Our People - Delfin

Directors

Director & Financial Advisor

Ian joined Delfin straight out of university in 2005 and became a director in 2019. A Certified Financial Planner® since 2008 and a Chartered Financial Analyst since 2010, he focuses on simplifying the complex world of investments and financial planning for clients. Ian was appointed chairman of the Finsolnet Investment Committee in 2017. He enjoys helping clients gain clarity and control over their finances, understanding the stress that financial uncertainty can bring. Ian believes that well-structured financial planning can make a real difference in people’s lives, providing security and peace of mind.

Ian Poggenpoel, CFP® CFA

Bcom Financial Analysis, CFP® CFA
PGDip Financial Planning

Director & Financial Advisor

Derick holds a Master’s Degree in Economics from Stellenbosch University and is a Certified Financial Planner®. He joined Delfin in 2013 and specialises in Long-Term Insurance and Estate Planning. With a broad background in financial planning, he enjoys building strong relationships and guiding clients through complex financial decisions. Derick has previously taught at the Stellenbosch Business School, sharing his knowledge with future financial professionals. He finds satisfaction in being part of each client’s unique journey, helping provide direction and planning for a secure future that benefits both them and generations to come.

Derick Troost CFP®

MComm Economics, CFP®
PGDip Financial Planning

Non Executive Director

Hennie van der Merwe began his career in financial planning in 1981 and later held a senior management role at Sanlam before co‑founding Woodbridge Financial Services in 1991. In 2001, he founded Delfin Financial Consultants with Eugene de la Rouviere, building the business on trusted advice, strong client relationships, and a deep sense of fiduciary responsibility. After more than four decades in the industry, Hennie retired from executive involvement at the end of January 2026 and now serves as a non‑executive Director at Delfin. In this role, his extensive experience supports strategic direction, sound governance, and the continued focus on putting clients’ needs first.

Hennie Van der Merwe

Certificate in financial planning

Financial Advisors

Financial Advisor

Ferdie started his career in financial services with Discovery in 2017 while studying through Milpark Education. He has a strong passion for financial planning, helping families prepare for life’s uncertainties, and a genuine interest in short-term insurance. Ferdie enjoys structuring insurance and financial solutions in a clear, practical, and easy-to-understand way. He has seen firsthand how proper financial planning can make a meaningful difference when clients face unexpected challenges. Ferdie aims to ensure that clients are both protected and informed, helping them navigate financial decisions with confidence and peace of mind.

Ferdie Vermaak

Higher Certificate in Financial Planning

Paraplanner | Financial Advisor

Jéhan began his career in financial services in 2019 while pursuing a BCom Degree in Financial Planning through Akademia, balancing full-time work with his studies. He joined Delfin in June 2024, bringing practical experience and a commitment to personalised financial solutions. Jéhan focuses on understanding each client’s unique needs and delivering tailored advice. Outside of work, he enjoys playing and coaching hockey, finding fulfilment in mentoring young athletes. His proactive and disciplined approach extends from the sports field to financial planning, reflecting his dedication to excellence and his drive to make a positive impact in both areas.

Jéhan Koegelenberg

BComm Financial Planning

Paraplanners

Paraplanner

Leigh van Romburgh joined Delfin in September 2021 as a Paraplanner. She holds a BCom degree in Management Sciences from Stellenbosch University and a Postgraduate Diploma in Financial Planning from the Stellenbosch Business School. Leigh is a Certified Financial Planner, and she currently leads the firm's paraplanning division, supporting fellow paraplanners while playing a key role in assisting advisors and ensuring the delivery of high-quality financial planning solutions. Leigh is committed to continuous learning and supporting clients in securing and growing their finances. She enjoys analysing investments and creating structures that help clients achieve their goals. Outside of work, Leigh is family-oriented, loves the outdoors, and is a dog lover. Her approachable and diligent nature makes her a trusted member of the Delfin team.

