
Barend has 28 years’ experience in the financial services industry. In his capacity as Head of Operations he demonstrates solid leadership skills and strong business acumen. His responsibilities as head of operations includes creating strategies with senior management, developing policies that correlates with the strategic intent of PWM, ensuring regulatory compliance, implementing effective processes and standards, and managing the implementation of IT systems. He ensures the customer service and customer retention is of a high standard.
Barend and the Operations team aims to make business simpler for both our financial planners and clients by making a difference through efficient operations and support and by consistently giving our valued clients and financial planners comfort that they can believe we will deliver results. Through effective and excellent service, we aim to foster loyalty and build trust-based relationships.
His career started in 1991 as a Personnel Practitioner in the Department of Higher Education and Training. His interest in the financial services industry was sparked in 1994 when he was offered a position as a financial planner with Sanlam in Pretoria. He excelled in this field, building up a sustainable and successful practice. In 2003 he moved to Cape Town and joined Private Wealth Management as a financial planner. He was promoted to Business Development Manager in 2006 and occupied different managerial positions before he had the role as Regional Executive for Private Wealth Management Corporate. Barend took on the role of Head of Operations on 1 March 2022.
Barend has a Postgraduate Diploma in Financial Planning from the University of the Free State as well as BA Business Sociology from the Potchefstroom University for Christian Higher Education. He has completed the Certificate First Level Regulatory Examination for both Representatives and Key Individuals as well as the Coaching for Development Course.
He is married to Wi-Anne and has two children. Barend enjoys the outdoors, regularly taking part in road trips or camping to experience and learn more about our beautiful country.