ABOUT US

In 1984 Trevor Aspeling established the Aliwal Road Group as a small practice offering tax, accounting and financial management services. As the practice grew, additional services such as financial planning, investment consulting, estate planning, wills, trusts, the administration of deceased estates and auditing were added.

The Aliwal Road Group has offices in Cape Town and London and is well placed to offer individuals and businesses personalised and complete financial services that are provided by professionals with the necessary qualifications and levels of experience and skill.

Our Mission: Toward  protecting and growing  our clients’ wealth.

THE TEAM

The Aliwal Road Group is made up of individuals with a range of skills, expertise, knowledge and experience and is capable of offering its clients an expert value added financial service. Without compromising on integrity we commit to securing and growing our clients’ wealth in the long-term. In this way we believe we will guarantee our own success.

DIRECTORS / PARTNERS

Trevor Aspeling

TREVOR ASPELING, AFP™

Bachelor of Commerce (Rhodes), Master’s Diploma in Cost and Management Accounting, Professional Accountant (SA)

In the early 1980s Trevor, a senior lecturer in Financial Management and Taxation in postgraduate studies at a Cape Town University, was being approached by individuals for help with tax advice and tax administration. This led, over time, to the formation of the Aliwal Road Group of Companies. Trevor continues to help clients with the management of their finances, their taxes, their trusts, close corporations and private companies.

CHRIS HANLEY, AFP™

Bachelor of Commerce (Hons) (UCT), Certificate in the Theory of Accountancy, Chartered Accountant (SA)

Chris is a Chartered Accountant and has been with the Aliwal Road Group since 1997. With his previous experience in commerce and industry he is able to offer businesses sound financial and tax advice. Chris is also actively involved in assisting individual clients with their investment decisions and financial planning. In addition he has overall responsibilty for our audit division.

Chris Hanley

RICHARD FINCHAM, CFP®

Bachelor of Commerce (Hons) (Stell), Post Graduate Diploma in Financial Planning (UFS)

Richard matriculated from Kingswood College in Grahamstown in 1996 and completed a B. Com (Hons) in Business Management at Stellenbosch University. He joined another financial services company in 2005, where he quickly proved himself as a top advisor. He is registered with the Financial Planning Institute of South Africa and holds the CERTIFIED FINANCIAL PLANNER® accreditation, which he studied for and earned through the University of the Free State. Richard joined the Aliwal Road Group in January 2015 and beside his extensive financial planning knowledge he adds particular expertise to our offerings in protecting our clients against risks including those associated with business, life (funding families in the event of the premature death of a breadwinner), disability and loss of income.

ALIDA BRINK, CFP®, FPSA®

Bachelor of Commerce – Law (UFS), Bachelor of Laws – LLB (UFS), Master of Laws – LLM (UFS)
Alida has a history of working in the banking, insurance and financial planning industry. She is skilled in Wealth Advisory Services, Trust Administration, Estate Administration, Estate Planning and Wills Drafting. She is a legal professional with strong analytical skills and attention to detail. She has previously been in Advisory Specialist and Fiduciary Specialist roles, as well as in Compliance roles in Europe. She started her career as a lecturer at the Law Faculty of the University of the Free State and is still involved at the Law Faculty as an external moderator and examiner.

OUR TEAM

ALIDA BRINK, CFP®, FPSA®

Bachelor of Commerce – Law (UFS)
Bachelor of Laws – LLB (UFS)
Master of Laws – LLM (UFS)

Director / Estates and Trusts Administrator

BRIGITTE NILAND

Receptionist / Administrator

Chris Hanley

CHRIS HANLEY, AFP™

Bachelor of Commerce (Hons)(UCT)
Certificate in the Theory of Accountancy
Chartered Accountant (SA)

Director

CINDY LEO

Bachelor of Accounting Science (UNISA)
Advanced Diploma in Accounting Sciences (UNISA)
Associate General Accountant (SA)

Accounting and Tax Practitioner

ELANA BROOKE

Administrator / Personal Assistant to Director

FAIEKA PANDEY

National Diploma in Financial Accounting (ICB)
Business Accountant in Practice (SA)

Accounting and Tax Practitioner / Network Administrator

Hazel Waldron

HAZEL WALDRON

Bachelor of Accounting Science (Hons) (UNISA)
Chartered Accountant (SA)

Senior Accounting and Tax Practitioner / Office Manager

John Plimsoll

JOHN PLIMSOLL

Bachelor of Commerce (Stell)
Bachelor of Laws – LLB (Stell)
Admitted Attorney (Cape High Court)
Advanced Post Graduate Diploma in Financial Planning (UFS)

Consultant

LETITIA PARSONS

Advanced Certificate in Financial Accounting (False Bay College)

Junior Bookkeeper / Data Capturer

LINDA MCKENZIE

Bachelor of Commerce (UNISA) (Cum Laude)

Accounting and Tax Practitioner

NATASHA LEIBRANDT

Administrator / Personal Assistant to Director

RICHARD FINCHAM, CFP®

Bachelor of Commerce (Hons) (Stell)
Post Graduate Diploma in Financial Planning (UFS)

Director

Robin Sommerville

ROBIN SOMMERVILLE

Bachelor of Commerce (UCT)
Graduate Diploma in Accountancy
Chartered Accountant (SA)

Registered Auditor / Consultant

Shaakira Patel

SHAAKIRA PATEL

Bachelor of Accounting Science (UNISA)
Professional Accountant (SA)

Accounting and Tax Practitioner

SHAMEEMAH RAHBEENI

Receptionist / Administrator

Trevor Aspeling

TREVOR ASPELING, AFP™

Bachelor of Commerce (Rhodes)
Masters Diploma in Cost and Management Accounting
Professional Accountant (SA)

Director

CONTACT US
“I have been a client of Aliwal Road since 1998/99, in my personal and business capacity. I have enjoyed a great service from Chris and Linda in particular. I am very happy with the advice that I have received when needed. I have recommended Aliwal Road to other people.”
LIONEL DE NICOLA