Our Team

FC GREEFF

B.Com – Pretoria

Education

FC obtained his B.Com degree in 1995.

 

Experience

FC started his financial services career in 1994 as a pension fund trustee and principal officer for a corporate pension fund. In 1997 he started his own financial services practice and management consultancy firm, rendering services to individuals and corporates. Services apart from management and labour relations consulting included independent principal officer services, retirement fund and investment consulting and financial planning for individuals. FC has served on various investment committees and boards of trustees and has been a portfolio manager at Quantum since 2003.

 

Responsibilities

As CEO, FC is responsible for the company’s strategic management and -planning. He is also the chief investment officer and makes all investment decisions on Quantum’s multi-manager portfolios.

DR. THEO C. VAN DER LINGEN

D.Com. (Economics) – Pretoria

Education

Dr. Van der Lingen studied Econometric’s at the University of Pretoria up to Master’s Degree level and thereafter obtained his D.Com. in Economics.

 

Experience

He worked for eighteen years as an economist in government service in the former Office of the Prime Minister (Central Statistical Service and Central Economical Advisory Service) where he developed econometrical and input-output models for South Africa.

He has been with the private financial sector for more than 21 years. In this time he was with the former Fedsure Life for two years where he provided clients with sound financial advice. Thereafter, for the next eight years, he was with PSG fund management as fund manager of various national and international multi-management funds and national and international unit trusts; and also PSG Alphen asset management where he also managed private share portfolios.

With his extensive experience in economical aspects, financial markets, investment products and shares he joined Quantum Wealth’s investment team in March 2007 to 2009 as the head of Research. He is presently the portfolio manager of Quantum private share portfoli

 

Responsibilities

Dr. van der Lingen is responsible for managing and overseeing client’s private share portfolios.

ALICIA DE CLERK

B.Com (Hons) Investment Management, CFP® – Pretoria

Education

Alicia completed her B.Com degree in investment management with distinction in 2012. She received numerous academic awards, including the prize for the best achievement in Investment Management in both 2011 and 2012 and the Russell Loubser JSE bursary for excellent academic achievement and strong leadership abilities. While working, Alicia obtained her Honours degree in Investment Management after hours in 2013. In 2014 she completed her Post graduate degree in Financial Planning and wrote the FPI’s professional competency board exam in 2015. Alicia qualified as a CFP professional (Certified Financial Planner) in 2016.

 

Experience

Alicia started her career in the financial services industry in January 2013 as a junior financial planner at PSG Konsult. She joined the Quantum team as an investment analyst in September 2013. In 2014 Alicia’s role at Quantum expanded and she also started assisting clients in financial planning.
 

Responsibilities

Alicia’s investment analyst responsibilities include the day-to-day management and monitoring of our multi-manager portfolios and quantitative and qualitative research on funds and managers. She is part of Quantum’s investment committee and contributes insights on our funds’ investment decisions.

As a financial planner Alicia focusses on financial planning, retirement planning, estate planning and investment management.

DESIRÉ KIES

Pretoria

Education

Desiré obtained her matric in 1983 from the Hoërskool Erasmus in Bronkhorstspruit

 

Experience

Desiré started her career in 1984 at Nedbank. She worked in the field of finance in different large organisations and found her niche when she joined Quantum Wealth Management with their inception in 2003.
 

Responsibilities

As Head of Administration Desiré’s main responsibilities are the day to day administration of all office related matters. She is also responsible for the day to day administration and communication with the clients and LISP companies regarding the customer’s investment administration.

HANINE VAN ROOYEN

Pretoria

Education

Hanine obtained her matric in 1996 from the Hoërskool Waterkloof and completed various basic and advanced Microsoft courses from 1997 to 2002.

 

Experience

Hanine started her career in 1997 at the National Department of Agriculture as an administrative officer and in May 2002 she was appointed by the Tshwane municipal pension fund. ABSA Consultants and Actuaries (ACA) offered her a position as a Supervisor Employee Benefits Administrator in 2008 and in July 2012 Hanine joined the team at Quantum.
 

Responsibilities

Hanine is responsible for the day to day administration and communication with the clients and LISP companies regarding the customer’s investment administration, especially the administration of our private share portfolios.

WILLIE BOTES

Hatfield EB

Education

Willie completed an Internal Audit diploma.
 

Experience

Willie started his career in the financial services industry as the deputy manager at the Tshwane Municipal Pension Fund. He was then employed by ABSA Consultants and Actuaries as an employee benefit consultant. Willie joined the Quantum team in 2012 and has 20 years’ experience in employee benefit administration and consulting.
 

Responsibilities

Willie is responsible for new business, consulting and client relations at our employee benefits office. He also executes reporting and secretarial functions to trustees and oversees the administration function provided.

RONEL WAHL

Hatfield EB

Education

Ronel matriculated in 1982 after which she completed various management courses at the Gordan’s Institute of Business Science and ABSA. At ICTS and Sanlam she also completed distribution of death benefit programmes.
 

Experience

Ronel started her career in the finance department of the City of Tshwane, where she gained 14 years’ experience. In 1997 she moved to Tshwane Municipal Pension fund where she worked as a fund specialist, after which she was employed by ABSA Benefits as an Administration Manager from 2008. Ronel joined Quantum as part of our employee benefits team in 2012. With her 18 years’ of experience in employee benefits she has gained extensive knowledge and experience in the distribution of death benefits and reporting and recommendations to boards of trustees.
 

