Joanne has 16 years financial services industry experience, 8 of which working in the financial services sector with companies such as Investec and Nedcor Investment Bank. Her qualifications include a BComm Honours degree in Financial Analysis & Portfolio Management from UCT, Advanced Postgraduate Diploma in Financial Planning from the University of the Free State, CFP and various other industry related courses. Joanne established InvestmentWise in early 2002. She's highly respected within the financial services training environment and has gained recognition from industry associations and regulatory bodies.

Kate has nineteen years experience in the financial services industry. She initially worked as an insurance administrator for Southern Life and then joined National Finance Brokers (NFB) as an internal dealer. She then joined Investec Investment Management Services where she spent eleven years working as a Senior Broker Consultant marketing domestic and international retail products to independent financial advisors and medium sized corporate brokerages.

Carla has five years experience in the financial services industry. She initially worked as a marketing assistant and then an investment specialist with RMB fund managers. She then joined Cadiz Holdings as an Investment specialist where she was responsible for marketing the Cadiz product range to a panel of financial advisors. Carla has a BComm Informatics degree from RAU, She has also completed a certificate and National Higher diploma in Financial markets through the Academy of Financial Markets.

Tanya has thirteen years experience in the financial services industry with companies such as Investec, BOE and RMB. Her responsibilities as an investment consultant included marketing investment products to financial advisors, providing market and economic updates and building solid client relationships. She has a BComm (Hons) degree in Business Management, Certified Financial Planner (CFP) and Advanced Diploma in Investment Planning through the University of the Free State.

Alessia has nine years experience in the financial services industry. She started her career with Alexander Forbes as a fund administrator. She then joined Investec Asset Management, initially as a client services consultant and then progressed to become an investment consultant dealing with a select grouping of top financial planners. Alessia has a Bcomm (Hons) degree in financial management from RAU and National higher Diploma in Financial Markets and Instruments through the Academy of Financial Markets.

Marianne has a Bcomm degree from Rhodes University and postgraduate higher diploma in education from UCT. She has five years experience in Investment portfolio management with companies Simpson McKie and Frankel Max Pollack, with her main areas of focus being private client portfolio management and client liaison and analysis. She has also taught economics and accounting at High school level. Marianne therefore has a strong background in education and training in addition to having excellent practical experience in the investment industry. Marianne is passionate about the investment arena and religious about keeping up-to Ðdate in the economic and financial and political environment.