Summary
Overview
Work History
Education
Skills
Timeline
Generic
Leon Swanepoel

Leon Swanepoel

Financial Planner And Advisor
Vereeniging

Summary

Dynamic professional with a friendly, positive attitude and strong communication skills

As a Financial Planner at ABSA, I empowered clients through tailored financial strategies and risk assessments, fostering collaboration and achieving profit objectives.

I did risk planning, investments, wills/estate planning and life insurance as a Qualified Financial Planner/ Advisor

Proficient in computer skills and dedicated to exceptional customer service.

Overview

19
19
years of professional experience

Work History

Sales and Insurance

Midvaal Motors
09.2016 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.

Financial Planner/ Advisor

ABSA
06.2006 - 09.2014
  • Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
  • Coached and advised clients in business plans and processes to achieve profit objectives.

Education

GED -

SAMS
Voortrekkerhoogte , PTA

GED -

Milpark Business School
Johannesburg, South Africa
02-2010

Skills

Friendly, positive attitude

Teamwork and collaboration

Computer skills

Customer service

Timeline

Sales and Insurance

Midvaal Motors
09.2016 - Current

Financial Planner/ Advisor

ABSA
06.2006 - 09.2014

GED -

SAMS

GED -

Milpark Business School

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Leon SwanepoelFinancial Planner And Advisor