AUDREY NONSINDISO DONCABE
Port Shepstone
Summary
Dynamic Financial Planner with extensive experience at STANDARD BANK, specializing in comprehensive financial strategies and risk assessment. Proven track record in enhancing client portfolios through tailored investment planning and effective communication. Adept at financial analysis and fostering strong client relationships, ensuring alignment with their financial goals. Skilled in budget management, investment strategy development, and financial forecasting. Excel at communication, problem-solving, and adaptability, ensuring smooth collaboration with clients to achieve financial goals.
Overview
9
9
years of professional experience
Work History
Financial Planner
STANDARD BANK
PORT SHEPSTONE
03.2022 - Current
- Developed comprehensive financial plans for diverse client portfolios.
- Analyzed clients' financial situations to identify improvement areas.
- Educated clients on investment strategies and risk management techniques.
- Prepared detailed reports outlining clients' financial positions and suggestions.
- Facilitated regular client meetings to review financial goals and progress.
- Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
- Developed retirement strategies tailored to each individual client's needs and objectives.
Financial Advisor
OLD MUTUAL PFA
PORT SHEPSTONE
01.2021 - 02.2022
- Analyzed financial data to provide informed recommendations to clients.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Conducted in-depth market research to identify investment opportunities.
- Facilitated workshops on financial literacy and investment strategies.
Financial Advisor
OLD MUTUAL GROUP SCHEME
PORT SHEPSTONE
01.2017 - 10.2020
- Developed personalized financial plans for diverse client portfolios.
- Managed client relationships through regular check-ins and updates.
- Advised clients on investment strategies and financial planning options.
Education
ADVANCED DIPLOMA IN BUSINESS MANAGEMENT NQF7 (Doing last module) - Business Management
MANCOSA
DURBAN12-2025
Diploma NQF6 - CORRECTIONS MANAGEMENT (LAW)
UNISA
DURBAN05-2024
RE5 (REGULATORY EXAM FIRST LEVEL) - FAIS
MOONSTONE
DURBAN03-2019
GRADE 12 - Physical Sciences
NOMBUSO HIGH SCHOOL
MARGATE12-2008
Skills
- Financial analysis
- Estate planning
- Financial goal planning
- Financial budgeting
- Investment planning
- Investment strategies
Languages
English
First Language
isiZulu
Proficient (C2)
C2
References
References available upon request.
Timeline
Financial Planner
STANDARD BANK
03.2022 - Current
Financial Advisor
OLD MUTUAL PFA
01.2021 - 02.2022
Financial Advisor
OLD MUTUAL GROUP SCHEME
01.2017 - 10.2020
ADVANCED DIPLOMA IN BUSINESS MANAGEMENT NQF7 (Doing last module) - Business Management
MANCOSA
Diploma NQF6 - CORRECTIONS MANAGEMENT (LAW)
UNISA
RE5 (REGULATORY EXAM FIRST LEVEL) - FAIS
MOONSTONE
GRADE 12 - Physical Sciences
NOMBUSO HIGH SCHOOL
Similar Profiles
Adiel Mogamat DoveAdiel Mogamat Dove
Business Development Officer BDO at Standard BankBusiness Development Officer BDO at Standard Bank
Xola DlaminiXola Dlamini
Software Engineering Intern at Standard BankSoftware Engineering Intern at Standard Bank
MALEBO TSHEGOFATSO MOLEBATSIMALEBO TSHEGOFATSO MOLEBATSI
Head: Product Economics at Standard BankHead: Product Economics at Standard Bank
Mathapelo Mpho MfoloMathapelo Mpho Mfolo
Consultant International payments and Trade at STANDARD BANKConsultant International payments and Trade at STANDARD BANK
Lucinda CurtisLucinda Curtis
Finance Manager at HIBISCUS PRIVATE HOSPITALFinance Manager at HIBISCUS PRIVATE HOSPITAL