Buhle Shumane
Financial Advisor
6346 Restom Avenue, Extension 6, Butterworth
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
8
8
years of post-secondary education
2
2
Languages
Work History
Financial Advisor
Old Mutual (PFA)
Butterworth
09.2020 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Finance Intern
Department of Public Works
East London
08.2018 - 07.2020
- Assisted with account reviews and preparation for account reviews.
- Verified financial journals for clarity and completion under supervisor direction.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Drafted financial reports to support comprehensive investigations.
Education
Bachelor of Commerce (Genaral) - Financial Management And Marketing
Walter Sisulu University (NMD Campus)
Mthatha, South Africa 02.2008 - 11.2015
Skills
Financial planning
Accomplishments
• RE 5: Representatives
• Qualification aligned with FAIS and FSCA requirements (FAIS Complaint)
• LOGIS Certificate
• Drivers License Code 10 (C1)
Additional Information
References
1. Mr. S. Yekela (Old Mutual PFA Sales Manager)
083 711 5531 / 081 4110711
2. Mrs. S. Mzomba (Public Works Supervisor)
073 241 6145
3. Mrs. CPF. Shumane (Parent)
073 190 7548
Timeline
Financial Advisor
Old Mutual (PFA)
09.2020 - Current
Finance Intern
Department of Public Works
08.2018 - 07.2020
Bachelor of Commerce (Genaral) - Financial Management And Marketing
Walter Sisulu University (NMD Campus)
02.2008 - 11.2015
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