is a Certified Financial Planner (CFP) ® having obtained a postgraduate as well as an advanced postgraduate diploma in financial planning (UFS).
His 25 years of industry experience, together with a passion for success coaching and helping others grow their financial context, enable him to follow a unique life & financial planning process with clients.
Anton is a Certified Financial Planner (CFP)® who holds a postgraduate as well as an advanced postgraduate diploma in financial planning.
He is a specialist in investment planning and has over 14 years of industry experience, during which he gained a wealth of knowledge and expertise, as well as insight and understanding of industry standards and regulations.
has developed a keen interest in risk planning during her 18 years of experience in the industry. She is an assistant financial planner, ensuring that clients risk cover strategies are paired with the most suitable products.
is a Registered Financial Planner (RFP), who is currently studying towards an advanced certificate in financial planning.
She administers the Employee Benefits Division and is Dave's Assistant Financial Planner regarding Investments. Claudette has over 8 years’ industry experience.
Tyrone joined us in January 2020, after three years prior experience as a Financial Planner. He holds a BCom Honours Degree, (specialised in Finance and Investment, Insurance and Risk Management) and also a Postgraduate Diploma in Financial Planning (UFS).
Tyrone realises the significant impact of good financial planning. He was hand-picked by Dave and is committed to the same customer-centric, personalised service that we offer.
Ciska joined our team in 2013 and currently heads up the team in her role Office Manager. Her key responsibilities include Diary management and coordinating all administrative tasks regarding client portfolios. She holds a BA Degree in Communication Sciences and is currently furthering her studies in this field.
Andrew is a Certified Financial Planner CFP® who holds a postgraduate diploma in Financial Planning from the University of the Free State. He started his career at Sanlam in 1983 and later resigned to start Andrew Dugmore & Associates (Pty) Ltd as an Independent Brokerage in 1988
His knowledge, gained over 33 years in the Industry, stands him in good stead to advise high net worth clients in all aspects of Financial Planning and Investments. He specialises in Business Assurance and Investment planning for Individuals and Companies.
has been with Andrew Dugmore & Associates since 2009. Prior to that, he worked for Momentum as a tied Financial Planner for 6 years.
He obtained a postgraduate diploma in financial planning from the University of the Free State in 2015 which enabled him to register as a Certified Financial Planner (CFP)® after passing the board exam. His passion is helping his clients to achieve their financial goals and he sees their success as his own.
joined Andrew Dugmore & Associates in 1992 in an Administrative Role and with more than 25 years of experience, has since progressed to Operations Manager. She has a vast amount of Industry knowledge and expertise with regards to practice management standards, systems, processes and implementation. She has completed her Regulatory Qualification for Representatives (RE5) and Key Individuals (RE1).
holds a BCom (Hons). He has more than 10 years’ experience in financial markets. As a Portfolio Manager he has a focus on long-term wealth creation, through fundamental investment techniques.
Dylan is a CFA charter holder and has a degree in Law and international relations from the University of the Witwatersrand. With over 8 years of investment management experience, focus on long term fundamentals and sound investment principles underpin Dylan’s portfolio management philosophy.He has previously managed private client portfolios at a Pretoria based asset manager, as well as an equity income strategy in the United Kingdom
heads up Fisher Dugmore Insure, our Short term Division, and specialises in all Short term Insurance needs of Individuals and Companies.
She has more than 20 years’ experience in the industry and holds both BLC and LLB degrees from the University of Pretoria, as well as COP and ICiBS certificates. Along with her extensive knowledge and experience, she prides herself in offering service levels of the highest standard at all times.
