Planning is bringing the future into the present
so that you can do something about it now
- Alan Lakein -

About Us

  • IN BRIEF

    Darrel Brown & Company is an established financial planning and wealth management practice, attending to the financial planning needs of private individuals and corporate clients in South Africa
    and abroad.

  • EXPERIENCE

    CERTIFIED FINANCIAL PLANNER ®,
    Darrel Brown has extensive experience in the financial planning industry. Our dedicated financial planning team ensures that clients receive professional, efficient and reliable financial advice and ongoing service excellence.

  • FINANCIAL PLANNING PROCESS

    A reliable, individualised and holistic financial plan is developed through extensive consultation, to ensure that the needs of our client remains at the core of all financial planning.

  • TRUSTED ADVICE

    Financial advice offered integrates the client’s personal financial needs and lifestyle goals with his/her current and future personal, business and financial relationships, resulting in advice that can be trusted.

  • ETHICS AND PROFESSIONALISM

    Ethical conduct is central to the way in which we do business and we value and uphold honesty, integrity, transparency, dignity and respect
    for others. All financial planning and proposed financial solutions are always in the best interest of our clients.

  • CERTIFICATIONS AND MEMBERSHIPS

    • FSB Authorised Financial Services Provider (FSP12830)
    • Council for Medical Schemes (ORG921)
    • Accredited Health Care Brokerage (BR5754)
    • Accredited with all major investment and insurance companies

  • TRAINING AND CONTINUOUS PROFESSIONAL DEVELOPMENT

    Continuous professional development and training ensures that our practice remains at the forefront of new developments in the financial planning environment and keeps abreast with changing legislation.

A big part of financial freedom is having your heart and mind
free from worry about the what-ifs of life
- Suze Orman -

Our Services

Good fortune is what happens when opportunity meets with planning
– Thomas Edison -

Our Team

Darrel Brown

Managing Director
Certified Financial Planner ®

Qualifications:
B Agric (Management) (UKZN, Pietermaritzburg); Postgraduate Diploma in Higher Education (UKZN, Pietermaritzburg); Postgraduate Diploma in Financial Planning (University of the Free State)

Certifications:
Financial Planning Institute (Member 101631); Financial Services Board: Registered Representative and Key Individual; Council for Medical Schemes: Health Care Broker (BR 5754)

Darrel has practiced as a professional financial planner since 1989, during which time a number of industry awards have been conferred on him, the most notable of these being the Investec IMS quality award for top independent broker (1995) and the FPI/ Personal Finance Financial Planner of the Year Award (KwaZulu- Natal region) (2001).

In his capacity as chairperson of the Strategic Partner Forum, which works closely with the management team at Old Mutual Wealth, Darrel is constantly working closely with other professionals on pertinent matters affecting the financial planning industry and resolving issues of importance in the interest of our valuable clients.

Darrel serves on various local community forums and committees, including the Newcastle Farmers’ Association. In his spare time Darrel manages his mixed farming operations in the Newcastle area.

Carin Cilliers

Certified Financial Planner ®

Qualifications:
B A (Hons) (Social Science) (RAU); Postgraduate Diploma in Financial Planning (University of the Free State)

Certifications:
Financial Planning Institute (Member 101736); Financial Services Board: Registered Representative; Council for Medical Schemes: Apprentice Health Care Broker (BR 37518)

Carin has many years’ experience in the financial services industry, as Broker Consultant (Old Mutual) and Financial Planner (Nedbank) and joined Darrel Brown & Company in 2016. With her wealth of industry knowledge and expertise, Carin assists clients with financial planning, risk planning and employee benefits. Carin forms an integral part of the client service and relationship management teams at Darrel Brown & Company.

Steve Brown

Financial Planner
Registered Representative

Qualifications:
MEng (Management) BEng (Civil)(Stellenbosch University)

Certifications:
Financial Services Board (FSB): Registered Representative (under supervision)

Stephen completed a Master’s degree in Engineering Management in 2015 and has previous experience in management, logistics, quality monitoring and procurement.

Stephen joined our financial planning team in January 2018 and hopes to add significant value to both the practice and the lives of our valued clients into the future.

Stephen will be studying towards a Postgraduate Diploma in Financial Planning (University of the Free State) and the Certified Financial Planner ® designation during 2018 and is looking forward to meeting clients, both old and new and to working as part of the highly skilled team at Darrel Brown & Company in building the financial planning practice to the next level.

Karen Brown

Director
Business Manager

Qualifications:
B Dietetics (UP); Postgraduate Diploma in Higher Education (UNISA); Certificate in Financial Planning (Milpark)

Certifications:
Financial Services Board: Registered Representative and Key Individual; Council for Medical Schemes: Apprentice Health Care Broker (BR 37527); South African Council for Educators: Registration No. 1187920

Karen assists with the management of the practice and takes care of business administration, finance, HR, marketing and business development.

Karin Kruger

Paraplanner

Qualifications:
Higher Certificate in Financial Planning (Milpark)

Certifications:
Financial Services Board: Registered Representative

Karin completed her Higher Certificate in Financial Planning with distinction. She joined the Company in 2011 and assists with all aspects of financial planning, in particular investments and new business administration. Karin is also responsible for the internal regulatory FAIS compliance of the practice.

Cathy Rabe

Financial Planning Representative

Qualifications:
Studying LLB Law (UNISA)

Certifications:
Financial Services Board: Registered Representative (under supervision)

Cathy’s previous experience at a reputable law firm adds immense value to the financial planning, client service and administration teams at Darrel Brown & Company.

Amy Young

Financial Planning Representative

Qualifications:
Studying Article in Financial Planning (Milpark)

Certifications:
Financial Services Board: Registered Representative (under supervision)

Amy joined Darrel Brown & Company in January 2017. With previous experience in both financial services and client service, Amy assists clients as part of the financial planning and client relationship management teams at Darrel Brown & Company.

 

Contact Us

Physical Address: 39 St Dominic Street, Newcastle, 2940

Postal Address: Postnet Suite 125, Private Bag X6603, Newcastle, KwaZulu-Natal, 2940, South Africa

Tel: +27 34 328 4400

Fax: +27 34 312 7615

Email: info@djbrown.co.za