FIA Advice Summit 2026

Tuesday, 13 October 2026 | Sandton Convention Centre

SOLD OUT

Registration fee:
FIA Members: R1 185.00*
Non-Members: R1 400.00*

*VAT Included

Level 1 Partners

About

In a profession built on long-term relationships, your most durable competitive advantage was never a product, a platform, or a rate. It has always been trust, quietly compounded over years of showing up, telling the truth, and putting your clients' interests first.

The FIA Advice Summit 2026 is built around that truth. Under the theme Provenance: Nothing Compounds Like Trust, this year's summit brings together South Africa's leading financial advisors, regulators, economists and industry voices for a full day of conversation about what the advice profession is, where it stands, and what it is capable of becoming.

The programme moves across the terrain that defines the profession in 2026: The political and economic crossroads South Africa faces, the arrival of COFI and what it demands of every practice, the mounting reality of climate risk and what it means for long-term financial planning, the challenge of NHI and a healthcare system under pressure, and the rise of artificial intelligence - both the tools it offers advisors and the irreplaceable human qualities it can never replace.

The FIA Advice Summit is the profession's day to take stock. To measure the distance travelled, to be honest about the road ahead, and to remember that in this industry, provenance is not a marketing concept. It is your proof of work.

Benefits of Attending

A day that earns its place in your calendar
One focused programme. No filler. Every session built around the decisions you are actually navigating with clients right now - from COFI to climate risk to AI in your practice.

Networking
The FIA Advice Summit brings together the profession's most serious practitioners, regulators and industry leaders. The conversations that happen between sessions are as valuable as the ones on stage.

Immediately applicable
Every session is designed to be immediately applicable whether that is a clearer position on COFI compliance, a framework for talking to clients about climate risk, or a practical understanding of where AI genuinely helps your practice and where it does not.

Level 2 Partners

Agenda

Ronald King
FIA President & Head of Legal & Regulatory Affairs
PSG Wealth
Independence vs Scale: Fight for the Future of the Advice Business
- Two advisors. Two philosophies. One ring
Guy Holwill
Founder and Chief Executive Officer
Fairbairn Consult

Bruce Kirsch
Director
Renaissance Wealth Management

Facilitated by Kevin Hinton
Director
The Collaborative Exchange
- AI in workflows: how leading advisors are using tools for meeting notes, client summaries and CRM management to recover hours every week
- Scaling advice without losing personalisation: the practitioners who are growing their books without growing their headcount
- Reducing admin drag per client: real numbers from real practices on what AI adoption has changed in day-to-day operations
Pierre Geyer
Executive Head: Broker Distribution
Bryte
Selven Govender
Executive Head: Affinity – Consumer & Commercial
Marsh
Morné Stoltz
Head of Intermediated Distribution
Momentum Insure

Facilitated by Peter Olyott
FIA Director & CEO
Willis Towers Watson
- AI supervision
- Open Finance
- Vulnerable customers
- Retirement fund reform
Farzana Badat - Deputy Commissioner at the FSCA
Facilitated by Ronald King - FIA President & Head of Legal & Regulatory Affairs
PSG Wealth
- History suggests a Godzilla El Niño could be on South Africa's doorstep: What the science says and why this cycle matters more than previous ones
- Risks of higher-than-normal summer temperatures and excessive winter rainfall and what this means for property, agriculture, infrastructure and your clients' assets
- The long-term implications of climate volatility for financial planning and why advisors cannot afford to treat natural disasters as isolated events
- How advisors can have the climate risk conversation with clients without creating panic and what a climate-resilient financial plan actually looks like
Willie van Graan
Chief Risk & Underwriting Officer
Hollard Insure

