John Rose

Managing Director

John Rose completed his articles at KPMG in 1998 and since has worked across industry sectors with 3 years spent in retail financial management. John has 7 years of extensive experience in the healthcare sector, where he has performed as deal maker, corporate financier and fulfilled roles in both Financial and Managing directorship. John’s move into financial services was with Waring’s as Group FD in 2008, where he headed up Structured and Group Finance. Waring’s move to KZN in 2011 prompted John to start his own Offshore Wealth Management company. John serves as Managing Director leading the Offshore Wealth Management team at Iza Wealth.

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Kevin Caden

Director / Head of Foreign Exchange

Kevin has worked in the asset management industry for the past 15 years. After completing his articles with Deloitte Ireland in 2011 he held various roles in the asset management and banking industry in Ireland. Before emigrating to South Africa in 2013 he worked as a Financial Regulator of Irish Collective Investment Schemes with the Central Bank of Ireland.

Kevin joined the SAICA body in 2013 and worked at Stonehage Fleming for two years before joining Iza Wealth.

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Corné du Plessis

Director

Corné du Plessis has operated in the financial services sector in South Africa for 5 years. After completion of his Bachelor’s degree in Economics and Law and LLB degree, Corné also completed an Advanced Certificate in Insolvency law. Corné practiced as an attorney specializing in corporate litigation and served on the litigation panel for two of South Africa’s biggest financial institutions. After making the transition to the financial services sector, Corné immediately focused on investments with a strong emphasis on Global and Local Investing together with Retirement planning. Corné predominantly services high net worth clients looking to structure their investments in the form of Direct Offshore Investing, International Retirement Planning, Local Investing and Retirement Planning. Corné provides his clients with expert advice and assist them to create perpetual wealth.

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Sean Kelly

Wealth Manager

Sean has worked in the finance industry for the past 6 years. After completing his Bachelor of Commerce in Finance and Investment Management he joined Iza Wealth in 2018 and began working directly with the Managing Director, John Rose, as a paraplanner and investment analyst. In 2019, Sean moved to Cape Town and worked as a full-time investment analyst at Star Investment Partners assisting with their asset management and research on global and local funds that they managed (including the Iza Global Balanced & Iza Equity Fund). In 2020, Sean was called back to JHB to assist with Iza Wealth’s offshore investment solutions as well as running their offshore investment model portfolios. Recently, Sean has become a partner in Iza Wealth alongside John Rose and Kevin Caden.

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