Responsibilities

Ronel is responsible for the administration of the Tshwane Group Life Scheme and is the liaison between Alexander Forbes and the Agricultural Research Counsel’s HR to monitor timeous payments of fund benefits. She interviews deceased members’ families and makes recommendations to the board of trustees on death claim benefits for both the Tshwane Group Life Scheme and the ARC Pension Fund. Ronel also handles general enquiries regarding both these schemes.

RIAAN VENTER

Freestate

Education

Riaan obtained a diploma in Wealth Management through Afm.
 

Experience

Riaan started his career in the financial sector in 1989 at the former Trust Bank where he was promoted to Branch Manager. In December 2002 he became a broker at ABSA and joined the Quantum team as a Financial Adviser in November 2010.
 

Responsibilities

Riaan is a Financial Adviser responsible for estate planning, retirement planning, medical aid-, and investment planning at our Free State Office.

STEFAN GREEFF

BCom Hons. Investment Management – Pretoria

Education

Stefan completed Matric in 2012 after which he began his BCom studies at the University of Pretoria in 2013. He then went on to complete his BCom Honours degree in Investment Management in 2016.
 

Experience

Stefan joined the Quantum team straight out of University as an investment analyst in February 2016.
 

Responsibilities

Stefan’s role as an investment analyst includes the day-to-day management and monitoring of our multi-manager portfolios and quantitative and qualitative research on funds and managers as well as assisting Alicia with her day-to-day investment responsibilities.

ANNIE POTGIETER

BCom (Hons.) Investment Management – Pretoria

Education

Annie completed her B.Com Investment Management degree with distinction in 2012. While working, Annie obtained her Honours degree in Investment Management in 2014. In 2015 she completed her Postgraduate Degree in Financial Planning and wrote the FPI’s professional competency board exam in 2016. Annie is also a member of the Financial Planning Institute of South Africa.
 

Experience

Annie started her career in the financial services industry in September 2013 as a junior financial planner at PSG Wealth Pretoria East. She joined the Quantum team as a junior financial planner in April 2019.
 

Responsibilities

Annie attends client meetings and is responsible for analysing clients’ needs, and researching and recommending suitable products aligned to those needs. She also looks after the day to day administration and communication with clients and LISP companies regarding the customer’s investment administration.

DOMINIQUE KIELBLOCK

LLB; Post Graduate Diploma in Financial Planning – Pretoria

Education

LLB; Post Graduate Diploma in Financial Planning
 

Experience

Did articles and commenced legal career at Gjersoe Incorporated before moving to Botha and Sutherland Attorneys where she was promoted to Partner. She then moved to Len Attorneys as Head of Litigation before joining Quantum.
 

Responsibilities

Operations & Compliance

ERIKA SMIT

BCom (Hons.) Marketing Management – Pretoria

Education

Erika studied Marketing Management at the University of Pretoria up to Honors level.
 

Experience

Erika has been in the financial service industry since 2006. She was involved with short term insurance, life insurance, employee benefits and investment products with MV Brokers up to 2014. In 2014 she joined SP Wealth to further her career in the long term insurance and investment industry. She joined Quantum Wealth Management in March 2018 as she wanted to maintain the independent service offering that Quantum Wealth Management offers to their clients as this aligns with the TCF (Treating Customers Fairly) regulatory approach.
 

Responsibilities

Erika is responsible for managing and reviewing of her clients’ investment- and life insurance portfolios.

LOUIS NELL

B-Tec Dip

Education

Louis holds a B.Tec Diploma
 

Experience

  • Louis started in the Financial Services Industry in January 1999 with “Equity Trust Asset Management” in Pretoria where he was appointed as a “Trainee Financial Advisor” while completing his Tertiary Studies. Specialist training was conducted in all aspects of:
    • Strategic Investment Planning and Management of Investment Portfolios
    • Comprehensive Estate and Liquidity Planning
    • Corporate and Business Continuity Structures and Liquidity Planning
    • Detailed Individual and Corporate Retirement Planning and Structures
    • Enhanced Medical Aid Solutions
    • Corporate and Individual Short Term Insurance Solutions
  • In July 2003, Louis started with “Momentum” where he was appointed as a Specialist Broker Consultant on all Momentum’s products and services with reference to the above mentioned field of experience. His main duties was to assist his professional panel of Financial Advisors with Product and Industry knowledge.
  • In November 2011 after a very successful career with Momentum, Louis joined “FNB Financial Advisory” where he was appointed as an Independent Financial Advisor, responsible for FNB’s client base in the East of Pretoria. Louis focused mainly on Investment Planning, Management and Structures as well as detailed Estate Planning and Business Solutions.
  • In August 2018 Louis joined “Quantum Wealth Management” where he was appointed as a Cat2 Independent Financial Advisor where absolute Independency and understanding “Client Needs” are of the utmost importance in the journey to success.

 

Responsibilities

Louis is responsible for managing all his existing and new client’s Investment Structures, Estate and Corporate Planning as well as Individual and Corporate Retirement Solutions.