I am financial services professional with over 20 years experience in various roles ranging from banking telling, administrative, private banking, financial broker assistant, wealth management, investment and asset management to client relationship management.
I hold a B Com in Economics. I have written and passed the South African regulatory examinations from Moonstone and the Financial Planning Institute.
I am seeking to move and grow into senior management and leadership roles as well as to gain exposure and experience to enhance my career in the financial services industry,
UNISA - B Com Economics
Financial Planning Institute - Financial Advisor Professional Competency Exam
Moonstone - RE1 - Key Individual Certificate
Moonstone - RE5 - Representative Certificate
Dale Carnegie - Communication and Leadership Skills
Problem solving skills
critical thinking skills
Flexibility and versatility
Communication skills
Teamwork and collaboration
Emotional intelligence
Creativity and innovation
responsibility
Client Relationship Manager - Platinum Portfolios Pty Ltd from June 2014 to July 2023 . This involved opening investment accounts and servicing the clients, writing investment proposals and recommendations and preparing the regular reports of the investment portfolios.
LSG Integrated Financial Services - July 2011 to May 2014
JNF Investment Services - February 2010 to July 2011
I love reading and listening to podcasts.
I absolutely love hiking. Taking a walk in nature keeps me sane and I never come back the same from a walk.
I also swim and play squash, that is the form of exercise that I enjoy. It keeps me in shape and active.
Spending time with family and friends keeps me grounded and connected.
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