“Stay away from negative people. They have a problem for every solution.” Albert Einstein.
David Phillips CA (SA)
A qualified Chartered Accountant, David is the sole proprietor of D.Phillips &Co registered with the SA Institute of Chartered Accountants and the Independent Auditors Regulatory Board. The firm have been licenced auditors since 1994.
Originally from the UK David has more than 27 years audit experience, including several years as a senior manager with Deloittes.
In addition to his firm handling audits he is experienced in various aspects of financial consulting including company valuations. His firm also handles Payroll applications for a wide range of clients. He is a registered tax practitioner. David acts as a Senior Consultant with Financial Partners.
Dave Roberts CA (SA)
A qualified Chartered Accountant, Dave was a Financial Director before entering the entrepreneurial world when he started his own advertising agency. He spent twenty-five years as owner manager of businesses – building up and selling three businesses. He sold an automated mailing business to Pitney Bowes, the US conglomerate, in 2000 and then sold his last business, a black empowered office automation business, in 2007.
Since then he has acted as a business consultant with the emphasis on marketing and financial management – a subject he has lectured in. Dave acts as the Coordinating Consultant for Financial Partners and is also responsible for quality control.
Nkuli Mkize B.Soc.Scii (UCT) MDevFin (USB)
Nkuli’s Stellenbosch Business School thesis on The South African Private Equity Industry was published by a German publishing company and she excelled in her internationally acclaimed Executive Development Programme in investment Banking with BANKSETA, GIBS and Stern New York University. In a 20- year working career Nkuli gained invaluable experience with UCT, Sedgewick Noble Lownes, the SA Embassy (Tel Aviv), the SA Consulate (Dubai), Investment South Africa, Wesgro, the DBSA, the Jobs Fund and Deloittes before branching out on her own. She established the Mteule Group whose key focuses are on capital raising, project development and transaction structuring,
Passionate about empowering others she is the author of a published book on the network marketing business model. In addition to her considerable expertise Nkuli brings her own brand of solution driven innovative thinking to the mix. She acts as a Senior Consultant with Financial Partners.
Modiri Motlogeloa B.Com Informatics UP
After qualifying Modiri worked for Investec before joining FNB as Commercial Liability Specialist for the Pretoria region where his portfolio involved managing liabilities from R20 to R100 million. After a stint with Totalserve Management Consulting as their National Representative, where his responsibilities included facilitating international bank loans and investments, Modiri decided to branch out on his own specialising in Enterprise and Supplier Development (ESD). He currently handles the ESD needs of a number of corporates and is also active in setting up and administering a number of incubation programmes for SMME’s, Modiri is also a director and shareholder of Modmo Consulting (Pty) Ltd an IT consulting company.
Modiri acts as a Specialist Consultant with Financial Partners
Norman Flatau CFP® Professional Accountant (SA)
Having served articles with Price Waterhouse, Norman embarked on some entrepreneurial ventures before qualifying as a Certified Financial Planner® and specialising in investment strategies and financial planning. After a 19-year stint with Standard Bank Norman joined GFP Financial Planning as Managing Director.
Norman, representing GFP, acts as Specialist Consultant with Financial Partners.
Riana van der Ryst B.Com (Human Resources) B.Com Hons (Labour Relations)
After qualifying Riana moved into BEE consulting working as an analyst and then as a verification Manager for a BEE verification company before starting her own company BEE Perfect.
Riana utilises her expertise and experience in acting as a Specialist Consultant for Financial Partners.
Financial Partners are proud to be associated with Funding Connection. Headquartered in Durban it was founded and is run by the dynamic Dagmar Breiling who holds a Master’s degree in Economics from the German university of Kiel. After a decade in the service and retail industry she worked for the German Economic Corporation in Germany where she supported various businesses. She quickly gained an enviable reputation for establishing successful business concepts and consulted widely across a variety of industries.
In South Africa she and her team have worked with many companies helping them secure funding with bankable business plans.
Financial Partners supports Funding Connection and their excellent range of products and is able to draw on their considerable expertise.