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We have a highly qualified financial planning team,
with more than 40 years of financial planning experience between us. Our
financial planners have all accomplished the Certified Financial Planner
(CFP) mark, the highest recognition in financial planning worldwide.
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Debbie Netto-Jonker CFP Financial Planner of the Year
2001 Lead Financial Planner |
Debbie is the founder of Netto Financial Services. Her experience in
investment and financial planning began in 1988, when she joined Liberty Life.
She soon formed an independent investment and financial planning company. Her
straight talking, systems-oriented and strategic approach to advise clients on
investment strategy, financial decisions and business management has benefited
her clients over the years. In 2001 she was awarded the esteemed Financial
Planning Institute (FPI) / Personal Finance Financial Planner of the Year
Award, the ultimate recognition in South Africa for excellence in financial
planning. She is a member of the FPI. Debbies other passion in life is
her family. She is married to Dave and is kept young by her two children, Kerry
and Michael.
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Ian Beere BCom BCompt (Hons) CA (SA) CFP Lead
Financial Planner |
Ian, with his strong analytical ability and in-depth local and
international experience in finance and tax, joined Netto Financial Services in
1999 as a shareholder. He studied at UCT and UNISA, qualifying as a CA (SA) in
1994. Prior to joining Netto's, his nine years of work experience included
three years in Cape Town, playing an integral role in the successful turnaround
of a well known national retail chain. He then spent three years in London in
structured finance at Lloyds Bank Group where his responsibilities included
statutory reporting and taxation compliance for about 70 companies . Ian is a
member of the FPI and the South African Institute for Chartered Accountants
(SAICA). In 2007, Ian was awarded the esteemed Financial Planning Institute
(FPI) / Personal Finance Financial Planner of the Year Award, the ultimate
recognition in South Africa for excellence in Financial Planning. Life for Ian
isn't just about finance though. He is married to Ali, and enjoys paddle
skiing, mountain biking and flying light aircraft.
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