Excalibur Wealth Pty Ltd
A fiercely independent investment advisory and financial planning business, established in and targeting the high net worth market. Highly regarded and respected by both major institutions and clients, for its strong values driven culture and track record of always acting in the best interests of clients. The firm has 12 team members, 7 of whom are wealth advisors - with 5 holding the highly sought after CFP® designation. Located at the Featherbrooke Business Park, outside Featherbrooke Estate in Krugersdorp, Gauteng, but with a client base right across South Africa. CONTACT DETAILS: 011 662 2575 or info@excalibur.co.za
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Verified contacts
9
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DV
Devan van der Vyver
Excalibur Wealth (Pty) Ltd · Other
EmailPhone - EB
Ellené Basson
Wealth Advisor · Finance & Accounting
EmailPhone - EB
Ellené Basson
Wealth Advisor · Finance & Accounting
EmailPhone - MS
Madeleine Sutherland
Compliance Assistant · Finance & Accounting
EmailPhone - NM
Naas Meyer
Excalibur Wealth (Pty) Ltd · Other
EmailPhone - WG
Werner Gibbs
Excalibur Wealth (Pty) Ltd · Other
EmailPhone - WA
Wilmarié Appelgrein
Head of Wealth Advisory Services · Finance & Accounting
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Excalibur Wealth Pty Ltd
6 distinct titles indexed · top 6 shown.
- 3excalibur wealth (pty) ltd
- 2wealth advisor
- 1administrative assistant
- 1compliance assistant
- 1head of wealth advisory services
- 1senior administrator
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