Anton Swanepoel
Anton Swanepoel
 
Anton Swanepoel studied law at the University of South Africa, is a former Magistrate and was appointed at Sanlam as a Legal Consultant in 1989. He became a Broker Services Sales Manager in 1992, joined Alexander Forbes in 1994 as an Executive Financial Consultant and served on the Board of Alexander Forbes Executive Financial Consultants. 

In July 1998, Anton joined Citadel Investment Services as a Portfolio Planner Partner and became a Wealth Manager Partner early in 2000 in the joint venture company of Deloitte & Touché and Citadel Investment Services called Deloitte & Touché Private Client Advisors.

 He was appointed at PSG Investment Services as Director: Financial Planning in June 2003 and when the company merged with PSG Konsult Limited, Anton held the position as Director: Products and Training.

 Anton Swanepoel was one of six finalists of the FPI/Personal Finance Financial Planner of the Year Competition in 2003 and is the co-founder of an independent Compliance Practice and business consulting company that offers practice management consulting services to financial planning businesses. In November 2004 he submitted his Masters thesis on FAIS and the new legislative challenges facing financial advisers and has joined forces with his partner, Waldy Barske, a top financial planner and attorney to offer specialised business consulting services to financial advisers.

 

Anton’s public speaking activities include guest appearances at:

  • The 2002 Financial Planner Institute National Convention

  • The 2002 Association of Unit Trusts National Business Breakfasts

  • The 2002 Multi Rand Forum Convention for Financial Planners

  • Africa Convention for Regulators (SADEC countries) in Namibia as an invited guest of the South African Financial Services Board (October 2002)

  • The 2003 Insurance Institute of South Africa Investment Seminars

  • The 2004 Insurance Institute of South Africa Business Assurance Seminar

 

  • Seminars on behalf on the FPI on business solutions for financial advisers in the new legislative environment (September and October 2004)
  • SAPPICS Annual Conference on Supply Chain Management (June 2003)
  • APICS International Business Conference in Australia (May 2004)

 

Anton’s publications include:

Invest like a Pro

Lewenslesse van Gholf

Retire like a Pro

Protect your business like a Pro, and numerous articles in leading newspapers and magazines in the financial services sector.
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