Qualifications & Education
SAIFM Courses
Qualification Ethics, Introduction to Financial Markets, Equities, Derivatives
Proposed Period 2015
Moonstone
Qualification Regulatory Examination 5
Proposed Period 2015
CFA Institute
Qualification CFA Level 1 Candidate
Scheduled to write 14 December 2015
Moonstone
Qualification RE 1
Period January 2015
SAIFM Courses
Qualification JSE Traders Exam
Period November 2013
POSTGRADUATE
Institution Rhodes University
Period 2011
Qualification Postgraduate Diploma in Taxation
Subjects Income Taxation 2, Research Methodology, Advanced Taxation
UNDERGRADUATE
Institution Rhodes University
Period 2007 – 2010
Qualification Bachelor of Commerce (BComm) Subjects Accounting
Income tax, Management Accounting & Finance
SECONDARY EDUCATION (SACS)
School South African College High School(SACS), Newlands,
Cape Town Qualification Senior certificate Period 2004-2006
Subjects English, Afrikaans, Accounting, Maths, Geography, Science
Career Summary
V&A Waterfront
Period July 2013 – Current
Equity Trader & Research Analyst
Tasks :GTC Derivatives
Execute Equity, CFD, Future & FX trading orders effectively within acceptable risk parameters on behalf of clients.
Effectively provide factual information about the products offered to clients via the trading platform.
Assist clients in the account opening process
Teach clients on how to use the Saxo trading system and how to setup their screens.
Sell the concept of the Saxo trading system to the inquiring client.
Provide support to all clients
Develop & maintain the trading client base
Assist with maintaining and keeping up to date with client records in line with the FICA requirements of the FSB.
Currently busy with the development and research (Via Bloomberg) of investment products
Company Valuations (Relative Fundamental Analysis)
Working on Zephyr Style Advisor to produce fund fact sheets.
Assisting the Portfolio Manager with portfolio construction, research, portfolio rebalancing via IRESS Portfolio Manager.
Tasks:GTC Securities
Buying and selling of shares via the Hermes Trading System for Local Asset Managers.
Placing bookovers, late trades.
Conducting research for new investment products
Institution Netto Invest (Pinelands)
Period February 2012 – July 2013
Position Central Services Administrator
Tasks
Submitting applications
Updating client Portfolios
Updating client financial models
Following up with companies regarding applications.
Taking clients through workshops
Liaising with clients
Running quote packages for risk applications.
Institution Rhodes University (Grahamstown, Eastern Cape)
Period 21 February 2011- 6 October 2011
Position Taxation Tutor
Tasks
Presenting taxation to third year students
Marking test scripts
Dealing Queries
Institution OMD Media (Bryanston, Gauteng)
Period 30 June 2010 – 30 July 201
Tasks
Data Capture
Reviewing Tax Returns
Languages
Proficient speaking, writing and reading in English
Can understand, speak, read and write
