MEET OUR TEAM
STIAAN POOL
RISK AND WEALTH PLANNER
Stiaan has been in the financial planning industry for the past 25 years, establishing himself as a wealth advisor and doing so through strong relationships and partnerships.Stiaan has extensive experience and background in the financial services industry and has without a doubt the necessary skills required to manage a valuable business that is able to deal with unique and challenging client situations.
MARIA BROWN
EFFICIENCY AND PROCESS CO-ORDINATOR
Maria's career in the financial services industry spans over many years. She was appointed at Momemtum where she Head of Managed over the BC's. Maria was responsible for new business, underwriting, amendments, debit orders, compliance, claims and servicing BC's. Maria joined the Innofin Wealth team in January 2023 to broaden her knowledge base, as she is now responsible for all related administration, which includes new application processing, client amendments, claim investigations and office management. Maria will provide assistance to not only the clients but also the advisors, enabling them to focus more on the clients.
THERESA VAN NIEKERK
OPERATIONS CO-ORDINATOR
Theresa's career in the financial services industry spans over many years. She was appointed at Metropolitan Odyssey, Momentum and Broker's office. Theresa spent years in various departments where she was responsible for Client amendments, payouts, claims, forensics and Ombudsman investigation's, system testing for product development. At the Broker office she was responsible for new business, underwriting, compliance and operational aspects of the practice. Theresa joined the Innofin Wealth team in May 2024. She is now responsible for all related administration, Compliance and Social media marketing.