OUR TEAM
The Centric Wealth Advisory team is led by its founding members and executive directors Gené Scott and Charles McAllister, together with senior Wealth Advisors Sean Power and Sean Johnston. Our administrative powerhouse comprises Sandy Steyn, Shireen Losper, and Shannon Roode, with office manager Taahirah Neumann. Centric Trusts is headed up by Mandy Hochfelden and our Family Office Consultants are Steven Nathan and Dave Murray.
All of our Wealth Advisors are required to hold the Certified Financial Planner (CFP®) professional designation. Charles McAllister is also a CFA Charterholder: considered by the industry to be the gold standard of financial analysis. Additionally, our Wealth Advisors are all members of the Financial Planning Institute of South Africa (FPI), the governing body for the CFP designation.
MEET THE TEAM
Gené Scott, CFP®
EXECUTIVE DIRECTOR
Gené Scott boasts over 25 years of experience in estate, tax, and investment planning. In 2023, she clinched the title of Top Relationship Manager in South Africa at the Intellidex Top Private Banks & Wealth Managers Awards. Gené seamlessly integrates financial coaching with her planning skills, drawing on her dual qualifications as a Certified Financial Planning Professional and Life Coach.
She also dedicates herself to enhancing the professional expertise of her colleagues and staff through mentorship and leadership programs.
Beyond her professional pursuits, Gené has a diverse range of interests, including casual trail running, mountain biking, and hiking. When she’s not active, she finds joy in interior decorating, cooking, and embarking on travel adventures with her husband, Keith.
Charles McAllister, CFP®, CFA, CAIA
EXECUTIVE DIRECTOR
Charles Mc Allister is a seasoned Wealth Manager with extensive regulatory experience in the UK and South Africa. He specializes in working with professionals and affluent families, assisting them in comprehending and devising intergenerational wealth strategies across various jurisdictions.
Charles possesses a unique talent for translating intricate financial concepts and terminology into tailored, understandable solutions that are suitable and pertinent to each family’s specific requirements. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designation and is a Certified Financial Planning® Professional. He has completed the Advanced Diploma in Estate and Trust Administration (with distinction) through the University of the Free State, which makes him eligible to become a Fiduciary Practitioner of South Africa (FPSA®) and a Trust and Estate Practitioner (TEP).
Charles has won numerous awards, including the runner-up title in the Top Relationship Manager category at the esteemed Intellidex Top Private Banks & Wealth Managers Awards in 2021 and 2023, as well as featuring in the Citywire Top 50 Advisors.
Beyond his professional pursuits, Charles has a passion for running, whether between clients, managing his business, sprinting after his kids or running literal marathons. When he isn’t lacing up his running shoes, he is an enthusiastic reader and an avid fly fisherman. However, his greatest joy comes from spending time with his wife and three children.
Sean Power, CFP®
WEALTH ADVISOR
Sean Power is a seasoned Certified Financial Planning Professional with extensive wealth planning experience in the UK and South Africa. Seeking to enhance his client service, Sean decided to transition from the corporate environment to join an independent financial advisory business. With a deep-seated passion for financial planning, Sean adeptly navigates his clients through their planning requirements. In addition to individual planning, Sean specializes in the retirement market, including employee benefits and company retirement funds. He has completed the Advanced Diploma in Estate and Trust Administration (with distinction) through the University of the Free State, which makes him eligible to become a Fiduciary Practitioner of South Africa (FPSA®) and a Trust and Estate Practitioner (TEP).
Outside of his professional pursuits, Sean is an avid sports enthusiast, enjoying activities such as tennis and surfing. He takes pride in his role as a father and shares a love for travel with his wife, Aunnie. Together, they take pleasure in exploring captivating destinations around the globe. During weekends, they particularly enjoy discovering new local areas, with a penchant for exploring the picturesque wine regions in the Western Cape.
Sean Johnston CFP®, FPSA®, FMVA ®
WEALTH MANAGER
Sean Johnston’s current role at Centric Wealth benefits from his unique background, having previously held the position of head of wealth management for a national property investment group. Returning to an advisory position, Sean seeks to utilize his extensive knowledge to strengthen client relationships and offer valuable support in financial decision-making.
Holding certifications as a Certified Financial Planner® and Fiduciary Practitioner of South Africa® (FPSA®), Sean brings expertise in financial planning, fiduciary and tax matters, estate planning, and investment property.
His primary focus is to empower clients by helping them gain a comprehensive understanding of their financial needs and guiding them toward achieving their goals through education and mentorship. Sean enjoys creating financial planning templates in Excel, which he generously shares to facilitate informed decision-making. He has recently completed the Financial Modelling & Valuation Analyst FMVA® certification (with distinction) through CFI and is currently completing the Chartered Financial Analyst (CFA) designation. In addition to his professional pursuits, he enjoys training for triathlons and has finished several Ironman 70.3 races and the Ironman 140.6.
