Senior Financial Planner
CurrentDelivering support to graduate professionals with regard to Lifestyle Planning.
Jan 2016 - Present
AeroLeads people directory · profile
Monica Van Rooyen Email & Phone Number
Senior Financial Planner at PPS Financial Planning
at
PPS Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner at PPS Financial Planning
Location
City Of Johannesburg, Gauteng, South Africa
Company size
Who is Monica Van Rooyen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Monica Van Rooyen is listed as Senior Financial Planner at PPS Financial Planning at PPS Financial Planning, a company with 46 employees, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Monica Van Rooyen.
Monica Van Rooyen previously worked as Senior Financial Planner at Pps Financial Planning and Financial Advisor at Attooh! Group Of Companies. Monica Van Rooyen holds Diploma, Marketing Management from Institute Of Marketing Management (Imm Gsm).
Company email context
Email format at PPS Financial Planning
This section adds company-level context without repeating Monica Van Rooyen's masked contact details.
PPS Financial Planning
Review company-level records connected to Monica Van Rooyen before choosing the right outreach path.
Profile bio
About Monica Van Rooyen
My approach is to always act honestly and with integrity towards each client’s financial interest, composing a well-tailored Financial Plan, which is structured to protect and create my clients' health and wealth.I feel that my unique aspects that makes me different is how I perceive life and the traits I've learnt which is to attract the right types of people in my life. If you want to be a leader who attracts quality people, the key is to become a person of quality yourself. I believe an independent financial advisor is a professional practitioner who functions in a conflict-free environment. When designing the client’s portfolio, a financial planner should consider all of the thousands of investment alternatives and strategies available today. There are no artificial limitations on which investments they can use.When building a client’s portfolio, I weigh the merits of investment against another, recommending investments only because they will contribute to the success of the client’s investment strategy. When assessing a client’s portfolio’s performance, I use objective criteria to gauge the performance of each investment. An expert financial advisor can help track the progress of the client’s portfolio toward the financial goals they’ve set, and advise them when it is.My goal as a financial planner is simple, to enable individuals to sustain their current lifestyle when life happens. This is done through intensive calculations, implemented in a goal driven manner. I aim to inspire and encourage in an effort to make a difference. By means of personal experience I have formed a concerned and caring attitude, which motivates the implementation of my clients’ financial plans.I strive on building and sustaining long-lasting and healthy relationships with my clients. Good work ethics is a must in my practice and my eagerness and passion to assist you, is one of my great achievements.
Listed skills include Retirement Planning, Financial Planning, Investment Strategies, Investments, and 13 others.
Current workplace
Monica Van Rooyen's current company
Company context helps verify the profile and gives searchers a useful next step.
Pps Financial Planning
Employees
46
AeroLeads page
3 roles · 16 years
Monica Van Rooyen work experience
A career timeline built from the work history available for this profile.
Financial Advisor
My approach is to always act honestly with integrity toward each clients' financial interest, composing a well tailored Financial Plan which is structured to protect and create my clients' health and wealth.Specialize in: Life & Disability assurance, Risk Planning, Investment planning & savings, Healthcare planning, Pre retirement planning, Short Term.
Jan 2015 - Dec 2015
2010 - 2015
~5 yrs
2 education records
Monica Van Rooyen education
Diploma, Marketing Management
Institute Of Marketing Management (Imm Gsm)
Financial Planning
Psg
FAQ
Frequently asked questions about Monica Van Rooyen
Quick answers generated from the profile data available on this page.
What company does Monica Van Rooyen work for?
Monica Van Rooyen works for PPS Financial Planning.
What is Monica Van Rooyen's role at PPS Financial Planning?
Monica Van Rooyen is listed as Senior Financial Planner at PPS Financial Planning at PPS Financial Planning.
Where is Monica Van Rooyen based?
Monica Van Rooyen is based in City Of Johannesburg, Gauteng, South Africa while working with PPS Financial Planning.
What companies has Monica Van Rooyen worked for?
Monica Van Rooyen has worked for Pps Financial Planning, Attooh! Group Of Companies, and Liberty Life Insurance Company.
How can I contact Monica Van Rooyen?
You can use AeroLeads to view verified contact signals for Monica Van Rooyen at PPS Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Monica Van Rooyen attend?
Monica Van Rooyen holds Diploma, Marketing Management from Institute Of Marketing Management (Imm Gsm).
What skills is Monica Van Rooyen known for?
Monica Van Rooyen is listed with skills including Retirement Planning, Financial Planning, Investment Strategies, Investments, Wealth, Wealth Management, Retirement, and Finance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Monica Van Rooyen you were looking for.
View similar profiles
