Lindani Mnguni
FINANCIAL PLANNER
Durban,KZN
Summary
I am in the financial advisory industry with more than 15 years’ work experience. Having started my career at Sanlam life as a Financial advisor and worked up my way to management. Various management positions were held at Sanlam including a Business developer and a Vesting Specialist. Then in 2015 I moved to Absa Bank as a Regional
Manager working closely with Financial Planners in the Retail Bank.
Later on in 2019 I joined Standard Bank as a Regional Manager at Business and Private Bank. I was tasked to Manage Assets well over R2billion in both banks. I have proven sales, management, coaching,
communication and interpersonal skills. I am a driven individual who work hard to ensure given tasks and targets are met by the individuals and team as a whole to benefit the organization. Currently I run an Insurance Brokerage firm in Durban and specialize in helping young professionals in the health sector to make better informed financial decisions.
Achievements:
2011 Sanlam Kzn Junior Champion
2018 Absa Highest Aum % Growth
2022 Standard Bank Aum % Growth
Overview
15
15
years of professional experience
3
3
Certifications
1
1
Language
Work History
Financial Planner
Lingood Advisory
02.2023 - Current
- Educate clients on holistic financial planning, risk mitigation, investment products and tax-saving strategies, empowering informed decisionmaking.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
Managing Director
Lingood Advisory
12.2022 - Current
- Increased overall company performance by implementing strategic management initiatives and streamlining operations.
- Expanded market presence through successful negotiation of key partnerships and acquisitions.
Regional Manager
Standard Bank
12.2019 - 11.2022
- Led a team of Financial Planners in Business and Private Banking with AUM of R2b.
- Motivated regional staff to achieve ambitious sales targets by establishing a competitive incentive structure and celebrating team accomplishments.
Regional Manager
Absa Bank
08.2015 - 11.2019
- Led a team of Financial Planners in various Retail Branches with Assets over R2.5b.
- Expanded regional presence by researching potential markets, developing strategic partnerships, and opening new locations.
Financial Advisor
Sanlam Life
06.2010 - 07.2015
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Education
Advanced Certificate - Management Development
Henley Business School
GP06.2022
Post Grad Diploma In Financial Planning - Financial Planning
University of Free State
FS05.2020
Higher Certificate - Management Development
Milpark Business School
KZN05.2017
Bachelor - Accounting
University of Zululand
KZN05.2008
Skills
Financial Planning
Risk Management
Investment Planning
Retirement Planning
Sales leadership
Mentoring and training
Recruitment strategies
Business development
Client relationships
Business administration
Staff management
Strategic planning
Business planning
Financial management
Team collaboration
Succession planning
Cross-functional team leadership
Team leadership
Decision-making
Certification
Sales Guru
Timeline
Financial Planner
Lingood Advisory
02.2023 - Current
Managing Director
Lingood Advisory
12.2022 - Current
Regional Manager
Standard Bank
12.2019 - 11.2022
Sales Guru
11-2018
Lighthouse Leadership
10-2018
RE 1 and RE 5
09-2016
Regional Manager
Absa Bank
08.2015 - 11.2019
Financial Advisor
Sanlam Life
06.2010 - 07.2015
Advanced Certificate - Management Development
Henley Business School
Post Grad Diploma In Financial Planning - Financial Planning
University of Free State
Higher Certificate - Management Development
Milpark Business School
Bachelor - Accounting
University of Zululand