Key Investment Advisors
Our core team of professionals are Chartered Accountants and/or Certified Financial Planners. Our two key investment advisors are Schalk Kruger and Eugene Oakes.
Schalk Kruger completed his B.Com, B.Compt (Hons), CTA and his Registered Person’s exams (Equities, Bonds, Derivatives, Forex). Furthermore, he completed his MBA (UP) with the Thesis: “Capital Investment Decision: Turnkey Projects”. Over and above his formal qualifications, Schalk is also one of the founding members of the Compliance Institute of South Africa (CISA) and is a member of SAICA and holds the designation as a Chartered Accountant; CA(SA).
After completing his Articles at Deloittes, one of the Top 4 Global auditing firms Schalk gained the following valuable experience and Management positions which include: Risk Manager at Momentum Life Ltd, Financial & Actuarial Solutions division (FAS). Here he gained valuable experience in Asset Management, Properties, Employee benefits, Unit Trusts which include offshore retail and Investment Products.
Thereafter he was transferred to Rand Merchant Bank (RMB) Asset Management, a division within FirstRand Ltd where he was the Head of Risk & Compliance. Schalk gained valuable experience in Collective Investment Schemes, Pension/Provident Funds and Life Funds. During this period he completed his registered person’s exam for equities, interest bearing instruments, derivatives and regulatory aspects through the South African Institute of Financial Markets and acted as SAFEX derivatives Compliance Officer for RMB Asset Management.
Over and above the cited duties, Schalk was a Member of the FirstRand Asset Management Audit Committee and also acted as Company Secretary and Public Officer. He was involved in various system conversions, tax reviews and regulatory compliance reviews, SAS 70, GIPS, Credit risk reviews and ratings, Forensic Audits, Jobbing, Insider Trading, Front Running, and Fraud etc. After he left RMB he had an External Audit Practice which provided accounting and tax solutions to SME’s, whilst being a Pension Fund Auditor for various umbrella Funds.
He has acted as an Independent Consultant and/or Financial Manager to various public and listed firms, which include but are not limited to Barclays PLC, Liberty (Stanlib), Royal Haskoning DHV BV and Asset management services, also gained experience in acting as trustee and executor. From the creation of Hofland Independent Consultants, he acts as independent Investment and Tax consultant to clients, specializing in offering retirement investment solutions and other investment products to clients with reputable, transparent fund management entities only.
Eugene Oakes graduated in 1999 with a B.Com Economics and Econometrics degree, thereafter a B.Com (Hons) in Investment Management. During 2001 he completed his registered person’s exam for equities through the South African Institute of Financial Markets. He thereafter completed his Post Grad Diploma in Financial Planning in 2006 and became a member of the Financial Planning Institute, and holds the designation as a Certified Financial Planner (CFP).
He started his career at Nedbank as a graduate trainee where after he joined UNIFER as a risk analyst. In 2002 he became a financial advisor/planner at Liberty and later moved over to Odyssey Metropolitan Personal Financial Planning (PFP) division.
Eugene joined Discovery in 2010 as Group Compliance Manager where he had the responsibility of implementing systems and procedures to ensure that financial advisors complied with mandatory legislation, financial planning and ethical standards, while focusing on the development and improvement of the advisors financial planning skills.
Currently Eugene is also one of the exam setters for the FPI investment board exam to qualify as a Certified Financial Planner, which he truly enjoys doing.