Principal Member and Key Individual : Brian Groom
Member and Admin Manager : Margie Groom
Brian Groom is a local and offshore investment specialist.
He established Groom Investment Consulting cc in February 1999 when he left Syfrets Private Bank where he had been the International Consultant for the Southern region for four years.
Brian received a Bachelor of Economics degree from the University of Stellenbosch, majoring in Economics, Business Economics and Industrial Psychology. He then received an Advanced Diploma in International Tax and Offshore Financial Centres from RAU/IAS.
He spent four years at Old Mutual where he subsequently became Production Manager of Old Mutual Unit Trusts responsible for business in the Boland region of the Western Cape. Thereafter he and his wife Margie spent 1990 touring the UK & Europe. On their return, Brian spent four years as broker consultant at Liberty Life in Cape Town. In March 1995 Brian left Liberty to take up the position of International Consultant at Syfrets Private Bank.
Margie Groom is responsible for finance and administration.
She received a Bachelor of Arts degree from the University of Cape Town, majoring in English and Psychology. Margie then went on to do a Higher Diploma in Education (Post-Graduate) for Primary Education, also at the University of Cape Town.
After a short teaching career, Margie did a Post-graduate Secretarial Certificate at the Cape Technikon, whereafter she spent three years in the Corporate Executive Services division at the Old Mutual. She was appointed as office manager at MAST before resigning to spend a year overseas. Upon her return, she joined The Leisure Corporation where she worked as PA to the managing director for seven years before resigning to have her second child.
Consultants: A team of experienced consultants are available to provide specialised investment and financial planning advice to our clients.