Marvellous Rukundu
Retail Chief Executive
Old Mutual Insure
Muzi Dladla
Executive Manager: Stakeholder Management
Sasria
Facilitated by Linah Mabena
FIA Director & CEO
Standard Bank Insurance Brokers
- How correlated loss events in the same calendar year are fundamentally changing how insurers price and model risk
- The hardening of insurance pricing: What is driving it, how long it will last, and what advisors need to be telling clients now
- Recalibrating risk models in real time and how underwriters are incorporating climate data that did not exist a decade ago
- AI application in underwriting: How machine learning is changing claims prediction, fraud detection and risk assessment across the industry
Darryl Grater
Chief Growth Officer
Discovery Insure
Herman Scheepers
Chief Executive Officer
Renasa Insurance Company
Fanus Coetzee
CEO Broker Solutions
Santam
Facilitated by Sandro Geyser
FIA Director & Chief Executive Officer
Integrisure
- G20 key highlights, and where GIFS's work connects to the summit's education and skills agenda
- The future of education
- Future skills
- Why business collaboration with training and education initiatives (e.g. Global Goals) matters
Dr. Kershen Pillay
Chief Executive Officer
Graduate Institute of Financial Sciences (GIFS)
- Data, AI and predictive underwriting developments in medical insurance and what is changing under the hood?
- AI use in underwriting, product design, claims, communication and advice. Is this improving or further complicating the environment?
- Digitally managed, network-based, risk-tiered healthcare systems are under sustained affordability pressure: is there a viable solution that preserves quality of care?
- The advisor's role as a stabilising voice in an uncertain healthcare landscape: how to counsel clients without overpromising on outcomes that are still being determined
Gary Feldman
Executive Head - Health Insurance
Jigsaw
Damian McHugh
Chief Marketing Officer
Momentum Health
Facilitated by Butši Tladi
FIA Director & CEO
Alexforbes Corporate
- As AI reshapes industries and information becomes increasingly commoditised, the real challenge is no longer access to knowledge: It is knowing what to trust, what to ignore, and how to make better decisions in a world saturated with noise
- Explore the evolving relationship between technology and human judgement, unpacking why curiosity, adaptability, critical thinking and human connection will become even more valuable as AI matures
- What this means for financial advisors specifically: Where AI assists, where it falls short, and what irreplaceable human qualities define the advisor of the future
- In a world where anyone can access financial information instantly, what is the true provenance of advice and why does it matter more now than ever?
Carl Coetzee
Executive Head: Distribution
Auto & General
Nicola Comninos
CEO of EasyRetire
an EasyEquities business

Mauritz van den Heever
Senior Wealth Manager
Wealth Associates
Facilitated by Theoniel McDonald
FIA Director & Head of Financial Planning Wealth & Associates
Steven Lurie
Sales & Marketing Executive
PG Glass
- Is COFI simply FAIS with a new name, or does it fundamentally change what is expected of a financial advisor?
- What practical steps should financial advisors be focusing on within their practices right now, ahead of implementation
- What a good COFI-compliant client file looks like in practice and how to close the gap between current records and the new standard
Lezanne Botha
Senior Manager: Regulatory Frameworks Department
FSCA
Chantal Manson
Chief Specialist: Legal Business Partner, Legal & Regulatory
Liberty
Barend van der Westhuizen
Head of External Distribution
Professional Provident Society (PPS)
Facilitated by Sam Williams
FIA Head of Legal & Regulatory Affairs
- Philosophy and values are not soft concepts: They are the architecture of every high-performing team and the foundation every championship culture is built on
- Building trust in a multi-faceted team: The lessons from elite sport that translate directly into how advisor practices grow, retain talent and serve clients under pressure
- What it takes to compound excellence over time: The habits, disciplines and standards that separate those who sustain performance from those who peak and plateau
Philip Snyman
Head Coach of the South African Blitzboks
Vaughan Jones
Chief Executive Officer
Garrun Group
Lizelle van der Merwe
Chief Executive Officer
FIA

*Agenda is subject to change at the discretion of the event organisers.

Level 3 Partners and Associate Sponsors

Executive Head: Distribution
Auto & General (Telesure Investment Holdings)

Carl is the Executive Head of Distribution at Auto & General Insurance, responsible for leading the broker, dealer, affinity, and strategic partnership channels. He has built his career around growing businesses through strong partnerships, customer-centric thinking, and high-performing teams. Carl is passionate about expanding market opportunities, developing people, and ensuring Auto & General remains a partner of choice across the South African insurance landscape.

