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Rudi Geldenhuys (Director and Financial Planner)

Worcester, South Africa

Phone: 083 309 7266
Email: rudi@marathonwealth.co.za

Rudi matriculated from Hottentots-Holland High School in 1991 and obtained his B. Econ. degree from the University of Stellenbosch. In 2003 he obtained his Postgraduate Certificate in Advanced Taxation (H. Dip. Tax) and later also completed a course in the Administration of Estates at the University of South Africa (Unisa). In 2011 he completed his Postgraduate Diploma in Financial Planning at the University of the Free State. Rudi also holds the CFP® (Certified Financial Planner) designation and is member of the Financial Planning Institute since 2011. Rudi started his career as a Financial Planner with a privately owned practice in 2008. He honed his skills as financial planner at FNB Insurance Brokers and Hermitage Advice Group before joining Marathon Wealth in 2019.

Areas of specialization:

Behavioral finance, Lifestyle financial planning, Investment and Estate Planning

Education:

Degree(s), Certifications obtained

  • B. B.Econ. - University of Stellenbosch
  • Adv. Dip. Tax - Unisa
  • PG Dipl. Fin. Planning - University of the Free State)