Tanya Coetzee

Investment Analyst
Email: tanya@amity.co.za

Certified Financial Planner®
BCom (Honours)
Postgraduate Diploma in Financial Planning

Tanya is a member of the investment team where her role as investment analyst is to conduct macro-economic, asset class and fund research. Her role also includes analysis and monitoring of the Amity solutions.

Tanya completed her BCom degree in Economics at the University of Pretoria in 2009. She started her career as an assistant wealth manager at the largest PSG Konsult (now PSG Wealth) office in 2010. While obtaining industry experience she furthered her studies and completed her post graduate diploma in financial planning through the University of the Free State and was accepted as a member of the Financial Planning Institute (FPI). Tanya is a Certified Financial Planner (CFP). She also finalised her honours degree in Economics at the University of Pretoria.

She then joined Investec Asset Management in early 2012. During her 4 years at Investec Asset Management, she gained experience in both the LISP side of the business as well as the fund management and retail sales side. She then decided to re-join the PSG group as a wealth manager where she managed a group of clients for one of the largest and most successful offices in Pretoria. She also managed 2 assistant wealth managers in order to gain some people management skills.

Tanya joined Amity Investment Solutions in May 2018 as an investment analyst. She has always been passionate about the analytical side of investments and after gaining experience in the retails sales environment and being exposed to asset management, she felt the need to fulfil the dream in becoming an analyst. She also gained knowledge in portfolio construction while being a wealth manager and this is beneficial to her role as an analyst.

While Tanya enjoys dedicating much needed time to her work and further career enhancing studies, she also enjoys long distance running and travelling. Tanya is married and lives with her husband in Pretoria.