D & A Group is an authorised financial and accounting service provider that was formed in 1993 by Derrick and Anneli Olsen. The group has grown over the years to be a well-established and reliable provider in the financial service industry and has built up a loyal customer base by focusing on providing professional services on a personal level.

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About Us

D & A Financial Planning CC


This CC is an authorised financial service provider (FSP) that provides financial advice and intermediary services in the following areas:

- Investments & savings

- Retirement

- Death & Disability (Risk cover)

- Estate planning


D & A Tax Practitioners


As a registered General Tax Practitioner, we providing professional tax advice and assistance to companies, Trusts and high income individuals.

Services include:

- Tax planning

- Tax registrations and administration services

- Capturing and submission of tax returns (Income tax, Provisional tax, VAT, PAYE)


Accounting Services


Nic Olsen, our son, is a qualified chartered accountant registered with SAICA with experience in auditing and financial management. He  has moved out of the corporate to grow this accounting practice in George – Western Cape. You can click here to find out more about him.

Service offered:

- Monthly management accounts .

- Annual financial statements and reports

- Financial consulting and modelling

- Independent review


CONTACT FORM

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Qualifications

D & A group holds all the legally required qualications, from the following institutions, to offer financial services:

The Financial Planning Institute of Southern Africa (FPI) is a South African Qualifications Authority recognised professional body for financial planners in South Africa. It is the only institution in South Africa to offer the CFP® certification, as well as an approved examination body for the FAIS regulatory examinations.

As a non-profit professional body, founding and affiliate member of Financial Planning Standards Board (FPSB), the Institute exists to improve the level of professionalism and positively influence the quality of advice provided by its members. There are 25 other affiliate member countries who offer the CFP® certification.

In 2012, FPI was highly commended by FPSB and awarded Tier 1 Affiliate Status for receiving 96% in the global assessment. This is the highest achievement any affiliate has ever received.

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The FSB is an independent institution, established by statute to oversee the South African non-banking financial services industry in the public interest, and fully funded by fees and levies imposed on this industry.

After more than 20 years of regulating the non-banking sector of South Africa’s financial services industry, the FSB has established itself as a reputable authority in this field, locally and internationally. Over the years, it has contributed to the stability of this industry while meeting its mandate of protecting consumers of financial products and services.

The FSB has developed and maintained a strong, effective presence in the regulatory field, in South Africa and internationally, while working closely with its counterparts elsewhere in Africa to establish solid regulatory frameworks..

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CAIB (SA) - Certified Associate of the Institute for Bankers in South Africa.

The Institute of Bankers in South Africa provides members with professional designations,networking, educational, training and information opportunities.

The Institute ensures it delivers a service to its members that is relevant to today’s professional arena. The IOBSA aims to support members in achieving their professional goals and to provide an avenue for members to be connected, informed and qualified.

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Letter of Disclosure PAIA Manual