Summary
Overview
Work History
Education
Skills
Timeline
Generic
Kuylan Moodley

Kuylan Moodley

Financial Advisor
Johannesburg

Summary

My mission as a financial advisor was to empower individuals and families to lead financially secure and fulfilling lives. I believe that true wealth goes beyond monetary assets; it encompasses peace of mind, freedom to pursue one's passions, and the ability to make a meaningful impact on future generations. All of which I provided my clients with. My ultimate passion lies within the investment field, which I've nurtured through acquiring and managing over R15 million worth of assets within 2 years at Old Mutual Wealth and PFA. This has given me valuable insight into client interaction accompanied by product and category knowledge. I am currently completing my Bcom degree in Investment management via Milpark Business School (fully remote learning).

Overview

3
3
years of professional experience

Work History

Financial Advisor

Old Mutual PFA
08.2023 - 03.2025
  • Conducted comprehensive market analysis to identify new opportunities and potential areas of growth
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Developed and maintained a comprehensive database of customers and contacts to facilitate customer outreach and engagement
  • Provided timely and accurate advice to customers that enabled them to make informed decisions
  • Provided tailored advice to clients that resulted in an average portfolio return of around 12% over the past year (average among clients as they're all in different funds according to risk tolerance)
  • Wrote comprehensive reports that detailed customer needs and provided actionable insights to senior management (assisted in client retention after a hostile exit of an advisor

Administrative Assistant

DD Advisory
01.2022 - 01.2023
  • Assisted with administrative tasks for a small consulting company

Education

Matric exemption -

Reddam House waterfall
01.2019 - 12 2019

Bcom - Investment Management

Milpark Business School
01.2023 - 1 2027

Class of Business - Investments

Milpark Business School
01.2024 - 12 2024

Class of Business - Long term Insurance

Milpark Business School
01.2024 - 12 2024

Skills

Adaptability

Ability to Multitask

Ability to Work Under Pressure

Microsoft Office

Relationship Building

Communication Skills

Analytics

Process improvement

Equity research

Investment portfolio management

Timeline

Class of Business - Investments

Milpark Business School
01.2024 - 12 2024

Class of Business - Long term Insurance

Milpark Business School
01.2024 - 12 2024

Financial Advisor

Old Mutual PFA
08.2023 - 03.2025

Bcom - Investment Management

Milpark Business School
01.2023 - 1 2027

Administrative Assistant

DD Advisory
01.2022 - 01.2023

Matric exemption -

Reddam House waterfall
01.2019 - 12 2019
Kuylan MoodleyFinancial Advisor