Alexander Christopher (Sandy) Van Breda
Assurance Broker. Financial Planner
Cape Town,WC
Summary
Dynamic Assurance Broker and Financial Planner at Aries Financial Services, recognized for integrity and exceptional relationship management. Cultivated client loyalty through tailored Assurance and Investment strategies and proactive communication. Expertise in portfolio management and compliance, enhancing client trust and expanding the client base through ethical practices and outstanding customer service.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Successful Financial Planner/Assurance Broker with over 30 years of experience working in the Financial Services Industry with expertise in Assurance,Investments and Financial Planning. Proven strengths in adapting to changing markets and developing personalized portfolios to meet clients needs. Friendly personality complements addressing clients needs and achieve financial goals.
Gifted in building client relationships and providing good honest advice.
Overview
30
30
years of professional experience
1
1
Language
Work History
Assurance Broker. Financial Planner.
Aries Financial Services
Cape Town, Western Cape
03.2014 - Current
- Please see below.
Business Owner. Assurance Broker.Financial Planner
Aries Financial Services
Cape Town, Western Cape
01.1996 - 02.2014
- Developed strong relationships with clients, earning their trust and loyalty through consistent good honest advice, communication and portfolio updates.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Conducted research to meet clients needs, update portfolios, answer questions and handle issues using multiple systems and resources.
- Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
- Educated clients on various Assurance and Investment options, empowering them to make informed decisions about their financial futures.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Cultivated a wide network of professional contacts, increasing referral business and expanding client base over time.
- Reinforced ethical trading practices, ensuring all brokerage activities complied with legal standards and best practices.
- Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
- Networked to identify potential new clients and expand geographic territories.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Advised clients on investments, retirement and estate planning.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
- Secured client loyalty and referrals, offering customized Assurance and Investment advice tailored to individual financial needs and goals.
Education
No Degree - School
Rondebosch Boys High
Cape Town, South Africa 04.2001 -
Skills
Financial planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assurance Broker. Financial Planner.
Aries Financial Services
03.2014 - Current
No Degree - School
Rondebosch Boys High
04.2001 -
Business Owner. Assurance Broker.Financial Planner
Aries Financial Services
01.1996 - 02.2014