Director
Renaissance Wealth Management

Renaissance Wealth Management was founded in 2000 as a boutique independent global financial advisory and wealth management company. Founders Bruce Kirsch and Jonathan Ralph, investment professionals and entrepreneurs, saw the need for an independent and integrated approach to Global Financial Planning. In order to seamlessly bring together the full range of services required, Renaissance has successfully built up a team of highly specialised industry professionals and partners to become one of the most respected boutique global financial advisory and wealth management companies in South Africa.

Speakers

Head of External Distribution
Professional Provident Society (PPS)

Barend is Head of External Distribution at PPS, where he leads engagement with financial advisers and distribution partners across South Africa. As part of the PPS leadership team, he helps strengthen adviser partnerships and support long-term value creation through the ethos of mutuality and shared success. With a career spanning financial services, banking, insurance, taxation and wealth management, Barend has held senior leadership and specialist roles across the industry. Drawing on this experience, he contributes to discussions on financial planning, intergenerational wealth transfer, adviser value and the evolving role of technology in advice, with a strong focus on delivering meaningful outcomes for clients.

Head of Legal Regulatory
Liberty

Chantal has been with the Liberty Group, a leading financial services company which is part of the Standard Bank Group, for over 19 years and heads up the Legal Regulatory team within the Legal Department, where she primarily focuses on emerging regulations in the financial services sector. Prior to this she was practicing as an attorney. Chantal is a member of the National Steering Committee of the Pension Lawyers Association, and previously was the National President. In 2024 Chantal was appointed as the Vice-chair of the International Pension & Employee Benefits Lawyers Association (IPEBLA). She is also a member of the Institute of Retirement Funds Africa (IRFA) Legal and Technical Committee. Chantal is an admitted attorney, notary public and conveyancer. Her qualifications include an LLM, LLB, post graduate certificates in Compliance Management, Anti-Money Laundering, Risk Management, Financial Markets, Principles of Management, Governance & Ethics from Wits Business School, and FinTech and Enhanced AI Decision Making from GIBS.

Chief Marketing Officer
Momentum Health

Damian is the Chief Marketing Officer for Momentum Health. He has worked in the healthcare industry for more than 27 years, starting his career in the gap product insurance business and then moving to providing healthcare advice to individuals and small companies, and later to some of South Africa’s largest corporate clients. He joined Momentum in 2008 and his responsibilities include market positioning and brand exposure of Momentum Medical Scheme, the 3rd largest open medical scheme, as well as other healthcare solutions offered by Momentum, like Health4Me, which is an affordable health insurance product. His experience and knowledge of the healthcare industry gives him a well-rounded understanding of consumer and market needs. He believes that wellness and wellbeing are the cornerstones of financial wellness and his vision for healthcare products in South Africa is to continuously aim to tie consumers’ health to their wealth. Damian is passionate about the healthcare industry and Momentum Health’ business purpose, to provide more health for more people for less.

Chief Growth Officer at Discovery Insure and Vitality Drive International
Discovery

Darryl is the Chief Growth Officer at Discovery Insure and Vitality Drive International, overseeing all distribution for the short-term insurance business. Previously led Claims, Procurement, Strategic Projects, Intermediary Services, Business Development, and Distribution Services. A passionate believer in the value of insurance and its societal impact. Past President of the Insurance Institute of Gauteng and founding member and first Chairman of the Insurance Young Guns. Awarded top student at Wits Business School’s MAP Programme and named to the Dean’s List for their Master’s in Strategic Marketing. Graduate of Harvard Business School (Executive Education) and Fellow of the Insurance Institute of South Africa (FIISA).

Chief Executive Officer
The Graduate Institute of Financial Sciences (GIFS)

A visionary leader redefining the future of financial services education. As CEO of the Graduate Institute of Financial Sciences (GIFS), he has built one of Africa’s most innovative learning institutions, equipping advisors with skills that endure beyond technology. His work champions access, dignity and ethical leadership, ensuring intermediaries remain trusted custodians of client relationships in a digital age. A passionate advocate for transformation and youth empowerment, Dr Pillay positions South Africa’s advisors as respected leaders whose record, depth and trust cannot be replicated by algorithms. He brings a powerful perspective on why provenance compounds, and why the human advisor remains irreplaceable.

