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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.
David Sweeney has been in the financial services for over 25 years. Following a short period at Old Mutual, he joined one of South Africa’s oldest stockbroking firms. After 13 years servicing private clients in the stock broking industry with portfolios across equities and derivative products, David moved into Wealth Management. Since 2013, he has provided financial advice and intermediary services to assist clients with their financial planning, investment needs and the attainment of their financial goals. His qualifications include a Postgraduate Diploma in Management in Business Administration from Wits Business School as well as a Bachelor of Commerce degree. He has also completed the RE5 Representative exam and numerous industry specific exams though the SA Institute of Financial Markets and Unisa. David's passion for financial markets and desire to educate investors has led to a deep commitment to wealth preservation and growth.
James became a member of the South African Institute of Chartered Accountants on 4 August 1997 and was awarded the CFA Charter on 18 September 2001. He completed his articles with Coopers & Lybrand (which became PWC) in 1996 and from 1997 to 2022 he managed the assets of high-net-worth individuals as a portfolio manager for Martin & Co (which became Fleming Martin and later JP Morgan). He has been involved in the listing of three companies on the JSE, DataPro, through Casey Investment Holdings (which became Vox Telecom) in 2004, Huge Group in 2007, and Mine Restoration Investments through Cenmag Holdings in 2012. James’ investment career spans 26 years.
Wealth Managers

Ashley has been working in the financial services industry for 6 years with experience in investments, retirement planning, estate and tax planning, risk and overall general holistic wealth management to aid in the securing of intergenerational wealth. Ashley graduated from the University of Cape Town with a Bachelor’s Degree in Psychology and English in 2014. In 2020 Ashley completed her Postgraduate Diploma in Financial Planning. In 2021, she completed the Professional Competency Exam with the Financial Planning Institute of South Africa and received her CFP®. Having also completed her regulatory exams in 2021 (RE5).
After completing his Commerce Degree at Rhodes University, Mark Kilham moved overseas to work as a wealth Manager in the European Expat space. Having gained 13 years of experience in France, Belgium and Germany, he returned to South Africa and joined Iza in 2024. Mark is responsible for the Garden Route region of the country.
Paraplanners
Bronwen Gordon is a Senior Paraplanner and assists with the Internal Compliance at Iza Wealth, bringing a wealth of experience from both the legal and financial services sectors. She completed her LLB degree at North-West University in Potchefstroom and began her legal career at Smit Sewgoolam Incorporated, where she served her articles and was admitted as an attorney in 2011. Bronwen was later admitted as a Conveyancer in 2013 and a Notary Public in 2014, practicing for several years in Property Law and Conveyancing. In 2021, Bronwen transitioned to the financial services industry by joining Iza Wealth as a paraplanner. In her current role, she not only prepares and maintains client files but also assists with training new paraplanners and supporting the firm’s internal procedures. With a strong foundation in law and a commitment to continuous growth, Bronwen excels in both administrative and client-facing tasks, leveraging her legal expertise to enhance the quality of service at Iza Wealth.
Carmin holds a Bachelor's degree in Business Administration and an RE5 qualification, while continuing to strive for further learning. She has been part of the financial services industry since 2013. With over a decade of experience, Carmin brings extensive knowledge and expertise, playing a key role in supporting both clients and the investment team. Known for her attention to detail and commitment to excellent service, Carmin manages client accounts, handles administrative tasks, and provides essential support to ensure smooth operations across the company.
Megan is a dedicated Paraplanner with over five years of experience in the Financial Services Industry. Holding a Wealth Management Certificate and RE5 qualification, she plays a crucial role in supporting Wealth Managers and clients by ensuring the accurate and timely preparation of documents and reports.Her expertise includes crafting comprehensive reports and facilitating effective communication between Wealth Managers and clients. Megan is committed to client services, helping clients understand their financial options and navigate the complexities of financial planning.Passionate about continuous improvement, she actively keeps abreast of industry trends and best practices, striving to enhance the efficiency and effectiveness of the financial planning process.
Brandon Main earned his Bachelor of Business Science in Economic and Business Management from Monash University in 2019 and subsequently completed his Bachelor of Commerce Honours in Economics, graduating with distinction. His Honours thesis focused on Empirical Finance, specifically modelling price volatility. Before joining Iza, Brandon worked as a Paraplanner at Standard Bank for three years, where he assisted high net worth individuals. He possesses a deep knowledge and passion for Asset Management.