Team

At PWM Financial Management you’ll meet a host of experts in various fields who will give you the right advice for your needs.

 

Pieter Willem Moolman – Managing Director – BCom (Hons), ACII. After graduating from Stellenbosch University, Pieter Willem worked at KWV before starting his own Financial Services business. He was later Managing Director of Theron du Plessis Brokers in his hometown of Cradock. He was also a founding member of PSG Konsult and later held the position of Chief Operations Officer at the group’s Head Office in the Cape. He retired from PSG in 2007 and moved to Port Elizabeth, where he established PWM Financial Management.

Pieter Willem Moolman

Pieter Willem Moolman

Orelia Lubbe, CFP® – Director – BAcc. Orelia completed her accounting degree at Stellenbosch University in 2006. She started her career as an accountant at Andrag Agrico, entering the financial services industry as a trainee financial planner at PSG Konsult two years later. During her time at PSG she completed her Postgraduate Diploma in Financial Planning, and joined PWM Financial Management in 2009 as Financial Planner.

Orelia Lubbe

Maryke McLaren – Director & Manager: Short Term – NDip Marketing and Sales. Maryke completed her studies in 1990 and has been in various marketing and sales positions over the past 20 years. She joined PWM in 2013.

Maryke McLaren

Léta Olivier – Marketing Director – BEd (AlgOnd). Léta completed her teaching degree at Stellenbosch University in 2013 and started her career as a teacher in Paarl, teaching Business and Economic Sciences. Her passion for the business world brought her back to Port Elizabeth where she joined PWM Financial Management in 2015.

Leta Olivier

Lize de Bruin – Director – LLB, LLM. After Lize completed her LLB degree at Stellenbosch University she worked as a paralegal at Freshfields Bruckhaus Deringer in London. She returned to South Africa to complete a Master’s in Law at the same university while also lecturing there. After completing her articles at VanDerSpuy Attorneys in Cape Town and Law School at NMU, she was admitted as an attorney in 2008. During her time at NMU she lectured (mostly) Commercial Law and continued to do so for six years.

Lize de Bruin

Elsje Elliott – Legal Secretary – BAcc

Elsje Elliott

Marietjie Erasmus – Short Term Admin: Claims

Marietjie Erasmus

Marietjie Erasmus

Laetitia Smith – Short Term Admin

Laetitia Smith

Johan Gerryts – Associate – BCom

Johan Gerryts

Annalene Moolman – Accountant

Annalene Moolman

Melinda Nel – Personal Assistant (PW Moolman)

Melinda Nel

Hannelie van Blerk – Personal Assistant: Financial Planning

Hannelie van Blerk

Hannelie van Blerk

Carina Marais – Financial Planner – BComm LLB

Carina Marais

Bartho de Vries – Financial Planner – National Certificate: Wealth Management

Bartho de Vries

Michelle Alberts – CERTIFIED FINANCIAL PLANNER®

Michelle Alberts

Willene Moolman – Financial Planning Admin

Willene Moolman

Sanet van Staden – Short Term Admin

Sanet van Staden

Chantay Steenberg – Short Term Admin

Chantay Steenberg

Angelique Lourens – Short Term Admin

Angelique Lourens

Carina Smith – Short Term Admin

Carina Smith

Philip de Vos – Short Term Marketer

Philip de Vos

Siphokazi Bola – Housekeeper

Siphokazi Bola