CFP®, (Damelin), Associate Financial Planner (FPI). Peter joined Legal and General Volkskas (Momentum) in '83, marketing pensions and investments. In '91, Peter took up a senior management position within Sage marketing pensions and investments. In '94, Peter left Sage to establish PFPS with Ari Perlov.
CFP®, B Comm, LLB, H.Dip Tax. Ari joined Old Mutual in '89 as a legal advisor focusing on tax planning and remuneration structuring. In '94, Ari and Peter Mincher established PFPS.
CFP®, B.Comm. Mark joined Investec Asset Management as an administrator of compulsory products in '96. He proceeded to become a broker consultant in '99 and ultimately a key account manager marketing the full range of IAM products to financial advisors and Investec Private Bank. In '04, Mark joined Investec Private Bank in the Corporate Wealth team as a private banker focusing on directors of listed corporates providing investment and wealth management solutions. Mark joined PFPS as a director and shareholder in '07.
CFP®, B.Comm (Hons), SFA (UK). Eugene joined Investec Asset Management in '97 as a broker consultant, marketing the full range of IAM products. In '01, Eugene joined Fortis Bank in London, marketing their private banking services to wealthy South African clients. In '03, he returned to South Africa and joined Investec Private Bank in the Wealth Management team as a private banker for ultra high net worth individuals focusing specifically on providing investment and wealth management solutions. Eugene joined PFPS as a director and shareholder in '07.