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 began his career in financial planning in 1981 and 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, bringing his detailed focus on client relationships and personal interaction. Hennie has always prioritised trusted advice and fiduciary responsibility, ensuring clients’ needs and goals come first. He takes pride in helping clients avoid unsuitable insurance or investment products and believes in implementing strategies tailored to each individual. Hennie’s experience and commitment provide clients with confidence and long-term security.

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 holds a BCom in Management Sciences from Stellenbosch University and a Postgraduate Diploma in Financial Planning from the Stellenbosch Business School. She joined Delfin in September 2021 as a Paraplanner and is working towards becoming a Certified Financial Planner®. 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 joined Delfin in March 2024 as an intern Paraplanner, bringing dedication, accuracy, and attention to detail to her role. She recently graduated from the University of the Western Cape with a BCom Degree in Finance and Investments and Information Systems. Zharne is passionate about delivering comprehensive financial planning support and ensuring that clients’ needs are addressed with precision. 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 has over two decades of experience in the financial industry and is committed to helping clients better understand their investments. She enjoys guiding clients through complex financial decisions, ensuring they feel informed and confident. Known for her supportive and approachable manner, Dorette balances professionalism with a friendly touch. Outside of work, she is an animal lover and enjoys watching crime series. Her experience and passion for client education ensure that every client she works with receives thoughtful, personalised advice tailored to their goals and circumstances.

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. She is committed to expanding her expertise and will be studying toward her NQF Level 5 in Short-Term Insurance through Milpark Education in 2026. 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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