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Quattro Fund Managers (Pty) Ltd

Company Overview:

The Quattro Group was established in 2004. The Group comprises separate FSPs offering clients service across financial planning and investment advice, short term insurance, pension and provident funds, medical aid and accounting services.

Quattro has offices in Durban and Cape Town and there are currently 48 advisors in the business.

Quattro manages a range of Collective investment Scheme portfolios that allow them to effectively manage client portfolios, underpinned by a rigorous investment process and philosophy.  This allows Quattro to implement their investment decision in the most efficient way in the best interest of their clients.

Quattro’s management team and investment committee members are Gary Watkins, Brett Bartlett and Gary Bartlett.

Gary Bartlett, Managing Director: Quattro

Qualifications: B Com (Hons)

Gary achieved his BCom (1983) and BCom (Hons) Economics (1992) at the University of UKZN. His career kicked off at Standard Trust and then S A Sugar in 1986. From there he progressed to Ithala Finance as Financial Consultant (1989 – 1995) and Investec Bank as Private Banker (1995 – 2004). Thereafter he joined Brett and Gary Watkins in their venture as a Momentum franchise fulfilling his role as Managing Director of Quattro Cape as well as heading up the Fund Managers division in Durban and becoming part of the fastest growing franchise in South Africa.

Brett Bartlett, Joint CEO: Quattro

Education: Scottburgh High (Matriculated 1984);Tertiary Education: NQF5 (Certificate in Financial Planning) 2006-2009 (Milpark);Current Studies: NQF6 (National Certificate in Financial Planning) 2013 – current (Milpark)

Work Experience:

2004 – current Quattro (Joint CEO)

1998 – 2004 Avant-Garde Financial Services / Liberty (Financial Advisor / Manager)

1989 – 1998  Self Employed (Director)

1987 – 1989  Checkers (Sales Manager)

Brett Bartlett is an incredibly ethical, astute and entrepreneurial businessman. He has extremely strong managerial and leadership skills and a profound understanding of business in all its divergent aspects. It is through these skills that he has steered Quattro, as the Company’s Joint Chief Executive Officer (CEO), to such heights.

He is recognised as a prominent figure in the Financial Services Industry, partly, though not solely, due to his immense Industry knowledge. He began his career with a retail food chain and then went on to own a string of small businesses.

In early 1997 he was enticed into the financial services industry and progressed rapidly into a managerial position, handling both recruitment and sales, where he truly found his niche. In 2004 hepartnered with Gary Watkins and started Momentum’s Franchise division and now owns five financial services companies, namely Quattro Life, Quattro Sure (short term), QuattroMed (health), Quattro Fund Managers (Pension Funds & Investments), and Quattro Accounts (Tax & Accounting).

Gary Robert Francis Watkins

Joint CEO: Quattro

Education: Pinetown Boys High (Matriculated 1990);Tertiary Education: NQF5 (Certificate in Financial Planning) 2006-2009 Milpark; Current Studies: NQF6 (National Certificate in Financial Planning) 2013 – current Milpark

Work Experience:

2004 – current Quattro (Joint CEO)

1997 – 2004 Avant-Garde Financial Services / Liberty (Financial Advisor)

Gary started in business at age 17 as a young entrepreneur. He qualified as a (CRS) Certified Real Estate Specialist while working in the Real Estate Industry and at the age of 24 he was appointed as a Director of The Institute of Estate Agents. In 1997 Gary joined the Liberty Group as an advisor and soon afterwards assisted in the establishment of Frontline Financial Advisors, a Liberty Life franchise. Frontline eventually merged with another Liberty franchise, Avant-Garde Financial Services where he remained until 2004.

Gary is currently the Joint CEO and Founder of The Quattro Group. He is a key individual who is involved in management, training, and recruitment within the group. Gary together with Brett Bartlett and the management team a Quattro have grown The Quattro Group to a significant player in the Financial Services Industry. Gary specializes in Business Assurance, Pension Reform and Estate and Personal Financial Planning.

Gary started Momentum’s Franchise division in 2004 and he currently owns five companies in the financial services industry namely, Quattro Life, Quattro Sure (short term), QuattroMed (health), Quattro Fund Managers (Pension Funds & Investments), and Quattro Accounts (Tax, Accounting and F.D. Services).

Gary enjoys working with other entrepreneurs securing their business risks and helping them structure their business financial plans. Aspects he addresses are namely: Investing their capital to create wealth, putting measures in place to protect their wealth, structuring business continuity plans, staff retention plans, contingent liability plans, Keyman cover and exit strategies to name a few.

Contact Us:

Tel No:                031 242 5100

Email:                  quattro@qfg.co.za

Website:              www.qfg.co.za

 

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