Barend has 26 years’ experience in the financial services industry. In his capacity as Regional Executive, he oversees all client interactions and focuses on building strong, long-term relationships with our corporate clients. Barend and his team of financial planners are passionate about lifestyle financial planning and motivated by the belief that they have a positive impact on the lives of their clients. His team strives to deliver high quality advice and continually optimizes the client engagement experience to help their clients make better decisions. Through effective and excellent service, he aims to foster loyalty and build relationships based on trust with their corporate clients.
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 his current role as Regional Executive for Private Wealth Management Corporate.
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.