Palesa Dube, CFP® – 2022 Financial Planner of the Year Winner
Palesa achieved a significant career milestone when she was awarded The Financial Planning Institute of Southern Africa’s Financial Planner of the Year Award for 2022, a prestigious recognition of her unwavering dedication and exceptional expertise in the financial planning sector.
With a remarkable 19-year journey in the finance industry, she is a seasoned CERTIFIED FINANCIAL PLANNER® dedicated to helping individuals achieve their financial goals and create a lasting legacy. Her extensive background includes invaluable experience at renowned institutions such as Citadel and Absa Wealth, where she advised a diverse clientele ranging from professionals, retirees, high net worth individuals and corporate clients.
Palesa’s areas of expertise encompass investment and retirement planning, estate and legacy planning, risk management, employee benefits and business succession planning. With a genuine belief that comprehensive financial planning should be accessible to all, she is committed to making wealth management a mainstream practice that benefits society at large.
Palesa’s academic prowess is reflected in her qualifications, including a BCom degree in Investment Management from the University of Johannesburg, a Post Graduate Diploma in Financial Planning, and an Advanced Diploma in Estate and Trust Administration from the University of the Free State. She is a dedicated member of the Financial Planning Institute of Southern Africa , actively contributing to its Diversity and Inclusion subcommittee.
Having taken the entrepreneurial leap five years ago, she now stands on a solid foundation of achievements as she enters a new phase in her career, founding Centillion Wealth Advisory. She remains committed to her passion for empowering her community, clients and their loved ones. Her steadfast commitment assures a promising and impactful future within the financial industry.