Woodwork
Eugene Dippenaar
Financial Advisor/ Area Manager
Table view
Summary
With a strong foundation in financial services, operations management, and customer relations, I am confident in my ability to contribute effectively to your team.
In my current role as an Independent Financial Advisor at Quantum Wealth Consult, I have developed a keen understanding of client relationship management and financial strategy. I work closely with clients to analyze their financial situations, assess risks, and develop tailored plans to meet their goals. My previous roles at Standard Bank and Liberty Life equipped me with in-depth knowledge of banking operations, collections, and compliance with financial regulations.
Some highlights of my qualifications include:
Over 10 years of experience in financial services, including financial planning, risk management, and collections.
Proficiency in MS Office and other essential tools, with excellent organizational and communication skills.
A track record of effectively managing teams, operations, and achieving targets in high-pressure environments.
Additionally, my experience as a Site Manager at Ecowize and Production Manager at Cape Foods has sharpened my leadership abilities and my capacity to streamline processes and ensure operational excellence. I am drawn to the company’s reputation for innovation and dedication to operational efficiency and would welcome the opportunity to apply my skills to your esteemed organization.
Overview
20
20
years of professional experience
1998
1998
years of post-secondary education
2
2
Languages
Work History
Teacher
Shangdu Multiculture International Kindergarten
10.2023 - Current
- Giving classes for 5 different classes with up to 45 to 60 students (8 to 15 within in a class), with students ages from as young as 2.5 years old up to 7 years old
- Create a warm, safe and relaxed learning environment in the class
- Giving students the freedom to express themselves regarding current or past lessons learnt
- Creating of lesson plans in PPT format and creation of homework
- Running demo classes for new students
- Preparing special end-term lessons for parents to view the progress of the teaching program
- Worked alongside with Chinese colleagues for event planning and implementation, which also include special end-term lessons
Senior Financial Adviser
Quantum Wealth Consult (IFA)
08.2022 - Current
- Contacting clients and setting up meetings, for in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Areas of financial planning included the following aspects as well as companies: Liberty Life, Old Mutual, Momentum, Sanlam, PPS, Hollard, Discovery, 1 Life, Brightrock, Metropolitan, INN8, Stanlib, NinetyOne, Allan Gray, Alexander Forbes, BCI, Bestmed, Bonitas, Stratum, Zestlife
Site Manager
Ecowize
11.2021 - 06.2022
- Oversee all functions that may be required for getting the client’s plant within a micro bacterially food safe environment, as well as the general condition of the production area and also ensuring all equipment requiring repairs to be communicated to client’s maintenance department
- Ability to keep accurate records
- Adherence to food safety regulations such as CCP monitoring
- Follow good hygiene practices to avoid cross contamination risk and prevention of bacterial risks, such as listeria and salmonella within factory
- TYPICAL TASKS: Flowchart planning and allocation of staff within departments, Plan labour requirements according to client’s production schedules, Housekeeping in immediate work area as well as all other areas within and outside the factory, To be present on the within the plant majority of the shift, to oversee staff and Provide support and instruction to Supervisors, team leaders, Hygiene operators/General Workers alike as required, Inform Operations Manager/Production management or maintenance of any problems in the factory during the shift, Complete all relevant documentation at the end of the shift, Ensure that all calculations and figures on the above documentation are correct and sign it off, Motivate and coach Supervisors and team leader’s, Address personnel matters, Management of Supervisors, team leader’s and Hygiene operators, Conduct inspections – ensure site cleaned as per food safety specifications, Follow correct Standard Operating Procedure (SOP), Ensure correct Cleaning-Out-Of-Place (COP), Issue Cleaning Program documents weekly to the Supervisors, Issue Daily Hygiene Cleaning checklist to the Supervisors, Internal audit, Hygiene and housekeeping audit, Ensure that employees wear the prescribed protective clothing at all times, General and other duties may be assigned by senior management
Production Manager Contract
Cape Foods
04.2020 - 12.2020
- Oversee all functions that may be required on the packaging lines, as well as the general condition of the production area
- Ability to keep accurate records
- Adherence to food safety regulations such as CCP monitoring
- Follow good hygiene practices (GMP’s) and allergen control