CEO
Santam Broker Solutions

Fanus is the CEO of Santam Broker Solutions, a position he had held since 1 December 2023. His journey with Santam began in 2001, during which he has taken on various leadership roles, including serving as the Executive Head of Claims. With over 23 years of diverse experience in management consulting and insurance, Fanus brings a wealth of expertise to his role. He holds a Bachelor of Engineering degree in Industrial engineering from the University of Pretoria.

Deputy Comissioner
FSCA

Farzana is Deputy Commissioner at the Financial Sector Conduct Authority (FSCA), the dedicated market conduct and market integrity regulator for South Africa’s financial system. She was appointed by the Minister of Finance on 1 December 2021 and is part of the Executive Committee responsible for the overall policy direction, strategic oversight and operational management of the FSCA. She Chairs the FSCA’s Strategic Management Committee and represents the FSCA on various international standard setting and collaboration forums. Farzana is also responsible for overseeing the development and implementation of harmonised licensing and supervisory risk frameworks across financial institutions including financial conglomerates, banks and payment providers, investment providers and asset managers, life and non-life insurers and insurance groups, micro- and access product providers, crypto asset service providers and financial advisors and intermediaries, as well as overseeing the FSCA’s anti-money laundering and counter-terrorist financing unit and General Counsel’s Office.
Farzana graduated summa cum laude with a Law degree from the University of Natal-Durban in South Africa, holds a Master of Laws degree in International Law from the University of Michigan Law School in Ann Arbor, USA, and completed her Master of Laws coursework in Human Rights and Constitutional Litigation, Internet, E-commerce and Technology Law and Bioethics at the University of KwaZulu Natal in South Africa. She has also completed the Senior Executive Program Africa (SEPA) aimed at designing effective leadership and competitive corporate strategies to drive regional and international growth for African and other emerging markets, at Harvard Business School in Boston, USA.

Executive Head - Health Insurance
JigSaw

Gary is the Executive Head of Health Insurance at Jigsaw. After 15 years with Old Mutual in the provider space, he moved into consulting, where he has spent most of his career specialising in Employee Benefits, with a strong focus on healthcare consulting. He is a Stellenbosch University graduate with a BCom (Hons) degree and a lifelong career in the financial services industry. He has successfully led several national healthcare consulting businesses and served as Vice-Chairman of the Financial Intermediary Association (FIA) Healthcare Exco. His extensive industry knowledge and ability to understand both client and broker needs position him as a key asset to the JIGSAW Health and Risk Services business.

Founder and Chief Executive Officer
Fairbairn Consult

Guy is the Founder and Chief Executive Officer at Fairbairn Consult. He has worked across the financial services sector for more than two decades. Throughout his career, Guy has collaborated closely with independent financial advisors (IFAs), regulatory bodies, and product providers. He is uniquely qualified as both a Civil Engineer and a Chartered Accountant. He regularly leverages this combination of analytical and financial expertise to design strategic business frameworks.

Executive Head - Health Insurance
Jigsaw

Gary is the Executive Head of Health Insurance at Jigsaw. After 15 years with Old Mutual in the provider space, he moved into consulting, where he has spent most of his career specialising in Employee Benefits, with a strong focus on healthcare consulting. He is a Stellenbosch University graduate with a BCom (Hons) degree and a lifelong career in the financial services industry. He has successfully led several national healthcare consulting businesses and served as Vice-Chairman of the Financial Intermediary Association (FIA) Healthcare Exco. His extensive industry knowledge and ability to understand both client and broker needs position him as a key asset to the JIGSAW Health and Risk Services business.

Chief Executive Officer
Fia

Lizelle is the Chief Executive Officer of the Financial Intermediaries Association of Southern Africa (FIA), where she leads the organisation’s advocacy and engagement efforts on behalf of brokers, financial advisers and discretionary investment managers with regulators, government and industry stakeholders. With nearly three decades of experience in the insurance industry, she also serves on the Financial Sector Transformation Council, Business for South Africa policy committees and the Executive Council of the World Federation of Insurance Intermediaries. Passionate about people, leadership and driving meaningful change, she is committed to challenging conventional thinking and fostering collaboration, underpinned by extensive qualifications in management, insurance, financial management and executive leadership.

