Penelope Du Plessis

Penelope Du Plessis Email and Phone Number

Managing Director at Uberrima Phoenix (Pty) Ltd @
Penelope Du Plessis's Location
City of Johannesburg, Gauteng, South Africa, South Africa
About Penelope Du Plessis

Having been employed by leading Trust companies such as First National Trust, Fairheads International Trust Company, BoE Trust and Sentinel International Advisory, and worked my way up over 24 years whilst being mentored by leaders in this field, I gained a wealth of knowledge and experience in trusteeship and administering Inter Vivos Trusts, Testamentary Trusts, Section 37c Benefit Trusts, and Trusts created by Court Order. The birth of Phoenix Advisory and Trust Management was the next logical step and I am proud to announce that Phoenix commenced business in 2014. In 2016 Phoenix Advisory Services merged with Uberrima Trust Company - and we are now known as Uberrima Phoenix (Pty) Ltd. At the end of 2018 we had 560 trusts under administration I am a member of the Fiduciary Institute of South Africa, and adheres to its Code of Conduct.I

Penelope Du Plessis's Current Company Details
Phoenix Advisory and Trust Management (Pty) Ltd

Phoenix Advisory And Trust Management (Pty) Ltd

Managing Director at Uberrima Phoenix (Pty) Ltd
Penelope Du Plessis Work Experience Details
  • Phoenix Advisory And Trust Management (Pty) Ltd
    Trust Officer
    Phoenix Advisory And Trust Management (Pty) Ltd
  • Uberrima Pheonix (Pty) Ltd
    Managing Director
    Uberrima Pheonix (Pty) Ltd Mar 2016 - Present
    Ruimsig
    We are a trust company specialising in Court Order Trusts
  • Sentinel International Advisory Services
    Trust Officer
    Sentinel International Advisory Services Jan 2009 - Jul 2014
  • Boe Trust Limited
    Trust Officer
    Boe Trust Limited Feb 2002 - Dec 2008
  • Fairheads Benefit Services
    Trust Officer
    Fairheads Benefit Services Jan 1995 - Sep 2002
    Cape Town
  • First National Bank & Trust
    Trainee Trust Officer
    First National Bank & Trust Jan 1990 - Dec 1995
    Cape Town

Penelope Du Plessis Skills

Management Investments Financial Analysis Banking Microsoft Office Retirement Planning Wealth Management Trusts Estate Planning Securities Financial Advisory Wealth High Net Worth Individuals

Penelope Du Plessis Education Details

Frequently Asked Questions about Penelope Du Plessis

What company does Penelope Du Plessis work for?

Penelope Du Plessis works for Phoenix Advisory And Trust Management (Pty) Ltd

What is Penelope Du Plessis's role at the current company?

Penelope Du Plessis's current role is Managing Director at Uberrima Phoenix (Pty) Ltd.

What schools did Penelope Du Plessis attend?

Penelope Du Plessis attended Gordon Institute Of Business Science, Simons Town High School.

What skills is Penelope Du Plessis known for?

Penelope Du Plessis has skills like Management, Investments, Financial Analysis, Banking, Microsoft Office, Retirement Planning, Wealth Management, Trusts, Estate Planning, Securities, Financial Advisory, Wealth.

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