Meet the Team

John Rose completed his articles at KPMG in 1998 and since has worked across industry sectors with 3 years spent in retail financial management. John has 7 years of extensive experience in the healthcare sector, where he has performed as deal maker, corporate financier and fulfilled roles in both Financial and Managing directorship. John’s move into financial services was with Waring’s as Group FD in 2008, where he headed up Structured and Group Finance. Waring’s move to KZN in 2011 prompted John to start his own Offshore Wealth Management company. John serves as Managing Director leading the Offshore Wealth Management team at Iza Capital Partners.

David Sweeney has been in the financial services for over 25 years. Following a short period at Old Mutual, he joined one of South Africa’s oldest stockbroking firms. After 13 years servicing private clients in the stock broking industry with portfolios across equities and derivative products, David moved into Wealth Management. Since 2013, he has provided financial advice and intermediary services to assist clients with their financial planning, investment needs and the attainment of their financial goals. His qualifications include a Postgraduate Diploma in Management in Business Administration from Wits Business School as well as a Bachelor of Commerce degree. He has also completed the RE5 Representative exam and numerous industry specific exams though the SA Institute of Financial Markets and Unisa. David’s passion for financial markets and desire to educate investors has led to a deep commitment to wealth preservation and growth.

John is the Chief Operations Officer (COO) and co-founder of Graphite Asset Advisory. He began his career at KPMG in 2005 where he obtained his CA(SA) designation. Subsequent to this he expanded his skill set in financial services by moving overseas to work in the Structured Finance department for KPMG Cayman Islands. After 3 years overseas he returned to South Africa where he worked as a research analyst with Alpha Asset Management for 3 years before being promoted to Portfolio Manager. During this time, he completed the international designation for Financial Risk Management (“FRM”). Since founding Graphite, he has been responsible for managing multi-asset portfolios and formulating the house macro-economic views.