Vernon Cloete Financial Advisors have been advising clients for over 20 years. Founded in 1992 as an independent advisory firm, we focus on investing money with a view to help people achieve financial independence.
Vernon has steadily built up the practice and is joined by James Vigne and Lesa-Jo Cloete who are also independent financial advisors within the firm.
What makes us different?
Passion without financial compromise – the management team is backed by committed and dedicated employees with combined skills and expertise. This enables us to offer our clients unsurpassed financial planning services that are not only expected, but deserved.
Our Financial Advisors
CEO and Founder, Vernon Cloete is an Independent Financial Advisor (and representative) at Vernon Cloete Financial Advisors. He holds a Bachelor of Commerce Degree from Rhodes University and a Post Graduate Diploma in Financial Planning from UOFS and has been operating as an independent broker since 1992.
Prior to becoming an independent broker Vernon worked at the Standard Bank head office in the foreign exchange dealing room. He then moved to Liberty Life and worked in the sales department for two years. While at the Liberty Life, Vernon passed both the Business Assurance course and the Investment Planning course with distinctions. Vernon then moved to Sanlam where he was employed as a manager for a further two years.
James Vigne is an Independent Financial Advisor (and representative) at Vernon Cloete Financial Advisors. He has passed his Representative regulatory Exam and is pursuing a degree through the University of South Africa. He is passionate about financial planning and is supervised by Vernon Cloete.
Cell: 082 827 8229
Lesa-Jo Cloete is an Independent Financial Advisor (and representative) at Vernon Cloete Financial Advisors. She has obtained her CFP® Designation and focuses on Income Tax and Accounts at the firm. She is supervised by Vernon Cloete.
To build a financial services company that is dedicated to creating sustainable wealth while training, mentoring and educating the youth.
To help people create wealth over a long term basis that will sustain people during their retirement years.
Suite O1/AN2, 1st Floor, Block A,
Pellmeadow Office Park,
60 Civin Drive
Financial Services Provider:
FSP Number: 4507