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 profession.
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 as well as 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.
