Meet the Team

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.

Leandri brings extensive experience across operations, compliance and foreign exchange services to her role at Iza Wealth. As Operations and Compliance Manager, she ensures the seamless alignment of internal processes with regulatory requirements while upholding the highest standards of service delivery for clients. In addition to overseeing compliance frameworks, Leandri leads the Forex Division, supporting individuals and businesses with expert foreign currency solutions and guidance through complex offshore transfer processes.

With a diverse background spanning financial services, client-centred advisory roles and cross-disciplinary business management, Leandri combines strategic insight with practical expertise to enhance operational efficiency and client outcomes. Her commitment to precision, risk stewardship and collaborative problem-solving strengthens the operational backbone of Iza Wealth and supports clients’ international wealth objectives.

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.

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.

Shauel is an experienced Wealth Manager at Iza Wealth, bringing 17 years of experience in the financial advisory industry. With a strong background as a Broker Consultant, he has developed a deep understanding of investment solutions, advisor support structures and client-centric financial planning.

Shauel holds an NQF Level 5 qualification and applies a practical, relationship-driven approach to wealth management. He works closely with clients to understand their financial objectives and deliver tailored strategies that support long-term wealth creation, preservation and offshore investment planning. Known for his professionalism, industry knowledge and commitment to service excellence, Shauel plays a key role in helping clients navigate their financial journeys with confidence.

Bronwen Gordon is a Senior Paraplanner 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.

Kristeen Swanepoel studied at Stellenbosch University where she completed her degree in Bcom Management Sciences (Financial Management) and her Postgraduate Diploma in Financial Planning. After spending two years in Thailand teaching English, she decided it was time to move back to Johannesburg and enter the financial service industry by becoming a Paraplanner. Kristeen works closely with Wealth Manager, David Sweeney, servicing their clients in an efficient, accurate and proactive way.

Aidan Braun holds a Bachelor of Commerce in Investment Management from the University of Pretoria and is currently pursuing a Postgraduate Diploma in Financial Planning. He works closely with Wealth Manager John Rose, servicing clients in an efficient, accurate, and timely manner. Aidan is detail-oriented and committed to maintaining high professional standards, ensuring clients receive well-structured and reliable support across all aspects of their financial planning needs.