i
ivanduplessis26

Ivan du Plessis

@ivanduplessis26

Reconciliation Data processing Spreadsheets Data Cleanup

South Africa
English
About me
I am self-disciplined and responsible, with a passion for people. With extensive experience across multiple industries, I’ve learnt to enhance my skills for each new environment. One of my strengths is “winning others over”; I can easily engage and interact with others and understand the importance of developing strong and clear channels of communication in the business environment. Belief is a core value for me, both in my personal life and at work. It expresses itself through my work ethic, when meeting deadlines and making decisions. I’m a person of integrity and someone others can rely on.... Read more

Skills

i
ivanduplessis26
Ivan du Plessis
Offline • 
Average response time: 1 hour

See my services

Bookkeeping
I will do supplier and bank account reconciliation in excel
From$25 / projectMore details
Formulas & Macros
I will build a custom excel spreadsheet tracker or dashboard
From$15 / projectMore details

Work experience

Liberty_Group South Africa

Financial Adviser

Liberty Group South Africa • Self-employed

Jul 2025 - Present • 1 yr 3 mos

Providing Financial Advisory services to clients in the Long-Term Insurance Industry. This includes Financial Planning Services on the following:  Wealth Management  Investment Management  Retirement Planning  Estate Planning  Risk Financial Planning (Life insurance, Disability, Impairment, Critical Illness, Income Protection, etc.) Active duties also include; Approaching viable prospects, generate leads, establish a growing network, and build a substantial client base