Job Title: CFO
Company: Sanlam Retail Affluent
Sumari Coetzee is a chartered accountant (CA(SA)) and an experienced finance executive with 18 years of experience in the financial services and Insurance industry. She is currently serving as the chief financial officer for General Insurance at SanlamAllianz in Morocco. She previously led the Sanlam–Allianz transaction and drove the successful Saham integration, which earned her the prestigious Sanlam CEO Award. Prior to her current role, she held various leadership positions within Sanlam Emerging Markets and Sanlam Multi Manager International, and also served as CFO at Hantam Municipality.
Work
2023 – present Chief financial officer: General Insurance, SanlamAllianz
2021 – 2023 Chief financial officer, Sanlam Emerging Markets
2016 – 2021 Head of finance, Sanlam Emerging Markets
2015 – 2016 Head of reporting, Sanlam Emerging Markets
2013 – 2015 CFO, Hantam Municipality
2012 – 2013 Financial manager of Sanlam Multi Manager International, Blue Ink Hedge fund
2009 – 2013 Financial manager, Sanlam Multi Manager International
2006 – 2009 Financial accountant, Sanlam Multi Manager International
2003 – 2006 Article clerk, PriceWaterhouseCoopers
Education
1999-2002 BRek in Finance, Stellenbosch University
About the company : Sanlam Retail Affluent is a division of Sanlam, responsible for managing the retail business in South Africa. It provides a comprehensive range of financial solutions to various market segments, including entry-level, middle-income, affluent, professional market, and business owners. These solutions encompass traditional life insurance, investment, retirement, health, and fiduciary services, aimed at facilitating long-term wealth creation and protection for clients.
