Allan

Allan Heynen, CFP®

Executive Director Wealth Advisers

BDO Johannesburg

+27 (0) 10 060 5000

+27 (0) 82 457 1988

+27 (0) 10 060 5079

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“I have been with BDO for over 32 years. I started at BDO as accountant and did a lot of tax planning. With the tax planning came the implementation of investment solutions, which I started doing on the side and I loved it as it wasn’t just about numbers, it gave tangible advice and solutions to clients. Giving advice then became a passion for me as it wasn’t about money, it was about what is appropriate for an individual’s needs. That is when I got involved in Wealth Advisory. I found that the best part of wealth advisory was that no two clients were the same – I loved the thrill of learning about each client – how many children they have, their dreams, their fears, their hopes and then taking all their unique information and creating their own personal financial masterpiece.”

Experience

Allan Heynen started his career at BDO in 1986. He completed his articles and qualified as a CA (SA) in 1990. In 1991 Allan completed his ILPA exams and was admitted as a member of the institute (now known as the Financial Planning Institute - FPI).

In 1991 Allan was seconded to BDO Binder Hamlyn in London where he worked for 6 months. On his return to SA, Allan joined the SA Revenue Services where he spent two years in lieu of the then National Service. During this time Allan was instrumental in assisting with the implementation of the new VAT Act, conducting seminars and assisting the public with law interpretation. In his second year with SARS he was seconded to the Finance Minister's Tax Advisory committee where he served as secretary to the Minister's Tax Advisory Committee.

In 1993 Allan rejoined BDO and was admitted as tax partner in the Pretoria office. Allan's keen interest in investment and financial planning matters led him to establishing the financial planning division within BDO in 1995. In 2004 the financial planning practices of BDO in Johannesburg and Pretoria were merged and Allan was appointed as head of this new company, a position he still holds today.

In addition to managing the operations of BDO Wealth Advisers (Pty) Ltd, Allan is responsible for managing relationships with high net worth clients. This includes all aspects of financial planning (Wills, trust planning and services, client cash management, tax planning and investments).


Qualifications

  • CA (SA)

Other

Allan also holds numerous appointments as executor of deceased estates and trustee of inter vivos and testamentary trusts.