Johann Maree

Head: Research & Training | BFATM BA LLB ADFP Cert IV Compliance & Risk Management

Johann Maree

Johann has 30 years of experience working with financial advisers in practice management, professional development and compliance roles in South Africa and Australia.

He is passionate about integrating the disciplines of adviser business strategy, operational efficiency, financial planning and values based client engagement in advice businesses. To this end Johann has worked with both George Kinder and Carol Anderson, the pioneers of Life Planning in the USA and has also worked with Australian Business Training on the Psychology of Client Decision Making.

Johann has held senior management positions in Professional Development, Wealth Management and Practice Management and was also an owner/director of his own practice management consultancy for 7 years.

He has an LLB degree, is a Certified Behavioural Financial Adviser (USA) and has an Advanced Diploma in Financial Planning. He has also co-authored two books on the Business of Financial Advice.

Johann is married to Leigh and they are proud parents of Jarryd. Johann enjoys cycling and fishing and conjuring up magic meals on their BBQ over weekends.

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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