Retail Chief Executive
Old Mutual Insure

Marvellous is Chief Executive of the Retail business at Old Mutual Insure, leading one of the largest broker-facing segments. He has a strong track record of delivering sustainable performance by balancing growth, margin, and risk. With experience across the full insurance value chain, he brings a strong market perspective and builds trusted partnerships with advisers and brokers, with a focus on simplifying decisions and improving how the business delivers for clients.

Senior Wealth Manager
Wealth Associates

Mauritz is a Senior Wealth Manager at Wealth Associates and Head of Technology across Wealth Associates and the broader Carmel Wealth group. He joined Wealth Associates in 2007 and has built his career around helping individuals and families manage, protect and grow their wealth through considered, evidence based financial planning. Alongside his advisory role, Mauritz has developed a strong focus on how technology can improve the delivery of financial advice. He has been closely involved in the group’s adoption of artificial intelligence, developing AI enabled tools and workflows to support financial planning, investment advice, compliance and operational productivity. His focus is on using AI practically and responsibly to augment the adviser, improve efficiency and create more capacity for meaningful client engagement. His combined roles in wealth management and technology give him a practical perspective on how AI can reshape financial advice while preserving the importance of professional judgement and human relationships.

Head of IFA
Momentum Insure

Morné is the Head of IFA at Momentum Insure. He has more than 23 years of experience across financial services, insurance, telematics, and consumer tech solutions. Having held senior executive roles at leading South African brands, including MiWay, Netstar, and GoSolr, Stoltz has led teams of up to 1,000 people and managed annual operating budgets exceeding R600 million. With core expertise spanning sales transformation, channel economics, and tech enablement, he brings a practical executive perspective on leveraging technology to eliminate operational drag, scale distribution efficiently, and enhance customer experience without sacrificing personalisation.

Executive Manager: Stakeholder Management
Sasria

Muzi is an Executive at Sasria SOC Ltd and a doctoral candidate in Business Administration. With a passion for purpose-led leadership, he works at the crossroads of public impact, resilience, and strategic transformation. Known for his insight, integrity, and ability to connect deeply with people, Muzi brings a rare blend of intellect and heart to every platform. He speaks on leadership, governance, social equity, and the power of aligned values in a complex world.

CEO
EasyRetire, an EasyEquities business

With 18 years’ experience in financial markets, Nicola Comninos, CFA is the executive managing director of EasyETFs Management Company. She is also the Group Chief Risk Officer of Purple Group Limited where she is responsible for group risk, sustainability, governance, legal and compliance for the group and its subsidiaries including, but not limited to EasyEquities, EasyCrypto, EasyProperties, RISE, EasyAssetManagement and EasyETFs.

Head Coach of the South African Sevens rugby team

Philip Snyman is the Head Coach of the South African Sevens rugby team, the Blitzboks, and a former captain and Olympic bronze medallist who enjoyed one of the most successful careers in Sevens rugby. Renowned for his leadership, resilience and deep understanding of the game, he has seamlessly transitioned from player to coach, guiding the Blitzboks back to international success. His coaching philosophy is built on discipline, teamwork and high-performance culture, inspiring players to compete with the intensity and pride that have become synonymous with South African Sevens rugby.

Executive Head: Affinity – Consumer & Commercial
Marsh

Selven’s career started in the Insurance Industry over 20 years ago and has spanned across multiple sectors within the Industry from Insurers, Brokers and BancAssurance, before joining Marsh in 2019. Selven has taken on many roles in the Insurance Industry, mostly linked to Sales and Distribution. He was responsible for Intermediary Development at Santam, where the focus was on black broker development, digital enhancements, JVs and Acquisitions. Selven was also responsible for setting up a start-up Insurance Company, which was a JV between Santam and PPS Group. He was responsible for setting up the company across the entire value chain from product development, T.O.M, system development and sales & distribution. Selven joined Marsh in 2019 and was responsible for the development and launch of an enhanced solution for the volume business (P/Lines and Commercial), underpinned by Technology and linked to behavioural analytics and rewards. Selven is now focussing on implementing the Affinity strategy into Africa to identify opportunities within existing clients, to enhance their value proposition, increase revenue and/or mitigate risks through Affinity Solutions. Selven has now taken on the additional role of implementing the Digital Strategy across the Africa region for Marsh. Selven is an Associate of the I.I.S.A (A.I.I.S.A qualification), has an Executive MBA from UCT and also a graduate from The INSEAD Business School in France.

