The Team
Behind every phone call, every email, every transaction, every investment.
Executive Financial Planner (CFP®)
Deon Schoeman
As a Certified Financial Planner® professional, Deon coordinates the financial planning process for clients. He assists in identifying their goals, presenting tailored options, and guiding them through each step to help achieve their financial objectives and ultimately leave a lasting legacy.
"Early in my career I learnt the value of relationships and being surrounded by like-minded people. At Deon Schoeman and Associates, we are privileged to have a group of positive like minded financial planners and support staff working together to ensure we continue building lasting relationships"
Deon Schoeman
Practice Principal
Charney Botes
Practice Specialist
Since joining Old Mutual in 2015, Charney has developed in-depth expertise in the financial industry and a thorough understanding of Old Mutual's products, along with a strong foundation in holistic financial planning. She works closely with clients to help identify their financial goals and implement personalized strategies to achieve them. With a focus on building positive, lasting relationships, she is dedicated to supporting clients throughout their financial journey.
Weston Schoeman
Junior Adviser
Weston is the newest member of our practice, working closely under the guidance of our senior advisers, he assists clients in managing their finances and investments. His responsibilities include developing foundational financial plans, conducting investment research, preparing client presentations, and managing administrative tasks. Weston is also committed to building strong client relationships, ensuring they feel supported and informed every step of the way.
Rozanne Steyn
Client Services Consultant
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Rozanne serves as a liaison between clients and the practice, offering essential support and guidance. Her responsibilities include understanding client needs, managing client relationships, and handling administrative duties to ensure smooth service delivery for clients.
Cherise Pienaar
Executive Assistant and Client Services Consultant
Cherise manages client relationships and handles client inquiry processing, often serving as the friendly voice clients hear when they reach out to the practice. With specialist knowledge in wills and estates, she oversees amendments, claims, and all estate administration processes, ensuring clients receive expert guidance and support.
Antoinette Loock
Practice Manager & Planning Specialist
Antoinette has been with Old Mutual for over 33 years, bringing a wealth of experience to her role. She assists in managing the practice’s support staff and oversees the processing of Integrated Financial Planning for Deon Schoeman, ensuring smooth operations and high-quality service.
Carol Schoeman
Employee Benefits Specialist
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Carol is responsible for the administration and client relationships of employee benefit accounts. She manages fund oversight, conducts account reviews, and handles query processing to ensure efficient and responsive service.
Phenyo Taje
Client Services Consultant
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Phenyo's responsibilities include managing schedules, coordinating meetings, and handling correspondence for clients and financial planners. As the primary point of contact, Phenyo assists clients with their inquiries, providing support with the highest level of professionalism and efficiency
Ribqah Rashid
Client Services Consultant
Ribqah is responsible for managing schedules, coordinating meetings, and overseeing client and planner correspondence. As the primary point of contact, she assists clients with their inquiries and ensures they receive professional, efficient support at all times.