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
Phoenix Advisory And Trust Management (Pty) Ltd
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Trust OfficerPhoenix Advisory And Trust Management (Pty) Ltd
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Managing DirectorUberrima Pheonix (Pty) Ltd Mar 2016 - PresentRuimsigWe are a trust company specialising in Court Order Trusts
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Trust OfficerSentinel International Advisory Services Jan 2009 - Jul 2014
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Trust OfficerBoe Trust Limited Feb 2002 - Dec 2008
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Trust OfficerFairheads Benefit Services Jan 1995 - Sep 2002Cape Town -
Trainee Trust OfficerFirst National Bank & Trust Jan 1990 - Dec 1995Cape Town
Penelope Du Plessis Skills
Penelope Du Plessis Education Details
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Nedbank Leadership And Development Programme -
Simons Town High School
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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Penelope du plessis
Cape Town -
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