pas-insurance-specialists
PORTFOLIO ADMINISTRATION SERVICES (PTY) LTD
Authorised Financial Services Provider FSP 14292 • Co Reg Number 79/03166/07
Pebble Brook, Wryneck Avenue, Ridgeway Ext 3, Johannesburg 2091 • PO Box 39235, Booysens 2016
Tel: 086 111 1PAS / 086 111 1727 / 011 680 2482 • Fax: 086 672 9498 Email: info@pas.co.za
Disclaimer: Neither the publisher hereof nor your financial advisor can guarantees the accuracy of this website, which is provided for general information purposes only - no part of it constitutes
financial advicefor purposes of the Financial Advisory and Intermediary Services Act. You should discuss matters with your financial adviser before making any decision. Neither the
publisher nor your financial advisor accepts responsibility for any direct or indirect loss or damage you may suffer as a result of using or relying on any information on this website.
CAREERS
WITH PAS
marisa-groenewald
Marisa Groenewald CFP
®
Marisa Groenewald is a CERTIFIED FINANCIAL PLANNER® professional, joined the financial services industry as a tied agent in 2002. She has gained practical experience in the different distribution channels and in 2010 was appointed to the role of the Managing Director of a corporate healthcare brokerage. In 2013 she decided to go into private practice, specialising in healthcare and estate planning. Her background also includes lecturing mathematics at tertiary level and finance roles within the real estate industry. She has been awarded various top sales awards, academic and leadership achievements. She is a fully accredited Healthcare Broker with the Council of Medical Schemes and has successfully completed the required Regulatory Examinations for both Key Individual and Representatives. A detailed Intermediary disclosure will be provided as per FAIS requirement.
Professional Associations & Memberships:
FPI: Financial Planning Institute
IODSA: Institute of Directors of SA
PRAPA: Professional Risk Analysis Practitioner Association 

Other Services:
• General Financial Planning • Life Assurance
• Investment Planning • Retirement Planning • Employee Benefits
• Personal Short term Insurance • Commercial Short term Insurance
Qualifications:
• Advanced Postgraduate Diploma in Financial Planning
• Post Graduate Diploma in Financial Planning
• B.Com. Financial Management • Wealth Management
• National Certificate in Financial Services
Registered Financial Planner (NQF5)
Certificate Fields of Specialisation:

• Healthcare planning (corporate & individual) • Estate planning
• Financial Planning & Analysis, including Portfolio restructuring
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