Steven Nathan CA(SA), CFA
FAMILY OFFICE CONSULTANT
Steven Nathan’s journey commenced as an equity research analyst in Johannesburg and ultimately led him to the position of Managing Director at Deutsche Bank in London. Motivated by a desire to utilize his expertise for the betterment of others, he established the groundbreaking South African firm 10X Investments. At 10X, Steven and his team prioritized clients’ interests, advocating for uncomplicated investment solutions, nominal fees, and complete transparency.
As the founder of Swan Family Office ( Sleep Well At Night), closely affiliated with Centric Wealth Advisory, he is instilling the same ethos and passion in a new set of clients. He is embarking on new endeavours in the US, with a focus on a Private Real Estate Fund and an innovative healthcare company with a mission to revolutionize the global healthcare industry.
A former national squash champion, Steven takes pleasure in adventure motorcycling, traveling, and quality time with his children. Entrepreneurship propels his ambitions, and he is deeply engaged in community endeavours.
Dave Murray CA(SA), CFA
FAMILY OFFICE CONSULTANT
Dave Murray has spent over 35 years in financial services. Dave is a highly experienced Head Of Equity Research and Investment Strategist, with a demonstrated history of working in the banking and asset management industry. He is skilled in Equity Research, Portfolio Management, Corporate Finance, Banking, and Investment Banking. A strong business development professional with a H Dip Acc focused in Accounting and Finance from Rhodes University. He is a Chartered Financial Analyst (CFA) and a Chartered Accountant CA (SA).
His post auditing career began in UAL Asset Management before 16 years with Deutsche Bank in Johannesburg, the US, and Asia, in several senior roles including Head of Investment Strategy, and Head of Research, culminating in being appointed Head of Emerging Market Research in Hong Kong. He then moved to Singapore for 8 years as Head of Global Research for Standard Chartered Bank, before returning to South Africa as Strategist and Head of Equity Research for Investec Bank. In the last three years, Dave has been investing in private equity and global markets.
Dave is a keen golfer, with cycling, tennis, and flyfishing also included as favoured hobbies.
Shireen Losper
TRAINEE-PARAPLANNER
Shireen studied a BA in Humanities at Stellenbosch University, followed by an Honours degree in Psychology. Having a psychology background has assisted her in the workplace as it provides her with an understanding of human behaviour and social dynamics. This solid grounding has enabled her to succeed in an entirely new field.
Shireen joined Centric Wealth Advisory in January 2018. Prior to that, she worked with Sean Power for over five years in the corporate environment. She is a wife and mother of two little girls who she loves spending time with. She finds reading meaningful books a great escape. Other hobbies include binge-watching Netflix, cooking and honing her baking skills.
Taahirah Neumann
OFFICE MANAGER
Taahirah began her career in the financial services industry in 2011. Throughout the years, she has taken on various administrator and assistant roles at different Liberty franchises. She became part of Centric Wealth in May 2019, bringing a wealth of knowledge and expertise to the administrative and client services team.
As a mother of five children, Taahirah’s life can get really busy. During her free time, she enjoys weekend getaways, spontaneous adventures, dancing, and listening to music. Taahirah also aims to expand her skills and knowledge by completing more study courses within the financial services sector.
Shannon Roode
CLIENT SERVICES COORDINATOR
Shannon grew up in Walvis Bay, Namibia, where she completed her matriculation. She then pursued her studies in Cape Town and obtained a Diploma in Marketing Management. Shannon began her career in the financial industry in 2016, gaining experience in various departments within Old Mutual Finance. Her expertise spans across banking, long-term insurance, and claims, which she brings to her current role as our Client Services Coordinator.
Outside of work, Shannon is an enthusiastic Marvel fan. During the weekends, you can often find her collecting comic books, watching crime documentaries, dyeing her hair, or spending quality time with her husband and children.
Sandy Steyn
CLIENT SERVICES MANAGER
Sandy Steyn has over two decades of experience working closely with financial advisors from BDO Spencer Steward, Quoin Wealth, and Sasfin Wealth. She has extensive knowledge of business administration, gained from 20 years in an auditing environment before transitioning to the financial services industry. As the Client Services Manager, she ensures the smooth and reliable operation of all client administration.
In her youth, Sandy enjoyed roller-skating and horse riding. She was crowned the South African Freestyle Roller-skating Champion and turned down an offer to pursue her skating career in America. Today, she is a football enthusiast who supports Manchester United and also enjoys horse racing.
Mandy Hochfelden
FIDUCIARY MANAGER
Mandy has worked in the financial services industry for the past 35 years, starting off her career at Syfrets / BoE / Nedcor. For the past 12 years, Mandy worked for a firm of Accountants, gaining experience as a trust, wills and deceased estates administrator. Mandy has the personality and skills to guide clients through the challenging and emotional journey of wrapping up a deceased estate.
Mandy is a nature and animal lover, who enjoys spending time on the beach and outdoors, and going for long walks. Mandy and her husband, Brent, enjoy travelling in and around South Africa and abroad, where she has family ties in the UK.
CFP® and Certified Financial Planner® are certification marks owned outside the U.S. by the Financial Planning Standards Board Ltd. (FPSB) and used with permission.
