Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Lindani Mnguni

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
GP
06.2022

Post Grad Diploma In Financial Planning - Financial Planning

University of Free State
FS
05.2020

Higher Certificate - Management Development

Milpark Business School
KZN
05.2017

Bachelor - Accounting

University of Zululand
KZN
05.2008

Skills

Financial Planning

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
Lindani MnguniFINANCIAL PLANNER