More about us
Findata is a registered financial services provider (FSP No.: 4771) that complies fully with the requirements of the Financial Advisory and Intermediary Services (FAIS) Act, 2002.
Findata Financial Services (Pty) Ltd was incorporated in 1984 to provide financial services to South African and international, corporate and individual clients.

What we do

We help secure clients financially for:
  • The unknown future: events over which clients have no control - death, disability, trauma and ill health
  • The known future: future events and needs that are known and can be planned for - retirement, asset accumulation and investments
Findata provides integrated planning solutions that ensure sustainable financial provision in real terms, incorporating individual and corporate solutions that are optimized for income tax, estate duty and capital gain liabilities.
Findata is an independent and objective practice that aims to build a long-term relationship with clients and their families. Our key product is the administration and management of our clients’ financial lives. To meet long-term promises, we are committed to a service model business. We therefore prefer to accept the role as client advocate and representative with product providers, rather than a sales model business where relationships are short term and focused on product solutions, sales and low advice.
Our services include:
  • Cash flow management and budgeting
  • Risk management (death, disability, severe illness, income protection)
  • Health benefits
  • Investments
  • Retirement planning
  • Estate planning
  • Tax planning
  • Employee benefits and group schemes
  • Business insurance (buy-and-sell, key person, contingent liability)
  • Wills
  • Trusts

Disclosures

FAIS (English) | FAIS (Afrikaans)
Key Individual and financial planner: Iaan van Heerden 082 450 7088
iaan@findata.co.za

Key Individual and financial planner: Iaan van Heerden

Iaan van Heerden has been in the financial service industry for more than 30 years and is ideally qualified and experienced to give financial advice.
After obtaining a BMil (Com) at the Military Academy, he completed his MBA while working as an investment analyst for Old Mutual. During his ten years with Old Mutual he also gained experience in developing individual insurance, investment products and employee benefits.
Iaan started Findata Management Services (Pty) Ltd in 1984.
He obtained both original qualifications from the Institute of Life and Pension Advisors (ILPA Life and ILPA Employee Benefits) and he is a Certified Financial Planner (FPI No. 96000499). He passed his Regulatory examinations for representatives and key individuals in 2011.

Iaan is licensed in terms of FAIS to provide advice and intermediary services with regard to the following:
  • Long-term Insurance: Category A, B and C
  • Short-term Insurance: Personal and Commercial Lines
  • Pension fund benefits
  • Retail pension benefits
  • Securities and instruments: Shares
  • Securities and instruments: Money Market instruments
  • Securities and instruments: Debentures and Securitised debt
  • Securities and instruments: Warrants, certificates and other verification instruments
  • Securities and instruments: Bonds
  • Securities and instruments: Derivative instruments
  • Deposits as defined by the Banks Act
  • Participatory interests in collective investment schemes
  • Benefits provided by a benefit society
  • Health Services Benefits
Key Individual and financial planner: Stephan van der Walt 082 6060 143
stephan@findata.co.za

Key Individual and financial planner: Stephan van der Walt

Stephan van der Walt is employed as a representative and financial planning associate of Findata. As a graduate of Stellenbosch University, he holds a BA LLB degree and was admitted to practice as an attorney in 1995. However, he chose to further his career in the financial services industry and gained financial planning and management experience with Sanlam, Momentum and Discovery since 1996.

He also obtained the ILPA (Institute for Life and Pension Advisers) qualification in 2000 (University of Free State). Stephan is also a member of the Financial Planning Institute (FPI) as a Certified Financial Planner (FPI No. 199603400).

He passed his regulatory examinations for representatives and key individuals in 2012. He joined Findata in July 2015 and is licensed with the Financial Services Board (FSB) to give financial advice and intermediary services in the following categories:
  • Long-term Insurance: Category A, B and C
  • Short-term Insurance: Personal and Commercial lines
  • Pension fund benefits
  • Retail pension benefits
  • Securities and instruments: Shares
  • Securities and instruments: Money Market instruments
  • Securities and instruments: Debentures and Securitised debt
  • Securities and Instruments: Warrants, certificates and other instruments
  • Securities and instruments: Bonds
  • Securities and instruments: Derivative instruments
  • Deposits as defined by the Banks Act
  • Participatory interests in collective investment schemes
  • Health Services Benefits

Findata planning support staff


Financial planner: Esté Graham este@findata.co.za

Financial planner: Esté Graham

Esté has been in the financial services industry for more than 4 years and is a CFP® professional – member no. 201400690. She completed her B.Comm Financial Analysis degree at Stellenbosch University, did an Honours degree in Financial Management at UNISA and completed a Postgraduate Diploma in Financial Planning at Stellenbosch University. She also passed her regulatory examinations for representatives in 2015. Esté is a representative with Findata.

Administration support staff

Findata has full-time staff members to provide administrative support to the business.
Rose Blom 021 948 6025
admin@findata.co.za

Rose Blom

Administration
Candice Lee D’Aguiar 021 948 6025
admin2@findata.co.za

Candice Lee D’Aguiar

Administration
Loretta Hyman 021 948 6025
info@findata.co.za

Loretta Hyman

Reception / Administration

Findata Secretarial Services (Pty) Ltd

Findata Secretarial Services (Pty) Ltd is an independent business. They offer accounting and tax advisory services.
Findata Secretarial Services (Pty) Ltd is contracted to provide internal accounting services to Findata.
Accounting and tax: Marike Pretorius CA(SA) 082 800 1799
accounts@findata.co.za

Accounting and tax: Marike Pretorius CA(SA)

Marike has been in the accounting industry for more than 10 years. After obtaining a B.Comm in Accounting from the University of Pretoria, she did her Honours degree in Accounting at UNISA and obtained her CA (SA) qualification in 2009 and is registered with SAICA (South African Institute of Chartered Accountants). In 2009, she left the auditing industry to focus on accounting and tax.
Financial administration: Peggy Basson 082 726 8352
peggy@findata.co.za

Financial administration: Peggy Basson

Peggy is responsible for the accounting and financial management of Findata. She has been associated with Findata for more than 25 years and is registered with the ICBA (Institute of Certified Bookkeeping and Accounting).