D P I Financial Services

About Us

DPI FINANCIAL SERVICES cc was established in 2002 by Phillip Israelsohn who has been operating as a financial advisor since 1989. We are a licensed financial services provider with the Financial Services Board.

We operate from Norwood in the North-Eastern suburbs of Johannesburg, where Phillip is ably assisted by his administrative support staff.

DPI is an independent financial services provider and is not affiliated to any one company. Our company offers a wide range of financial services, focusing on
the achievement of financial goals and financial independence. This is achieved through regular assessment and guidance during long-term client relationships. We also make use of the latest technology, in order to assist us in the financial planning process.

DPI is a member of the Masthead Financial Advisors Association, which provide us with updated Practice Management Services and assist with regular compliance reviews in terms of the FAIS legislation. We also hold Professional Indemnity Insurance with Santam.

Phillip Israelsohn, the member of our Closed Corporation is a dedicated professional with a high sense of integrity. He has a B. Com Degree from Wits University and a Post-Graduate Diploma in Financial Planning from the University of the Free State. Phillip is a Certified Financial Planner and is a registered
member of the South African Financial Planning Institute. (FPI)