Executive Head: Broker Distribution
Bryte

Pierre joined Bryte in January 2025 as Executive Head: Broker Distribution and is responsible for Personal and Commercial business development, ensuring profitable, sustainable growth, and establishing Bryte as a leading competitor in South Africa's non-life insurance sector. Pierre built a solid track record with over 30 years in the non-life insurance market, holding several leadership positions as Board Director, Chief Procurement Officer, Chief Operations Officer, Managing Director – Select Brokers and Underwriting Managers, Managing Executive and leadership experience in the non-life insurance industry. Pierre has many skills in areas such as Strategy Development and Partnership Development. He is a leader who executes well, delivers results, fosters a culture of empowerment, and cares deeply about people, creating shared value and organizational purpose.

Sales & Marketing Executive
PG Glass

Steven experience in the automotive and motorcycle aftermarket spans over 28 years. He has held various commercial roles for the import, manufacturing and distribution of spare parts, accessories and services in the motorcycle and automotive aftermarkets. His responsibilities have included the sales and marketing of OEM and OEM approved parts and services to markets not only in South Africa and Africa, but to several markets globally. Steven Lurie is a passionate automotive junkie, with a keen interest in all things cars and motorsport. He has competed in various motorsport disciplines of since the age of five. Steven is currently the Commercial Director of PG Glass and Managing Director of LLumar Films South Africa.

Chief Risk & Underwriting Officer
Hollard Insure

Willie is a seasoned insurance and reinsurance executive with more than two decades of experience spanning underwriting, risk management, reinsurance and insurance broking. As Chief Risk and Underwriting Officer at Hollard Insure, he leads the organisation’s underwriting, pricing and reinsurance strategies and oversees its risk survey function. His responsibilities include strengthening underwriting sustainability and profitability, advancing risk governance, and building risk and underwriting capabilities across the business. Prior to joining Hollard, Willie served as Chief Underwriter and Reinsurance Officer at Old Mutual Insure, where he was responsible for underwriting and reinsurance strategy, governance, and initiatives designed to improve profitability and risk management. His expertise includes treaty and facultative reinsurance, structured insurance solutions, and complex risk placements across sectors such as mining, construction and corporate property. Earlier in his career, Willie held senior leadership roles at Aon Benfield, contributing to the growth and development of its reinsurance business, and at Aon, where he led the Natural Resources and Construction Division for Sub-Saharan Africa. Throughout his career, Willie has championed the effective use of risk insight, data and disciplined underwriting to deliver stronger outcomes for insurers, brokers and clients.

Director
The Collaborative Exchange

Kevin has an extensive career in financial services, serving in many executive positions. From 1989-1992, he was part of the leadership team that founded TMA Investment Services – a pioneering business that disrupted the industry through the launch of new-generation platform (LISP) business. Thereafter, he worked for MMI Holdings for 17 years, where he held various executive positions in investment distribution and marketing, culminating in the appointment as CEO of RMB Unit Trusts. In 2015, he joined RMI Investment Managers as the Head of Retail Distribution where he worked very closely with the various investment boutiques where RMIIM had acquired a strategic equity stake. In 2018, he formed The Collaborative Exchange, a strategic advisory and specialist research business that also holds the intellectual property rights for SA’s largest investment conferences (The Investment Forum, Meet the Managers, Alternative Investments Forum, The Investment Think-Tank and The Financial Planning Summit).

FIA Director & CEO Standard Bank Insurance Brokers
Fia

Linah is a seasoned executive with over 20 years of experience in the financial services sector. She currently serves as the Chief Executive of Standard Bank Insurance Brokers, where she leads with a focus on strategic growth, innovation, and operational excellence. Linah holds a BCom Honours in Business Management and a Master of Philosophy (MPhil) in Corporate Strategy. She also holds various leadership qualifications (EDP, MDP, and FMP) and recently completed the Executive Leadership Development Programme at the Wharton School, University of Pennsylvania. Linah has completed several industry qualifications and is a fellow of the Insurance Institute of South Africa (IISA) and a member of the Institute of Directors South Africa (IoDSA).

