Jim MillarManaging Director
QualificationsMember - Institute of Financial MarketsAssociate - Financial Planning InstituteRE1 Key IndividualRE3 Discretionary ManagerRE5 RepresentativeEmployment HistoryJim started Financial Fitness during April 1996. He has been involved with investment education, advice and management since 1982, first in South Africa then the USA. While living in the United States and working for Investors Edge, he realised that most people didn't invest because they could not save - a little obvious, but totally overlooked. So, between 1994-95 he wrote the course material for Financial Fitness The Easy Way and returned to South Africa, to establish the company, in January 1996. Jim is a Member of The Institute of Financial Markets and holds a Discretionary Asset Management licence with the Financial Services Board.
Vicky DyasonFinancial Director, Senior Advisor
Rudi NellDirector, Senior Wealth Planner
QualificationsCertificates in proficiencyCertificate in insurance studiesNational Diploma in personal financial planning Employment HistoryRudi started his career in 2001 with the Liberty Group. In 2003 he was head hunted by Financial Fitness to join the team as a wealth planner. In 2007 Rudi was promoted to senior wealth planner and in 2014 he was appointed as a director of the company and placed in charge of Human Resources and well as Internal Compliance. Rudi actively consults, and after 11 years in the financial services industry he holds the same passion as he had when he first began.
Marlene Du PlessisDirector, Chief Operating Officer
QualificationsCertificate in Financial PlanningRE 5 (Representatives) KI (Key Individual) Employment HistoryMarlene joined Financial Fitness in 2003 and has 14 years’ experience as a client relationship manager. Prior to joining Financial Fitness she was a member of the ABSA Platinum team on their Private Client's dealing desk.
Izette GreylingWealth Planner
QualificationsCertificate in Financial PlanningRE 5 (Representatives) Employment HistoryIzette began her career at Financial Fitness in 2000 as an administrator.During 2011 she was promoted to para-planner, working with the Managing Director. After excelling in this role, she was again promoted during 2012 to full time Wealth Planning, and has since built a strong and appreciative client base.
Coleen SubjeeClient Relationship Management
QualificationsMBARE 5 (Representatives) Ki (Key Individual)Certificate in Business Management - South African Institute of ManagementBachelor of Arts Honours, Clinical Psychology Employment HistoryIn 2008, Coleen joined Financial Fitness Services as a senior administrator. Coleen has been in the financial services industry for 21 years.
Louise PopeClient Relationship Management
Trisha MorarClient Relationship Management
Rianda van der BergClient Relationship Management
Job DescriptionRianda is the voice and face that welcomes you to Financial Fitness.It is Rianda's professional and friendly voice that answers your call and personally welcomes you at our offices. In addition, she assists our planners with collecting the required client information and implementing requested changes.