About Us

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PENELOPE DU PLESSIS – Fiduciary Practitioner of South Africa ®

Having been employed by leading Trust companies such as First National Trust, Fairheads International Trust Company, BoE Trust and Sentinel International Advisory, and worked her way up over 24 years whilst being mentored by leaders in this field, Penelope du Plessis 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.

For Penelope, the birth of Phoenix Advisory and Trust Management was the next logical step and we are proud to announce that Phoenix commenced business in 2014. She is also a member of the Fiduciary Institute of South Africa, and adheres to its Code of Conduct.

 

BIANCA BRITS – Bcom. Hons (cum laude)

Bianca joined Phoenix Advisory as a trainee trust officer in January 2015. She was previously employed by KPMG, one of the world’s leading providers of audit, tax and advisory services. She graduated from the North West University where she obtained an Honours degree in BCom Industrial Psychology (cum laude). Bianca is registered as a Psychometrist – independent practice, with the Health Professions Council of South Africa. She is also a member of the Fiduciary Institute of Southern Africa, and adheres to its Code of Conduct.

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