Reading - Self Development and Finance books
Lindiwe Felicia Khoza
Financial Advisor
White River
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
9
9
years of professional experience
2016
2016
years of post-secondary education
5
5
Languages
Work History
Financial Advisor
Old Mutual Personal Financial Advice
03.2025 - Current
- Improved client financial stability by developing tailored investment strategies and retirement plans.
- Used Xplan software to calculate client assets, liabilities, insurance coverage, and cash flow to create investment strategies.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Advised clients on portfolio allocation and various investment types.
- Provided estate planning guidance for the seamless transfer of wealth between generations while minimizing tax implications.
- Cultivated an environment of trust by maintaining open lines of communication with both new and existing clients.
- Educated clients on various investment products, enabling informed decision-making and enhanced portfolio diversification.
- Continuously expanded professional knowledge through ongoing education and industry certifications, providing clients with up-to-date expertise.
Admin & Accounts clerk
Monate Cafe
01.2018 - 01.2019
- Operating the cash register, taking customers' orders, cash up on cash register for the day, answering phone calls and emails, Compiling and maintaining financial record as requested, depositing cash sales weekly and completing purchase orders.
Child Minder
Wimpy Riverside Mall/The Grove
12.2016 - 01.2017
- Taking care of the children in the play area, face painting, assisted children with sand art activities etc.
- Also assisting with waiting on tables and clearing tables when the restaurant was busy (Waitress Assistant).
Education
Matric - Bachelor's Degree Pass
Acek Academy
Bcom Accounting Degree - undefined
University of Johannesburg
Skills
- Proficient in Pastel Accounting Software
- Customer engagement expertise
- Financial account reconciliation
- Accounts payable management
- Financial reporting
- Administrative support
- Proficient in Microsoft Office
- Investment planning
- Insurance sales
- Financial goal setting
- Regulatory compliance
- Ethical judgment
- Insurance product knowledge
- Problem-solving
Accomplishments
- Community Service - Reading program
- Prestige Award (Speech & Drama) - Esteiddford
Interests
Exercising/Hiking - To stimulate and relax my mind
Personal Information
Date of Birth: 06/01/95
Telephone
071 960 1441
Timeline
Financial Advisor
Old Mutual Personal Financial Advice
03.2025 - Current
Admin & Accounts clerk
Monate Cafe
01.2018 - 01.2019
Child Minder
Wimpy Riverside Mall/The Grove
12.2016 - 01.2017
Bcom Accounting Degree - undefined
University of Johannesburg
Matric - Bachelor's Degree Pass
Acek Academy
Similar Profiles
Manvir NahalManvir Nahal
Business Administrative Assistant at Fair Advice Financial Advice IncBusiness Administrative Assistant at Fair Advice Financial Advice Inc
GRISELLY MARIOTGRISELLY MARIOT
Assistant Administration Manager at ALMIGHTY FINANCIAL ADVICEAssistant Administration Manager at ALMIGHTY FINANCIAL ADVICE
Sharleen KumarSharleen Kumar
Financial Advisory Intern at On Point Financial AdviceFinancial Advisory Intern at On Point Financial Advice
Michelle Van Der MerweMichelle Van Der Merwe
Accounts Manager at All Things Mos Travel Cc T/a Madbookings (Pty) LtdAccounts Manager at All Things Mos Travel Cc T/a Madbookings (Pty) Ltd
John PetrikJohn Petrik
Basketball Coach at White River High SchoolBasketball Coach at White River High School