Leigh Van Romburgh, CFP®

BComm Management Science, CFP®
PGDip Financial Planning

Paraplanner

Zharne Whiteboy joined Delfin in March 2024 as an intern paraplanner, bringing strong attention to detail and a commitment to excellence. She holds a BCom degree in Finance, Investments and Information Systems from the University of the Western Cape. Zharne is proud to represent the Women in Finance Network, and she is their 2026 Bursary recipient to pursue her Postgraduate Diploma in Financial Planning at Stellenbosch Business School. Her passion for financial planning was sparked during the Association for Savings & Investment South Africa (ASISA) IFA Internship Programme, where she saw the impact of quality advice on people's lives. Zharne is motivated to help clients make informed decisions, reduce stress, and build secure futures. She enjoys learning from her colleagues and applying her knowledge to provide practical solutions. Zharne's methodical approach and commitment to excellence make her a reliable and valued member of the Delfin Team.

Zharne Whiteboy

BComm Finance, Investments & Information Systems

Intern Paraplanner

Jade completed her Bachelor of Commerce degree in 2025, majoring in Finance and Economics, before joining Delfin Financial Advisors as an intern. She has a strong interest in financial planning and the valuable role it plays in helping individuals and families make informed financial decisions. Passionate about the financial services industry, Jade is dedicated to continuously expanding her knowledge and skills while providing meaningful support to both clients and colleagues. “As an intern paraplanner, I find it most rewarding to know that our work helps clients feel more confident about their financial future and that our guidance can make a meaningful difference in their lives.”

Jade Dowman

BComm Finance & Economics

Investment Administration

Investment Administrator | Office Manager

Dorette Smith has over two decades of experience in the financial industry and has been a valued member of the Delfin team since 2017. She heads up our investment administration and also serves as our office manager, playing a key role in ensuring the smooth and efficient operation of the business. Dorette is deeply involved in the administration and oversight of client investments, ensuring accuracy, timeliness, and clear communication at every stage of the process. Known for her supportive and approachable manner, she is a trusted point of contact for both clients and advisors, providing reliable operational support and attention to detail. Outside of work, she is an animal lover and enjoys watching crime series. Her extensive experience and commitment to excellence help ensure that clients receive consistently high levels of service and care.

Dorette Smith

Reception & Investment Administrator

Annelize joined Delfin in 2022, bringing both professional experience and a genuine enthusiasm for people. Having transitioned from her role as a debtor’s clerk, she has become the welcoming face of Delfin’s reception, creating a warm and friendly environment for clients. Annelize enjoys interacting with clients and making their experience positive from the moment they arrive. Outside of work, she loves reading and spending time with her family. Her approachable nature and attention to detail ensure that clients feel valued and supported, making her an integral part of the Delfin team.

Annelize Gertse

Risk and Health Administration

Health & Risk Administrator

Lohan joined Delfin in August 2025 as a Medical Aid, Gap, and Risk Cover Administrator, bringing over six years of experience in the financial services industry. He supports clients and advisors by ensuring the smooth and accurate administration of healthcare and risk cover solutions. Outside of work, Lohan enjoys photography, exploring scenic routes, and spending time in nature.

Lohan Britz

Short Term Administration

Short Term Insurance Claims
Administrator

Monique joined Delfin in 2025 as a Claims Insurance Administrator and has worked in the insurance industry since 2021. She is passionate about guiding clients through the claims process, ensuring smooth, efficient handling with clear communication and strong client support. It brings her great joy knowing that processes are followed and that claims are finalized in a timely and organised manner. Outside of work, Monique enjoys action netball, padel, reading, baking, and spending time with friends and family.

Monique Van Noordwyk

NQF 4 Certificate in Short Term Insurance

Short Term Insurance Servicing
Administrator

I began my career in 2011 as an administrator at a short-term insurance brokerage, where I quickly developed a passion for the industry and for delivering exceptional client service. Exposure to a wide range of products and providers strengthened my understanding of how the right cover protects individuals and businesses Outside of work, I value quality time with my family. In my spare time, I enjoy playing netball and spending time on the soccer field with my kids.

Danielle Petersen

Operations and Compliance

Operations Manager

Jeandre joined Delfin as Operations Manager in April 2023. Her career in financial services began in 2017, and she holds a Bachelor of Commerce and a Postgraduate Diploma in Financial Planning. Jeandre enjoys working with people and plays a key role in structuring business processes to ensure a people-centric and efficient environment. She is dedicated to improving operational workflows while maintaining a supportive culture for staff and clients. Jeandre combines professionalism with approachability, ensuring the business runs smoothly while clients and colleagues alike feel valued and supported.

Jeandre Visagie

BComm Financial Planning
PGDip Financial Planning

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