Mrs. PATRICIA DU PLESSIS
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| Firm | Accredinet Financial Services |
| Suburb | Centurion | Map |
| Address | 143c Hatfield Street, Highveld, Centurion, 0157 |
 FSP Licence |
8933 |
| Languages | English and Afrikaans (in order of proficiency) |
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| Tel | 0828992999 |
| Cel | 082 899 2999 |
| Fax | 0866 019 399 |
| Website | www.moneyadvice.co.za |
| Qualifications | - BCom Accounting (RAU); -Post Graduate Diploma in Financial Planning (UOFS); - CERTIFIED FINANCIAL PLANNER®; - CFP® |
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>Services
Financial Advisors Fields of Specialization: CERTIFIED FINANCIAL PLANNER®. Estate, retirement & risk planning. Specialise in Discovery Vitality and it’s value-add. Business assurance and employee benefits.
| Services | Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Group Schemes |
Experience
I have 8 years experience as a Financial Adviser. I pride myself in being honest and trustworthy and giving the best, conservative advice at all times. Prior to becoming a Financial Adviser I worked at Investec as an accountant for investment and retirement products. I have 18 years experience in the Financial Services industry.
About Firm
Companies Represented
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Business Practices
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50,000
Recurring monthly: R500 |
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Remuneration |
Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff in Financial Advisor organisation | > 50 |
| Indemnity insurance |
Insurance: yes Value: R1,000,000 |
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