Wessel Marthinus Oosthuizen Pic.jpg

Wessel Marthinus Oosthuizen

Personal Information

Personal Details

  • Surname: Oosthuizen

  • First names: Wessel Marthinus

  • Date of Birth: 10 September 1968

  • Place of Birth: Vryburg

  • Marital Status: Married

  • Health: Excellent

  • Nationality: South African

  • Languages: Fluent in English and Afrikaans

Personal Abilities

  • Communication & Public relation skills: Excellent. Frequently conduct formal & informal financial planning presentations nationally as well as internationally.

  • Personality: Loyal and confident. Comfortable with public speaking. Reliable in pressure situations. Hard working and professional. Diligent and trustworthy.

Employment History

Employment

  • Verso Wealth (Pty) Ltd

    • Managing Director (2016 – Present)

  • FPI Centre for Professional Development:

    • General Manager (2013 – 2015)

  • University of the Free State

    • Director Centre for Financial Planning Law (2001 – 2010)

  • ABSA Bank

    • Legal Advisor – Financial and Estate Planning (1997 – 2001)

  • Master of the High Court

    • Acting Assistant Master (1994 – 1996)

  • Free State High Court

    • Judges Secretary (1993 – 1994)

Other: National

  • Financial Planning Institute of Southern Africa (FPI)

    • Chairman: Education Committee (2006 – 2009)

    • Member: Standards Committee (2008)

    • Director of Board (2005 – 2009)

International

  • Financial Planning Standards Board (FPSB)

    • Member: FPSB Standards Committee (2006 – 2009)

    • Chairman: Education Advisory Panel (2007)

    • Chairman: Education Working Group (2007 – 2008)

    • Chairman: Financial Plan Working Group (2009 – 2011)

    • Chairman: Financial Plan Writers Panel (2009)

    • Chairman: Portfolio/Supervised Experienced Working Group (2009 – Present)

    • Chairman: Integrated Financial Planning Education Group Panel (2009 – Present)

    • Chairman: Education Panel (2009 – 2010, 2013)

Education

High school Education

  • Level attained: Graduated from Senior High School

Tertiary Education

  • 1989 – 1993: Baccalaureus Procurationis (UFS)

  • 1994 – 1995: Baccalaureus Legum (UFS)

Post-Graduate Education

  • 1996 – 1997: Magister Legum, specializing in the following subjects (PU CHE):

    • Family Law

    • Tax Law

    • Matrimonial Property Law

    • Investment Management

    • Estate Planning Law

    • Script – The impact of insolvency on the repudiation of an inheritance

  • 2000: Post Graduate Diploma in Financial Planning (UFS)

Other Courses

  • 2000: International Capital Markets Qualifications

    • Introduction to International Capital Markets

    • International Equity Markets

    • South Africa Regulator Environment

Professional

Advocate of Supreme Court of South Africa

  • 1999

Certified Financial Planner

  • 2001: CFP® status is recognized in 24 countries. To become a CFP® one must meet the following criteria:

    • Experience – more than three years in the financial planning industry

    • Education – prescribed and applicable education program

    • Examination – Board Assessment

    • Ethics

Fiduciary Practitioner SA®

  • 2011

Regulatory Examinations

  • RE 1 and RE 5