Moderators

FIA Director & CEO Alexforbes Corporate
Fia

Butši is the immediate Past President of the FIA and the World Federation of Insurance Intermediaries (WFII). She played an instrumental role in submissions made to government on several issues, including National Health Insurance (NHI), and also led the broker submission to the Competition Commission on the Market Inquiry into private health. Butši has over 25 years of experience in the financial services industry, with at least 20 of those years spent in senior management. She began her career at Alexforbes and held various leadership roles, including a successful stint as Executive: Consulting, where she was responsible for all customers and consultants across health, retirement, and investment divisions. She also serves on the boards of Alexforbes Botswana and Alexforbes Namibia. Butši holds a Master of Business Administration and a Bachelor of Commerce degree, both from the University of the Witwatersrand, Johannesburg.

FIA Director & CEO Willis Towers Watson
Fia

Peter is the CEO of Willis South Africa (Pty) Ltd. He was previously the CEO of Indwe Broker Holdings for a period of 10 years. He started his broking career with the then Price Forbes and, over a career of twenty years, rose to an Executive Director position of Alexander Forbes Risk and Insurance Services and Alexander Forbes Management Services.
He was responsible for the global and corporate inland region before going on to initiate Cre8, a product research and development company within the Forbes Group. Peter enjoys wildlife and the bush, walking, and reading, and his interests include etymology and history. He is currently a Director of the FIA and the IISA.

FIA President
FIA

Ronald is the current President of the Financial Intermediaries Association of Southern Africa (FIA). He serves a dual role as the Head of Public Policy and Regulatory Affairs at PSG Wealth, acting as a prominent advocate for independent financial advisers and the just regulation of financial services in South Africa.

FIA Head of Legal & Regulatory Affairs
Fia

Sam worked in a compliance role in the financial services industry for over 20 years, 12 of which, she spent in the United Kingdom. During this time her specific experience related to the long-term insurance and investments space, but she has covered multiple disciplines through her career. Samantha obtained her LLB from the University of the Witwatersrand in 1998. She joined the FIA in September 2019 as Head of Legal and Regulatory Affairs.

FIA Director & Chief Executive Officer, IntegriSure

Sandro is the CEO of the IntegriSure Group of Companies. Sandro started his successful career at IntegriSure in 2006 and focussed on Portfolio Management, IT, Business Intelligence, and Call Centre management. He also led some of the most strategic projects that contributed to the remarkable growth of IntegriSure as a provider of niche short-term insurance solutions within the financial services market.

FIA Director & Head of Financial Planning Wealth & Associates

Theoniel is a Certified Financial Planner® with over 20 years of experience in financial advice and wealth management. He has held several leadership roles, including Managing Director of Wealth Associates Central and WA Fiduciary Services, and served on the main board of Wealth Associates South Africa for a decade. A long-standing member of the Financial Intermediary Association (FIA) since 2014, Theoniel served on its board from 2015 and as Vice President from 2021 to 2023. In these roles, he has consistently championed the evolving value of professional advice in South Africa’s dynamic financial landscape. He currently serves as Head of Financial Planning at Carmel Wealth and as a Senior Advisor at Wealth Associates. He was recently appointed to the board of Carmel Wealth, where he represents minority shareholder interests. Theoniel holds a Postgraduate Diploma in Financial Planning and an MBA, both from the University of the Free State. Known for his strategic thinking, collaborative leadership, and commitment to professional development, he brings a strong voice for both experienced practitioners and the next generation of advisors.

Chief Executive Officer
Garrun Group

Vaughan's professional experience spans across the financial services industry, encompassing private equity, credit ratings, and insurance. With a focus on corporate finance and credit-related expertise, he has garnered extensive experience in South Africa and other emerging markets. In 2010, Vaughan co-founded the Fulcrum Group, a prominent provider of specialised lending, investment, and management services within the South African insurance sector, where he served as chief executive officer until January 2018. Following this, Vaughan partnered with Mahogany Private Equity to establish Calibrate, which went on to acquire a significant minority interest in the Garrun Group in 2019. As of June 2022, Vaughan assumed the position of chief executive officer at the Garrun Group.