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 Advisor Sean Power. Our administrative powerhouse is made up of Sandy Steyn, Shireen Losper and Taahirah Neumann.
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 has over 25 years of experience in estate, tax and investment planning. She was voted the Top Relationship Manager in South Africa at the 2023 Intellidex Top Private Banks & Wealth Managers Awards.
Leveraging the power of her dual qualifications as a Certified Financial Planning Professional and Life Coach, Gené seamlessly integrates the financial coaching of her clients with her financial planning skills. Gené is also involved in helping to advance the professional expertise of her colleagues and staff by offering mentorship and leadership programmes.
Gené has many varied interests and enjoys numerous sports. She is an avid trail runner (as a casual runner). She also enjoys mountain biking and hiking. If Gené is not doing sport, she likes to get involved in interior decorating and cooking. She enjoys travel adventures with her husband, Keith.
Charles McAllister, CFP®, CFA, CAIA
EXECUTIVE DIRECTOR
Charles McAllister was voted the runner-up in the Top Relationship Manager category of the prestigious Intellidex Top Private Banks & Wealth Managers Awards in 2021 and 2023. Charles is an experienced Financial Planner with extensive UK and South African regulatory experience. He works with professionals and wealthy families, helping them understand and plan their intergenerational wealth strategies, across multiple jurisdictions.
Charles has the singular gift of being able to turn complex financial concepts and jargon into comprehensible, tailormade solutions that are both appropriate and relevant to each family’s specific needs. Charles holds the Chartered Financial Analyst (CFA) designation, the Chartered Alternative Investment Analyst (CAIA) designation and is a Certified Financial Planning® Professional.
Charles has a passion for running in all forms, from running a business, to running a rental property portfolio, running after his kids and running international marathons. When not wearing his running shoes, he is an avid reader and a keen fly fisherman. However, his greatest enjoyment is spending time with his wife and three children.
Sean Power, CFP®
WEALTH ADVISOR
Sean Power is an experienced Certified Financial Planning Professional with extensive UK and South African wealth planning experience. Keen to provide his clients with even better service, Sean decided to move away from the corporate environment and align himself with an independent financial advisory business. Sean’s passion for financial planning enables him to effortlessly guide his clients through the full spectrum of their planning needs. In addition to individual planning, Sean specialises in the retirement market, including employee benefits and company retirement funds.
Sean is an enthusiastic sportsman, finding joy in playing tennis and nurturing a profound passion for surfing. Sean is also a proud father alongside his wife, Aunnie. Together, they share a love for exploring captivating destinations worldwide. On weekends, they particularly relish discovering new local areas, with a special fondness for exploring the scenic wine regions in the Western CapeLinkedin-in
Sandy Steyn
CLIENT SERVICES MANAGER
For more than two decades, Sandy Steyn has provided excellent attention to detail working in close coordination with financial advisors from BDO Spencer Steward, Quoin Wealth and Sasfin Wealth. She has a vast general knowledge of business administration, having spent another 20 years in an auditing environment before moving to the financial services industry. As our Client Services Manager she ensures the smooth and trustworthy running of all client administration.
In her younger years, Sandy’s hobbies included roller-skating and horse riding. She was crowned South African Freestyle Roller-skating Champion and declined an offer to pursue her skating career in America. Today, she is a football enthusiast who also enjoys horse racing.
Shireen Losper
CLIENT SERVICES COORDINATOR
Shireen studied BA 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
CLIENT SERVICES COORDINATOR
Taahirah started her career in the financial services industry in 2011. Over the years she has held several administrator and assistant roles at different Liberty franchises. She joined Centric Wealth in May 2019, bringing a wealth of knowledge and expertise to the admin and client services team.
As a mom of five kids, life can get really busy for Taahirah. In her downtime, she enjoys weekend getaways, spontaneous adventures, dancing and listening to music. Taahirah also aims to further expand her skills and broaden her knowledge by completing more study courses within the financial services sector.
