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).
Adaptability
Ability to Multitask
Ability to Work Under Pressure
Microsoft Office
Relationship Building
Communication Skills
Analytics
Process improvement
Equity research
Investment portfolio management