
Aspiring Financial Adviser with a strong customer-focused background and a growing foundation in financial planning and advisory services. Highly motivated and results-driven, with proven ability to build trust, understand client needs, and deliver tailored, fit-for-purpose solutions. Demonstrates strong consultative selling, communication, and relationship-building skills, supported by solid financial acumen and regulatory awareness (FAIS – foundational knowledge). Known for professionalism, accountability, and an entrepreneurial mindset, with a passion for helping clients achieve their long-term financial goals
Applied consultative selling techniques to identify customer needs and recommend suitable product upgrades.