About Me


Stephen Leppan, is a leading wealth and risk manager based in Somerset West. He has been practicing in the financial services industry since 2002 and is a registered Financial Adviser with the South African Financial Services Board. His qualifications include a national Wealth Management Diploma Stellenbosch University. His career started with IG Investment Group, Liberty Life (8 years), Regal Financial Services and joined Discovery Financial Consultants in 2013.

Stephen's practice prides itself on delivering sound expert advice, consistent investment returns and excellent service when it comes to claims.

Achievements:

Toastmaster Speaker of the Year Award 2010
Served as Treasurer for the DA in Somerset West.
Nominated Networker of the Year 2010
Chairman of The Helderberg Residents Association

Publications:

Author:
Book  "7 keys to breaking free from financial bondage" distributed by Wild Dog Press
Author Talk Money Le Mag Publications
Frequent online blogs on finance

Radio and Television:

Presented Talk Money, on Radio Helderberg for three years.
Exposed property syndication company on Carte Blanche.
SABC 2 - Money Matters
Find my profile on Who's Who South Africa

Qualifications:

H Dip  Wealth Management - Stellenbosch University
H Dip. Financial Managemnet and Administration - ICM - England
H Dip. Business Management - Damelin Management School
Cert.    Business Managent  - Stellenbosch University 
Cert.    Real Estate Management  - Institute of Estate Agents SA
Current:Post Grad Dip. Portfolio Management (UNISA)

Memberships: