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Chris Du Plessis

Chris Du Plessis

Financial Advisor

Followers of Chris Du Plessis85 followers
location of Chris Du PlessisKwaZulu-Natal, South Africa

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  • Timeline

  • About me

    I create financial plans tailored to your goals, providing guidance to build, protect, and grow your future. My focus is on your needs, making a meaningful difference in your journey toward lasting security and success.

  • Education

    • Kuswag School

      -
      Matric

    • University of the Free State

      2023 - 2023
      Postgraduate Diploma Financial Planning (CFP) NQF 8

      Post Graduate Diploma in Financial Planning (CFP)

    • Milpark Education - School of Financial Planning and Insurance

      2022 - 2024
      Higher Certificate in Financial Planning Financial Planning and Services

      I am currently studying towards:Higher Certificate in Financial Planning

    • University of KwaZulu-Natal

      2012 - 2013
      Bachelor of Arts (BA) Honours degree Drama & Performance studies NQF 8

    • University of KwaZulu-Natal

      2010 - 2012
      Bachelor of Arts (BA) Drama & Performance studies and Music NQF 7

  • Experience

    • Old Mutual South Africa

      Aug 2019 - Dec 2023
      Financial Advisor

      - Esate Planning- Life, Disability, Severe Illness, and Funeral Insurance- Retirement Planning- Retirement Annuity- Pension Preservation - Investments- Savings - Financial Planning - Budgeting- Wills - Business Insurance - Short term insurance

    • Charles Merrington Executive Financial Services Pty (Ltd)

      Jan 2024 - now
      Financial Planner

      - Esate Planning- Life, Disability, Severe Illness, and Funeral Insurance- Retirement Planning- Retirement Annuity- Pension Preservation - Investments- Savings - Financial Planning - Budgeting- Wills - Business Insurance - Short term insurance

  • Licenses & Certifications

    • Class of Business Investments

      Milpark School of Financial Services
      Nov 2019

    • Class of Business Short-term Insurance(Personal Lines)

      Milpark School of Financial Services
      Sept 2020

    • Class of Business Short-term Insurance (Commercial Lines)

      Milpark School of Financial Services
      Feb 2023

    • Class of Business Long-term Insurance

      Milpark School of Financial Services
      Sept 2020

    • Regulatory Examination Certificate (RE5)

      Moonstone Business School of Excellence
      Oct 2021