Company Overview

Chrome Wealth Strategy Solutions (Pty) Ltd

Chrome Wealth Strategy Solutions (Pty) Limited (“Chrome WSS”), previously called Axia Life Settlements (Pty) Limited and trading as Axia, obtained its Category II license in May 2014.

Key staff

Andrew Bradley

B.Com (LLB), CFP

Andrew has been in the financial services industry for just under 30 years. His experience includes financial planning, wealth management, asset management in direct securities as well as multi-management, private client securities, fiduciary services, offshore and local investment platforms, local and offshore unit trust funds.  Andrew’s experience covers the following: Senior Legal Adviser at Old Mutual (1989 – 1992), Distribution Manager at UAL Investment Planning Services (1992 – 1993), Head of Investec Private Bank and Unit Trust Management Company (1993 – 1995), Director at Fincorp Financial Planning Services (1995 – 1998), Managing Director of Brait Unit Trust Management Company (1998 – 1999), CEO of Acsis South Africa Group (1999 -2011), CEO of Old Mutual Wealth (2012 – 2016), and most recently as CEO of Fiscal Private Client Services.

Andrew has a B.Com. (LLB) and has completed the Advanced Management Program at Harvard Business School.   He is also a CFP® professional, has a Postgraduate Diploma in Financial Planning and is a member of the Financial Planning Institute.

Jürgen Scherzinger

Jürgen has a strong practical engineering background and spent a number of years as Senior Business Analyst at one of South Africa’s leading retail chains. He subsequently set up a consultancy business specialising in systems, efficiencies and technology for the financial services industry.  Jürgen joined Acsis in 2001, a financial planning and asset consulting business, as Head of Operations and was responsible for all aspects of operations for several years.  He was subsequently appointed CEO of Acsis and in this role was instrumental in merging Acsis with Old Mutual Wealth.  He joined Old Mutual Wealth in 2013 as Chief Operating Officer, a position he held for 3 years.

 Gavin van Dyk

Gavin has over 20 years’ experience in financial services, having worked in the asset management and financial planning industry.  Gavin’s asset management experience spanned 13 years during which time he held the positions of Derivatives Dealer and Fund Manager at Sanlam Investment Managers and Head of Dealing at Peregrine Quant. After establishing his own financial planning practice in 2003, he merged this business with Fiscal in 2006 where he headed up the financial planning team.

Gavin has a B.Com (Stellenbosch), B.Com (Hons) Financial Analysis and Portfolio Management (UCT), and a Postgraduate Diploma in Financial Planning. He is a CFP® professional and is a member of the Financial Planning Institute.

Mandy McCallum

Mandy has been in the financial services industry for the last 10 years, working in various operational roles. These included financial and project analyst at Acsis Limited as well as professional assistant to the CEO. She joined Old Mutual Wealth in 2013 and subsequently become the Operations Manager for Old Mutual Investment Services, a Category III FSP and then as Head of Finance and Compliance for Fiscal.

Mandy is a Chartered Accountant CA(SA) and has a B. Accounting (Stellenbosch) and Postgraduate Diploma in Accounting (UCT).  She is also a member of SAICA.

Contact Us:

Tel No:                 021 671 3175

Email:                   info@chromewealth.com

Website:               www.chromewealth.com