FISA is governed by a 9-person Council.Three councillors are elected by all members (the Nationally Elected Councillors), while members in the five regions elect a chairperson for their Regional Committee for a term of two years. These chairpersons serve as Regional Councillors. The CEO is appointed by the Nationally Elected and Regional Councillors and is also a member of Council.
The Regional Committees promote FISA in their region by:
- Cooperation with the Office of the Master of the High Court (MoHC), the South African Revenue Service (SARS) and other stakeholders.
- Arranging continuous professional development (CPD) sessions in the regions.
There are seven special purpose committees comprising experts in the areas of trusts, estates, compliance, tax, education and training, employee-benefit trusts and beneficiary funds.
CEO (FPSA®, CFP®,TEP)
Louis van Vuren’s career in financial services goes back 25 years, with 19 of these in the fiduciary industry. He holds BA, LLB and LLM degrees from RAU (now UJ), the Advanced Certificate in Leadership from UCT and the Advanced Post-Graduate Diploma in Financial Planning from the UFS.
He served as legal adviser and in management in Old Mutual and in various senior management roles in Old Mutual Trust and BoE Trust, before taking early retirement in 2012. He is Director: Trust Services of Finlac Risk and Legal Management (Pty) Ltd, a fee-based financial planning practice in Cape Town.
Chairperson (FPSA®, CFP®)
Ms Williams has a career spanning 25 years in the fiduciary, legal and academic sphere. She currently heads the fiduciary team (Cape) at Nedbank Private Wealth. Prior to that she held senior fiduciary positions within Nedgroup Trust and Syfrets Trust/BoE Trust. She worked as Assistant Master of the High Court from 1991to 2002 and was a Junior lecturer at University of Stellenbosch in 1991.
Ms Williams is an Advocate of the High Court, a Certified Financial Planner®, a Master Tax Practitioner (SAIT) and a Trust and Estate Practitioner (STEP). She has a BA and LLB from Stellenbosch University, an LLM (cum laude) from UNISA, and a postgradudate Diploma in Tax Law from UCT.
Vice Chairperson (CFP®)
Dr Eben Nel has 17 years’ experience in the financial planning and fiduciary industry, the last seven of which have been with PSG Trust in Port Elizabeth. Dr Nel specialises in estate planning, wills and trusts. He has a doctorate in trust law and financial instruments and is an Advocate of the High Court of South Africa.
He is also a Certified Financial Planner and Research Fellow in the Faculty of Law at the Nelson Mandela Metropolitan University. Dr Nel contributes regularly to peer-reviewed legal publications on trust law and related topics.
Gauteng Chairperson (CA)
Cheryl qualified as a Chartered Accountant at Deloitte & Touché where she was appointed as a tax manager in 1989 in their personal financial planning department. In 1991, Cheryl joined Grant Thornton, Kessel Feinstein to establish the personal financial planning department for their high net worth clients.
In 1994, she joined BoE Private Bank as the general manager responsible for the Gauteng personal financial planning; taxation; fiduciary services; and wills and estates departments. In 2000 Cheryl left BoE to set up her own practice, which has recently changed its name to Talaria Wealth. Cheryl is a regular commentator and presenter on financial planning, estate planning, wills and trusts. She has a B Compt Hons C.A. (SA).
Western Cape Regional Councillor (FPSA®, TEP)
Chris is an admitted attorney with over 20 years’ experience in the field of Deceased Estate Administration. He is a member of the international Society of Trust and Estate Practitioners (STEP), as well as a member of the Fiduciary Institute of Southern Africa (FISA) and is the current chairman of the Western Cape region of FISA. He has also attained the accreditation as Fiduciary Practitioner of South Africa (FPSA®).
He is currently a director of Cape Town-based Legacy Fiduciary Services SA (Pty) Ltd which he co-founded in 2010 and is also a director of Legacy Fiduciary Services Private Trust and acts as an independent trustee on various trusts. Prior to Legacy Fiduciary Services, he was managing director of the fiduciary services arm of a private company, and head of the deceased estates department of a family law firm in Cape Town. Chris has a BProc degree from UNISA.
Free State Regional Councillor
Colin has over 50 years’ service in the financial and fiduciary services industry, having joined Bloemfontein Board of Executors and Trust Company Ltd (Bloemboard) in 1963, and having been Managing Director from 1976 to 1994.
Since 1994 he has managed the family owned The Public Trustee and Trust Corporation (Pty) Ltd in Bloemfontein, an entity undertaking the administration of estates and trusts and the preparation of Wills and trust deeds, and estate planning.
Colin is a former Council member, Chairman and Honorary member of the Association of Trust Companies and an Honorary member of The Fiduciary Institute of Southern Africa. He previously also served as a Director of Midland Board of Executors Limited (Midboard) and alternate Director of Old Mutual Syfrets Trust Limited (OMST).
National Councillor (CFP®, TEP, FPSA®)
Angélique Visser, a director at Baraza Wealth, has 23 years’ experience in estate planning, estates, trusts, wills and tax. Positions held previously were Head of Fiduciary at Standard Bank Private Clients, Head of Governance at FNB Trust Services and Director at FNB Trust Services Namibia. She is a Certified Financial Planner, a member of the Society of Trust and Estate Practitioners (STEP) and the South African Institute of Tax Professionals (SAIT).
She was Chairperson of the Fiduciary Institute of Southern Africa (FISA) from 2012 – 2015 and liaises with the Chief Master’s office, SARS, National Treasury and various other stakeholders as a National Council Member. She has a law degree and a post graduate diploma in financial planning. She is passionate about the industry and is a regular commentator in the media.
National Councillor and Secretary (FCIS, FPSA®, TEP)
Aaron has over 25 years ‘ experience in the fiduciary industry, specialising in trusts. He is a member of STEP (Society for Trust & Estate Practitioners) and CIS (Fellow of the Chartered Institute of Secretaries & Administrators).
He has held the position of FISA Secretary since 1998.
KwaZulu-Natal Regional Councillor
Muhammed has 20 years’ experience in the financial services industry with the bulk of it being 16 years in the fiduciary services environment.
He currently works as a Fiduciary Specialist at Bridge Fund Manager, based in Durban, and was previously with Grindrod Asset Management.