Our services

FINANCIAL PLANNER

Mark is a qualified CFP with over 20 years experience in the financial services industry. He enjoys interacting with a variety of clients and his primary focus is on wealth creation and investments. He is married to Mary, is the father of three active sons and is a committed family man who actively supports all of his children’s pursuits. His favourite word is “consistency” and he applies it in his professional life, as well as to all of his hobbies and interests, which include mountain biking, art, boxing and surfing.

FINANCIAL PLANNER

Lynne holds a Post Graduate Diploma in Financial Planning, as well as a National Diploma in Marketing Management, and is CFP accredited. She has extensive industry experience in delivering highly effective and independent risk and investment solutions to both private and corporate clients, with a particular focus on the employee benefits sector. Lynne loves to travel and experience new cultures.

FINANCIAL PLANNER

Alison is a qualified CFP and holds a Post Graduate Diploma in Financial Planning, as well as a National Diploma in Marketing Management. She has many years’ experience in private banking and the financial services industry. She focuses primarily on individual and family financial planning, from risk management to wealth creation. Married to Paul, she has one son, Sebastian, and a stepson, James. The family is passionate about the great outdoors, the mountains and the beach, which Alison calls her happy place.

FINANCIAL PLANNER

Robyn has been in the financial services industry since 2001 and holds her CFP accreditation from Stellenbosch University. She was appointed a partner at Silvertree in 2021. She is passionate about providing quality independent financial advice to individuals as they navigate the various financial life stages from wealth creation to retirement planning. She has grown a loyal client base over the years as testament to this. Robyn loves travelling, cooking and keeping active with running, yoga and gym.

FINANCIAL SERVICE ADMINISTRATOR

Heather joined Silvertree in 2008 as a client administrator. She has been in the industry for nearly 30 years and has a wealth of knowledge from a compliance, operational and administrative perspective. Her primary function is client liaison, support to the financial advisers, as well as office management and she is an integral part of the business.

FINANCIAL SERVICES ADMINISTRATOR

Claudette worked for a financial institution for 36 years and then joined the Silvertree team where she has played a key role as a senior administrator since 2007. Her hobbies include reading “who-done-it” novels and watching crimes series, which she says is less stressful than watching the news. Her philosophy is that “change is the only constant in life”.

BOOKKEEPER

Margaret joined the company in January 2007 with a brief to set up an accounting system that is compliant with the FSB and SARS, and has enjoyed seeing the business grow over the years. She enjoys the flexibility of her working hours which allows her time to spend with her seven grandchildren. Her interest is in waterwise plants and to this end she has started a communal garden in a nearby park.

PARAPLANNER

Gugu holds a Postgraduate Diploma in Financial Planning, as well as a BCom in Financial Planning. She has worked in various roles within the financial services industry and continues to pursue her growth within the industry. In her spare time, she enjoys watching documentaries and spending time with those close to her heart.

ADMINISTRATOR

Dickie has been a key part of the administration team for many years and provides invaluable assistance in establishing proper record-keeping and the storing thereof. His background in auditing ensures great attention to detail. He loves all forms of sport and can be found cheering for the Proteas and Springboks on a regular basis.