Finance
Arno Muller
Financial Adviser
George
Summary
- My personality tested strong for wanting to have an impact and influence. This desire fuels me as an individual to want to not only do the work, but to do it to a degree of excellence and to build relationships with my clients seeking to find what is best for them and what will get them to their specific goals.
- I care deeply about quality and having everything structured and easily understandable.
- I believe the Financial industry is a very dynamic and scary place for most people and this causes them to become overwhelmed. I specialize in breaking things down into easily understandable processes and seek to educate my client and not just sell products.
- I am a dynamic Financial Adviser with a proven track record at RMFA Financial Services and Discovery Limited, specializing in risk management and strategic tax planning. Adept at enhancing investment strategies and driving sales through effective client prospecting. I am recognized for delivering timely financial analysis that supports executive decision-making and fosters strong client relationships.
Overview
4
4
years of professional experience
2
2
Languages
Work History
Financial Adviser
Attooh Consulting Services
10.2024 - Current
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Developed queries and performed analysis to optimize business intelligence.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Conducted in-depth market trend analysis to guide investment strategy, enhancing portfolio performance.
- Prepared detailed financial forecasts to support strategic planning and decision-making processes.
Professional Caddy (Occasionally)
Various Athletes
01.2023 - 11.2024
- Managed relationships between players and agents.
- Problem solving skills
- Assisted players in improving game play.
- Assisted golfers in improving their gameplay through strategic course navigation and shot recommendations.
- Maintained high standards of professionalism by adhering to company policies regarding punctuality, uniform appearance, and respectful interactions with golfers and staff.
Financial Adviser
RMFA Financial Services
07.2022 - 09.2024
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Enhanced financial decision-making by providing timely and accurate analysis of financial data to executive leadership.
- Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.
- Negotiated favorable terms with suppliers, achieving cost savings while maintaining supply chain efficiency.
- Implemented tax planning strategies to minimize liabilities while ensuring full compliance with local, state, and federal regulations.
General Manager
Work4aliving NPC
09.2021 - 06.2022
- Managed marketing and strategy of 48 W4AL Centres across Africa and South Africa.Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Managed budget implementations, employee evaluations, and contract details.
- Formulated policies and procedures to streamline operations.
Broker Consultant
Discovery Limited
01.2021 - 09.2021
- Managed and serviced 15 different Brokers. This required me to help them understand and know what products serves which function.
- Helped brokers to market themselves better and learn how to sell.
- Guided clients towards suitable investments based on their risk tolerance profile.
- Trained clients on investments and Insurance strategies.
- Resolved any disputes or discrepancies promptly between clients and counterparties.
Education
CFP - Financial Planning
Milpark School of Financial Services
Cape Town, South Africa 04.2001 -
Bachelor of Science - Science
Stellenbosch University
Stellenbosch, South Africa 04.2001 -
Skills
- Life Insurance Sales Acumen
- Client Prospecting
- Effective Team Collaboration
- Strategic Tax Planning
- Risk Management
- Sales-Driven Upselling
- Investment Strategy Development
- Strategic Asset Management
- Sales Proficiency
- Strategic Business Development
- Financial Service Expertise
Interests
Sport
Religion
Philosophy
Music
Outdoors
Golf, Tennis, Running, Cycling, Padel Tennis, Surfing, Sailing
I almost became a professional golfer after school. Unfortunately I got badly injured in a Kite-surfing accident and my dream as a professional sports man ended. I love sports and the outdoors and doing all these things with people.
I believe we are created to move and challenge ourselves not only mentally but also physically. I love the challenges of sport.
I take part in leagues for Tennis and Padel-tennis and still play competitive amateur golf.
Timeline
Financial Adviser
Attooh Consulting Services
10.2024 - Current
Professional Caddy (Occasionally)
Various Athletes
01.2023 - 11.2024
Financial Adviser
RMFA Financial Services
07.2022 - 09.2024
General Manager
Work4aliving NPC
09.2021 - 06.2022
Broker Consultant
Discovery Limited
01.2021 - 09.2021
CFP - Financial Planning
Milpark School of Financial Services
04.2001 -
Bachelor of Science - Science
Stellenbosch University
04.2001 -
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