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Board of Directors | Global & Local Investment Advisors
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Board of Directors

Michael Haldane

MICHAEL HALDANE

Managing Director

Michael is the Founder and current MD of Global & Local Investment Advisors. The company was formed after he spent approximately 8 years working for the financial institutions such as Price Forbes, General Accident, Hoskens and Fedsure in a number of different capacities. Global & Local was founded by Michael 19 years ago and has now grown to a level where “Assets under Advice” exceed R4 Billion and comprises in the region of 4000 clients. He is well respected in the industry and has a reputation of dealing with ethics and integrity. Michael holds a B.Com Honors in Business Finance and is an Associate Financial Planner with the Financial Planning Institute (FPI) of South Africa. He has been awarded many times by the Product Providers of Global & Local. He is also an associate of the Short-term Insurance Institute. Michael has passed the required RE 1, 5 & 3 exams. Michael is married, has two children and is passionate about Eastern philosophies. He is also a voracious reader and enjoys playing squash twice a week.

Mauro Forlin

Mauro Forlin

Director 

Mauro joined Global & Local at the beginning of September 2009, after having founded a wealth management business which has now merged with Global & Local. He has been in the investments industry since 1994, starting as the Departmental Head of Administration of a top performing unit trust company. Mauro is a Certified Financial Planner® with the Financial Planning Institute (FPI) of South Africa, a Post Graduate Qualification that he achieved in 2011. He is also a Member of the Institute of Financial Markets (MIFM), has passed the Certified Affiliate of Unit Trusts exam and holds a National Diploma from Technikon South Africa. He passed the International Investment Advisory Exam through the London Securities and Investments Institute. Mauro is married with one child. He enjoys sport – and is a keen cyclist, reading and music.

Theolene Gelderbloem

Theolene Gelderbloem

Operations Director

Theolene joined Global & Local in March 2005. Prior to this she held various administration positions in the insurance and retail sales industry. She was promoted to General Manager in May 2014 and assumed the responsibility as the manager of our New Business team, where she oversees staff, in addition to the actioning of New Business and Administration.  Theo is married with two daughters and is an avid cook always experimenting with different ideas and enjoys spending time with her family.