- TYPICAL TASKS: Production planning and allocation of lines, Plan labour requirements according to production schedules, Housekeeping in immediate work area as well as all other areas within and outside the factory, To be present on the floor at all times, Provide support and instruction to Supervisors, QC staff, Fillers / Packers and General Workers alike as required, Inform Operations Manager of any problems on the line during production, Complete all relevant documentation at the end of the shift, Ensure that all calculations and figures on the above documentation are correct and sign it off, Drive productivity, Motivate and coach Supervisors and QC’s, Address personnel matters, Management of Supervisors and QC’s, Apply quality assurance to the process and ensure integrity of the product, Control inputs and outputs of the manufacturing and / or production process, Ensure Good Manufacturing Practices (GMP) are in place, Conduct inspections – ensure correct use of equipment, Follow correct Standard Operating Procedure (SOP), Ensure correct Cleaning-Out-Of-Place (COP), Issue Cleaning Program documents weekly to the Supervisors, Issue Start-up and Shut-down checklists daily to the Supervisors, Issue Daily Hygiene Cleaning checklist to the Supervisors, Internal audit, Hygiene and housekeeping audit, Ensure that employees wear the prescribed protective clothing at all times, General and other duties may be assigned by senior management
Tefl/Tesol English Teacher
Mamalook
06.2019 - 02.2020
- Duties: Lesson planning, classroom Management, monthly feedback to parents via test papers, follow up lessons with students who are behind, promotions and marketing at all events held at and for the training center, attendance of teacher’s meetings and training
Senior Financial Adviser
Standard Bank South Africa (SBFC)
09.2015 - 03.2019
- Contacting banks clients and setting up meetings, for in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Areas of financial planning included the following: Life insurance, Disability and income protection, Retrenchment protection, Dread disease cover, Retirement planning, Investment planning, Education planning and risk cover, Unit trusts and collective investment schemes, Offshore Investments, Estate Planning
Financial Adviser
Liberty Life (Standard Bank Group)
06.2012 - 09.2015
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Completing risk analyses
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Promoting and selling financial products to meet given or negotiated sales targets
- Keeping up to date with financial products and legislation
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Areas of financial planning included the following: Life insurance, Disability and income protection, Retrenchment protection, Dread disease cover, Retirement planning, Investment planning, Education planning and risk cover, Unit trusts and collective investment schemes, Medical aid and Rewards program for cheaper gym, flights, shopping etc
Finance & Business Administrator Manager
Spring Global Mail / TNT Express Worldwide
10.2006 - 04.2012
- Prepare job-related information and job reconciliations
- Update of monthly budget and forecast
- Credit Management - follow up on outstanding debtors
- Manage work in progress on Johannesburg based clients (from the Cape Town based office)
- Reconciling and recording petty cash
- Managing expense claims and sign off by proxy
- Reconciling supplier purchase orders/invoices
- Assist with sourcing various quotes and preparation of final cost estimates for suppliers
- Invoicing of customer orders
- Assist operations section when necessary
- Handling various service related and customer queries
- Office IT – setting up of email outlook, querying system errors, change server settings when needed, uploading programs to new PCs
- Opening and closing of office
- Typing of documents and correspondence
- Travel between branches to finalise month end budget
- Reason for leaving: Closure of division
Sales representative
Ragz Promotions
04.2005 - 10.2006
- Sales
- Implementing brand awareness
- Collection of stock
- Packing and delivering of client orders
- Reason for leaving: Small family business left little room for growth
Education
Matric - English First Language, Afrikaans Second Language, Mathematics, Physical Science, Geography, Technical Drawing
Lyttelton Manor High School
Higher Certificate - undefined
Wealth Management NQF5
Skills
Excellent communication skills
Group instruction
Behavior management
Critical thinking
Team building
Relationship building
Team leadership
Site inspection and management
Site safety
Problem-solving
Project management
Site management
Personal Information
- ID Number: 8007065051085
- Date of Birth: 07/06/80
- Gender: Male
- Nationality: South African
- Driving License: Yes code 08
Interests
Hiking
Cooking
Exploring
Hiking and exploring new places
Additional Skills & Interests
Technical Proficiency: Knowledgeable in various computer software and hardware.
Hands-On Projects: Enjoy working on diverse projects, including renovations, woodwork, and mechanical modifications.
Design Enthusiast: Strong interest in design across various disciplines.
Outdoor Activities: Passionate about hiking and exploring new places.
Timeline
Teacher
Shangdu Multiculture International Kindergarten
10.2023 - Current
Senior Financial Adviser
Quantum Wealth Consult (IFA)
08.2022 - Current
Site Manager
Ecowize
11.2021 - 06.2022
Production Manager Contract
Cape Foods
04.2020 - 12.2020
Tefl/Tesol English Teacher
Mamalook
06.2019 - 02.2020
Senior Financial Adviser
Standard Bank South Africa (SBFC)
09.2015 - 03.2019
Financial Adviser
Liberty Life (Standard Bank Group)
06.2012 - 09.2015
Finance & Business Administrator Manager
Spring Global Mail / TNT Express Worldwide
10.2006 - 04.2012
Sales representative
Ragz Promotions
04.2005 - 10.2006
Higher Certificate - undefined
Wealth Management NQF5
Matric - English First Language, Afrikaans Second Language, Mathematics, Physical Science, Geography, Technical Drawing
Lyttelton Manor High School
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