Seeking a challenging and fast-paced role where I can leverage skills and experience to make a significant impact. Excited to contribute to an organization that values continuous learning and growth.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Old Mutual
08.2022 - 02.2024
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
Developed comprehensive financial plans for clients to achieve short-term and long-term goals
Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement
Teacher
Sehushe Commercial School
01.2021 - 05.2022
Junior Internal Auditor
Nexia SAB&T
2 2016 - 12.2019
Assisted in preparation of consolidation of financial statements, conducted inventories observation
Audited companies and assisted them in order to improve their management
Created monthly reports for records and completed chart audits
Participated in creation and development of Analytical Revision Program and Automation Audit Technique currently implemented in organization as part of its audit procedures
Develop internal audit scope and audit plans
Acquire, analyze and evaluate accounting documentation
Identify loopholes and share risk aversion methods and cost savings
Prepare and present reports that reflect audit results and document process.
Education
Post Graduate Certificate in Education and training in teaching -
Walter Sisulu University
Eastern Cape Mthatha
01.2020 - 05.2020
National Diploma in Internal Auditing -
Walter Sisulu University
Eastern Cape Mthatha
01.2011 - 05.2015
Matric -
Sehushe Commercial School
Eastern Cape Mthatha
01.2010 - 05.2010
Skills
Microsoft Excel
Personal Information
Date of Birth: 03/04/91
Gender: Male
Nationality: South African
Timeline
Financial Advisor
Old Mutual
08.2022 - 02.2024
Teacher
Sehushe Commercial School
01.2021 - 05.2022
Post Graduate Certificate in Education and training in teaching -
Walter Sisulu University
01.2020 - 05.2020
National Diploma in Internal Auditing -
Walter Sisulu University
01.2011 - 05.2015
Matric -
Sehushe Commercial School
01.2010 - 05.2010
Junior Internal Auditor
Nexia SAB&T
2 2016 - 12.2019
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