FISA is governed by a 10-person Council. Three councillors are elected by all members (the Nationally Elected Councillors), while members in the six 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 30 years, with 24 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 and Northern Regional Councillor
(FPSA®, MTP(SA)™, CBA™ and TEP)
Ian is a director at Crest Trust Holdings Incorporated and has 35 years’ experience in Estate Planning and Structuring, Administration of Deceased Estates, setting up and administration of Trusts, drafting of Wills and Tax Advice to high net worth clients. He previously held senior management positions with Boland Bank Trust and Sanlam Trust and was appointed as legal advisor with Sanlam for two years. Ian holds a B.Iuris degree and Post Graduate Diploma in Advanced Taxation. He is a member of the Fiduciary Institute of Southern Africa, the Society of Trust and Estate Practitioners (STEP), the South African Institute of Tax Professionals (SAIT) and the Institute of Business Advisors (IBASA) and holds professional designations as FPSA®, MTP(SA)™, CBA™ and TEP.
Vice Chairperson and Gauteng
Regional Councillor (FPSA®)
Penelope du Plessis has 28 years’ experience in the fiduciary industry. She is currently the Managing Director of Uberrima Phoenix (Pty) Ltd, a trust company specialising in court order trusts. Prior to the appointment of Managing Director, she filled Senior Trust Officer positions within Sentinel International Advisory Services, BoE Trust and Fairheads Benefit Services. She holds the professional designation FPSA®.
National Councillor (FPSA®)
Dr Eben Nel has twenty-one years’ experience in the financial planning and fiduciary industry, the last eleven 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 Research Associate in the Faculty of Law at the Nelson Mandela University. Dr Nel contributes regularly to peer-reviewed legal publications on trust law and related topics.
National Councillor (CFP®, FPSA® MTP (SA)™, TEP)
Angélique Krügel, 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.
Western Cape Regional Councillor (FPSA®, TEP)
Ryno has over 10 years’ experience in the fiduciary industry. Having acted as a director of Treasury Trust Services (Pty) Ltd, a fiduciary services company and CEO of Destinata Holdings Limited, a public company, he now operates a boutique family office Capitor (Pty) Ltd, catering for high net worth families’ fiduciary and financial needs. He holds a BA law degree from Stellenbosch University and a post graduate diploma in financial planning from the University of Free State. He further holds professional designations as a CFP®, FPSA® and GTP(SA)™ and is a member of the Institute of Directors SA.
Central Regional Councillor (FPSA®, CFP®)
Rynoe has over 35 years’ experience in the fiduciary industry, having started his career in 1983 and worked for some of the major banks and trust companies over the years. He is currently a Wealth Manager with PSG Wealth in Bloemfontein.
Rynoe is a Certified Financial Planner® and a Tax Practitioner registered with SAIT. He has various tax diplomas and certificates obtained through UNISA. He is a member of both FIA and the FPI and acted on the tax committee of the FPI.
KZN Regional Councillor (FPSA®, CFP®, MTP (SA)TM)
Carmen joined the Financial Planning Profession in 1998. After many years of study which commenced in 1999 and only ended in 2019, saw her branch to and grow her practice to include Tax Planning, consulting to Financial Planners and private tutoring. Carmen founded Synergia Learning in 2018 which aims to make available on-line courses which spans from tax planning, financial planning, fiduciary planning and many more.
She lectures for the University of Johannesburg on their BCom Honours in Financial Planning, and for University of Pretoria on their BCom Honours in Tax. She is a private tutor assisting students in successfully completing the Post-Graduate Diploma in Financial Planning, the Professional Competency exam for the CFP® designation and as well as the Advanced Diploma in Estate and Trust Administration. Carmen’s qualifications include a HDip Tax (RAU), Post-Graduate Diploma in Financial Planning (UFS), Post-Graduate Diploma in Tax Management (UFS) and Diploma in Deceased Estates (UNISA).
She is a Certified Financial Planner® professional, a Fiduciary Practitioner SA® (FPSA®) and a Master Tax PractitionerTM with the SA Institute for Tax Professionals.
Eastern Cape Regional Councillor
Donice has gained valuable experience in various fields of the law over the past 29 years, with specialised experience in the drafting of Wills, Deceased Estate Administration on various levels of complexity and the set-up of Trusts.
Donice is passionate about people and the fiduciary industry and applies careful thought and innovative strategies and solutions within the confines of law, striving to establish long-term relationships with clients and to deliver a confidential and professional service.
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.