Meet the Team
Director & Wealth Manager
Stuart completed his Bachelor of Business Science with Honours in Finance from University of Cape Town in 2000. He then went on to complete the SAFEX Junior Dealer Qualification in 2001, followed by his Post Graduate Diploma in Financial Planning (CFP) form the University of the Free State in 2006.
Having started his Career at Liberty, Stuart went independent in 2007 and opened his own practice. Apart from ample industry experience, he brings a uniquely personal touch to client interactions and is particularly adept at behavioural issues and the psychology of investing.
Mary joined the team in October 2013 and has very quickly become a core member of the Kanan Wealth Team as a Wealth Manager (under Supervision).
She comes with 10 years of Customer Service from working in the Retail and eCommerce sectors, finally merging her passion for people and Financial Planning. She has completed her Certificate in Financial Products as well as the Regulatory Exam for Representatives and is currently busy with her Certificate in Financial Planning at Milpark Business School.
Wealth Manager (Under Supervision)
Lee-Ann is our JHB based representative, managing clients and growing the business there. She graduated from UCT in 2005 with a Bachelor of Business Science (Honours in Marketing), after which she took up a role at Investec. She later moved to London in order to further her experience within the UK banking sphere.
Her ability to get to know her clients – to tap into their specific needs, and their requirements for tailor made solutions – makes her an essential part of our core business model.
Lee-Ann is currently working towards her Certificate in Financial Planning.
Michelle Dos Santos
Client Relationship Manager
Michelle joined the team in March 2012 and brings a wealth of client service experience, having worked in customer service at the Dialogue Group and then Johnson & Johnson for a combined total of 9 years. Michelle is our client relations manager and you will hear from her during the year as we endeavour to exceed your expectations as clients and keep you in the know.
Tasneem joined Kanan Wealth in June 2010. With no prior industry experience, Tasneem has become an indispensable part of the team and is our Office Manager extraordinaire. Tasneem ensures the smooth running of all in-house admin related tasks – of which there are many and ensures a smooth back-end for Kanan clients and staff.
Insurance Service Specialist
Faranaaz is our Insurance Service Specialist. Prior to joining Kanan Wealth, she worked in an administrative role at Bidvest Bank
She has a keen eye for detail and a passion for service excellence.