Meet The Team

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Dave Rundle

EXECUTIVE CHAIRMAN

  • Dave is one of the co-founders of RMS Advisory and leads the RMS team as a whole. Dave has over 30 years of experience in advising clients on their financial affairs and has been a key driver in establishing RMS Advisory as one of the country’s leading financial advisory firms.

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Michael Stain

MANAGING DIRECTOR

  • Michael has 18 years of experience in Private Banking and Wealth Management, having worked in multiple countries for some of the world’s largest banks. Having recently returned to South Africa from Switzerland, Michael provides critical banking knowledge and industry experience to the team.

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Brendan Jack

DIRECTOR & WEALTH ADVISOR

  • Brendan is a CFA charter holder with years of experience in finance and investing at some of South Africa’s leading financial institutions. Brendan focuses on client asset allocation and advice around the structuring of bespoke investment portfolios.

Contact The Team
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Mari Loubser

COO/CFO

  • Mari has recently joined the RMS Advisory team and brings with her a wealth of experience.

    Her meticulous attention to detail and ability to navigate complex, multidisciplinary concepts while maintaining a clear strategic perspective make her an invaluable contributor to the company.

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Annelee Murray

PROJECT MANAGER

  • The “First Lady of SA Rugby”, Annelee is a real asset to the RMS Advisory team where she plays a lead role in many special projects.

    RMS relies on Annelee for her advice and leading role as link between our sports clients and professional staff.

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Tania Hess

OPERATIONS MANAGER

  • Tania has 20+ years of experience in financial services administration at several of the large South African banks, Tania now forms a key part of the administration team at RMS Advisory.

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Esmarelda Peters

RELATIONSHIP MANAGER

  • With almost 20 years of experience in client administration within the Private Wealth sector, Esmarelda is responsible for the administration of client accounts and reporting.

    She plays a pivotal role as a link between clients and the investment and advisory teams.

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Carli De Villiers

PERSONAL ASSISTANT

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Casper van der Merwe

PARAPLANNER

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Tom Burton

PARAPLANNER

  • The newest team member, Tom holds a Bachelor of Commerce degree in Financial Management from Stellenbosch University, as well as a post-graduate qualification in Economic Analysis of Financial Markets (EAFM) from the University of Cape Town.

    Tom works closely with our Wealth Managers to assist with investment proposals and financial plans.

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Jacques Kallis

AMBASSADOR

  • Jacques joined the RMS Advisory team after being a client for more than 20 years.

    Jacques provides invaluable advice to the RMS Advisory team as a consultant as he shares his experience to the team when advising professional athletes around the globe.

    With his cricket playing career over (although still doing some coaching work), JK has joined the RMS Advisory as a consultant and provides valuable knowledge and experience to the team when advising other professional athletes around the globe. He is a recent inductee into the ICC’s cricket Hall of Fame and, in the completely unbiased opinion of all South African cricket fans, the greatest all-rounder to have played the game.

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Michelle Charles

WEALTH ADMINISTRATOR

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Anton Faure

EXECUTIVE BUSINESS RISK ADVISOR

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Rowan Haywood

WEALTH ADMINISTRATOR

Our Strategic Network

We are proudly connected with a trusted network of leading institutions across various sectors of the financial services industry. These collaborations empower us to deliver a broad spectrum of tailored solutions, backed by industry excellence and deep domain expertise.

SPECIALIST EXPERTISE

Whether it's short-term insurance, tax structuring, or bespoke investment strategies, our alliances with niche experts allow us to offer advice and services grounded in experience and precision.

HOLISTIC FINANCIAL PLANNING

Through these relationships, we bring you integrated, future-focused financial solutions — all under one roof.

TRUSTED BY PROFESSIONALS

Our network includes institutions recognized for their stability, innovation, and commitment to client wellbeing — giving you peace of mind at every step of your journey.

COMPREHENSIVE COVERAGE

From life insurance and medical aid to investment planning and capital growth, our partners ensure that every financial need is covered — no matter how specific.

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