd
Dwain DoddWealth Manager

Dwain Dodd has 2 years’ experience in the financial industry and holds the following qualifications:

  • B.Comm degree in Financial Planning
Ruan Botha, CFP®
Ruan Botha, CFP®Wealth Manager

Ruan Botha has 4 years’ experience in the financial industry and holds the following qualifications:

  • BComm Management Science
  • Post Graduate Diploma in Financial Planning (CFP)
Marlese Vivier
Marlese VivierWealth Manager

Marlese Vivier has 19 years’ experience in the financial industry and holds the following qualifications:

    • National Certificate: Wealth Manager RFP3
Anzel Vermaak
Anzel VermaakWealth manager

Anzél Vermaak has 3 years’ experience in the financial industry and holds the following qualifications:

  • BComm Honours Degree in Business Management
  • Post Graduate Diploma in Financial Planning (CFP)
  • BComm Financial Planning
Regardt van Huyssteen
Regardt van HuyssteenWealth Manager

Regardt van Huyssteen has 7 years’ experience in the financial industry and holds the following qualifications:

  • BComm Investment and Financial Management
  • Post Graduate Diploma in Financial Planning (CFP)
  • Advanced Post Graduate Diploma in Financial Planning
Chantel Heinemann
Chantel HeinemannWealth Manager

Chantel Heinemann has 20 years’ experience in the financial industry and holds the following qualifications:

  • Post Graduate Diploma in Financial Planning (CFP)