About Us

About Us

Our Approach

The ongoing success of Andrew Prior Consultants can be attributed to our unique business philosophy: 

  1. We provide our clients with personal attention and tailor made portfolios
  2. We specialise in the management of retirement capital – ever mindful of its importance to our clients
  3. We endeavour to provide inflation beating returns with moderate levels of risk and treat as a top priority our clients’ and their families’ financial wellbeing
  4. We constantly assess our results and strategies in addition to maintaining a high level of quality, personal service.
Andrew Prior Consultants embraces the comprehensive six step financial planning process and is fully compliant with the FAIS (Financial Advisory and Intermediary Services) Act.

Our Team

We have a dynamic and experienced team

Dr Andrew Prior

Executive Chairman

Dr Andrew Prior is the Executive Chairman of Andrew Prior Consultants. After studying in Switzerland and the United Kingdom he worked for a major South African Mining Company before becoming a Professor at the University of Cape Town. He left the academic life in 1994 and founded Andrew Prior Consultants and since then has been active in the world of international finance, offshore banking, trust formation and investments. He has a certificate in financial planning and has extensive experience in providing investment advice.

Josephine Komninos

Financial Advisor

Josephine Komninos completed a Bachelor of Arts (honours) degree at the University of Stellenbosch in 1999. After working in the Jewellery Industry for 10 years, she joined Andrew Prior Consultants as an advisor and she has a Postgraduate Diploma in Financial Planning from the University of the Free State.

Robert Anderson

Financial Advisor

Robert Anderson, is a representative of the Company. Robert has a BCom and is a Chartered Associate of the Institute of Bankers of South Africa (CAIB SA). He has in excess of 25 years’ experience in the financial services industry spending a significant portion of this time training and coaching staff in the delivery and support of financial products and services.

Sylvia Walker

Financial Advisor

Sylvia Walker graduated from UCT in the late 1980’s with a Bachelor of Business Science (Marketing) degree. She has spent over 25 years in the financial services industry, working as a marketing manager for Old Mutual for a large part of her career. She left the corporate world in 2014 to focus on individual financial planning and advising her clients on their personal financial arrangements. She has authored a number of books, and her latest book, smartwoman, addresses the critical areas of financial independence and wealth creation.

Andrew Prior Consultants is a member of the Financial Intermediaries Association.

FIA Core Values

as an organisation

PROFESSIONALISM

Members aspire to propagate and elevate levels of professionalism amongst themselves and in so doing, ensure that clients engaging with FIA members experience a high degree of work ethics, positive interactions and ultimately a value added outcome.

LEADERSHIP

The FIA leads its members with measured courage and contribute meaningfully to the enhancement of the financial services industry and its stakeholders.

SERVICE

Service excellence is a highly valued and respected professional quality. Members recognize that a sustainable existence is dependent on strong client relationships, culminating from excellent service delivery.

TRUST

Trust is sacrosanct and a non-negotiable fundamental value that is upheld by the FIA and its members. Client trust manifests in the fact that our members are all appropriately authorized or mandated in terms of applicable legislation and must adhere to a strict Code of Ethics.

FIA directors, management and members of the FIA undertake that:

  • They will observe and comply with the requirements of the Code.
  • They will create public awareness of their membership of the FIA, their self-regulation measures and the Code. The commitment of the FIA directors, management and members is underpinned by achieving high ethical standards within the industry and is acknowledged to be essential to their professional practices.
  • They will at all times, and in relation to all other parties, conduct their business activities in the utmost of good faith, honesty, integrity and transparency.
  • They will consistently uphold the interests and needs of their clients before any other consideration.
  • They will ensure that any information acquired by a member from a client will not be used or disclosed unless the written consent of the client has been obtained to do so, except in the course of negotiating, maintaining, renewing or servicing the client’s financial needs or where required by law. where business entails the assessment of acceptance of any risk by an underwriter, members will obtain all material information from the client that is reasonably available and communicate same to the underwriter.
  • They will at all times comply with legislation relating to the financial services industry. In particular, they will only offer advice and render intermediary services in respect of financial products for which they are authorized or mandated in terms of the Financial Advisory and Intermediary Services Act, 2002.
  • They will not act in a manner which may harm or prejudice the image of the industry, the FIA or its members and will not, without prior authorization, express the FIA’s views in public.
  • They will ensure that their employees fully understand the member’s obligations under the Code, and any other guidelines that may be issued.