Willie du Plessis Financial Services cc short term insurance is headed up by Charne Leach who has a NQF Level 5 National Certificate in Wealth Management. She can assist you with all your Household and Car Insurance, Business Insurance as well as Professional Indemnity and Liability Insurance.
Why not give her a call and give Charne an opportunity to quote and possibly save you on premiums?
Contact Charne on 043 555 0950 or 043 748 2500 for an appointment to chat about your personal and business insurance.
Cindy has been in the financial services industry since 1993 and has gained immeasurable experience where she was employed with various national financial services companies and local advisers with administration duties.
She has been with our practice since 2019 as Willie du Plessis personal assistant.
Short Term Admin and Claims Assistant
I’m an Insurance Administrator.
I’m responsible for all Claims and Administration, within the Short-Term Insurance Department,at Willie Du Plessis Financial Services cc.
With a career in insurance since 2014, I have built extensive experience in the industry and developed a genuine passion for helping people protecting what they love most. Before entering the insurance industry, I worked in real estate, where I gained valuable experience in working closely with clients and understanding their individual needs.
I truly enjoy working with people and take pride in providing excellent, personalised service. Building strong relationships, being reliable and going the extra mile are values that are important to me.
Marguerite has been in the financial services since 1991. She has always been on the administration side and became a Regional Administration Manager for a well known national assurance company before becoming a Member of Willie du Plessis Financial Services in 2009. She has a industry related Cerificate of Proficiency, Life Intermediaries Certificate, RE1 and RE5 Regulatory Certificates. She is our practice manager including our in-house compliance monitor. Moonstone Compliance are our compliance officers.
We assist our clients with Financial Planning that suit their needs and affordability. We advise on the following: