Kevin is the Founder and Key Individual of Daberistic Financial Services. Born and raised in Taipei, Taiwan, he came to South Africa in 1989 and has been in South Africa since.
Kevin is a Certified Financial Planner®. He holds a BSc (Actuarial Science) degree from the University of The Witwatersrand, Diploma in Actuarial Techniques, and Certificate in Finance and Investments from the Institute of Actuaries, UK, as well as the Post-graduate Diploma in Financial Planning from the University of the Free State.
Kevin is accredited with FAIS Regulatory Exams - Key Individuals and Representatives.
Kevin is a member of the following professional bodies: Faculty and Institute of Actuaries (UK), Financial Planning Institute, and the Masthead Financial Advisors Association.
Kevin has 18 years of experience in the financial services industry, ranging from
healthcare, employee benefits, retirement funds, life insurance, investments, tax planning, financial planning and operational management.
Kevin is married with 3 children. His interests include church ministry, Taiwanese chamber of commerce, entrepreneurship, technology and travel.
Su-lan is the Founding Partner of Daberistic Accountants & Auditors. Born and raised in Taipei, Taiwan, she came to South Africa in 1989 and has been in South Africa since.
Su-lan is a Chartered Accountant (CA(SA)), Registered Auditor with IRBA, and a Chartered Global Management Accountant (CGMA).
Su-lan is accredited with FAIS Regulatory Exams - Key Individuals and Representatives.
Su-lan is also the Finance and HR Manager of Daberistic Financial Services.
Su-chin is a partner of Daberistic Accountants & Auditors. Born and raised in Taipei, Taiwan, she came to South Africa in 1989 and has been in South Africa since.
Su-chin is a Chartered Accountant (CA(SA)) and Registered Auditor with IRBA.
Prior to joining Daberistic, she worked for Comztek and Boake Incorporated.
2002 - Daberistic Solutions was established to offer independent, quality investment and personal finance advice to private investors
2006 - offered actuarial group risk consulting; participated in a life insurance company acquisition negotiations; became an agent for Momentum Life, started to offer life insurance, investments and medical aid products to the public.
2007 - Obtained Financial Services Provider licence from the FSB, as well as healthcare brokerage accreditation from the Council for Medical Schemes; started writing a personal finance column in the local Chinese community newspapers; Daberistic Accountants & Auditors was established.
2009 - Moved office from Randburg to Jukskei Park, Fourways