Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Murray Kenneth Lomberg

Financial Advisor
Johannesburg,GP

Summary

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Overview

8
8
years of professional experience
3
3
Certificates

Work History

Financial Advisor

The Hereford Group
05.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Logistics & Operations

Real Christmas Trees
06.2017 - Current
  • The sales of real Christmas trees over the christmas period
  • Engaging with clients leading up to the christmas period
  • The set up of the store and storage areas for the trees
  • Management of ± 15 sales staff over the christmas period

Event Management

OLD STITHIAN ASSOCIATION
01.2017 - 10.2022

During my 6 years on the events portfolio of the Old Stithian Association I was part of the management team that ran the hospitality tent, formally known as the beer tent, at both the St Stithians College Annual Easter Sport Festival, as well as the St Stithians Invitational Water Polo festival. I was also involved in the running of the hospitality tent at the 2017 Craven and Academy week held at St Stithian’s

My roles included

  • The planning of the event
  • Oversight of event set-up
  • The management of ± 30 bar staff
  • Senior barman
  • Stock Control including managing the use of draught machines
  • The organisation of vendors

Education

Postgraduate Diploma - Financial Planning

University of The Free State
Bloemfontein, South Africa
04.2001 -

Bachelor of Arts Honours - Sport Science

University of Johannesburg
Johannesburg, South Africa
04.2001 -

Bachelor of Science - BSc Sport Science

University of Johannesburg
Johannesburg, South Africa
04.2001 -

Skills

Financial planning

Certification

Class of business // Class 3 : Long Term Insurance

Interests

Running

Hockey

Outdoor Activities

Timeline

Class of business // Class 3 : Long Term Insurance

05-2025

Class of business // Class 4 : Pension Fund Benefits

05-2025

Class of business // Class 7 : Basic & collective investments

05-2025

Financial Advisor

The Hereford Group
05.2024 - Current

Logistics & Operations

Real Christmas Trees
06.2017 - Current

Event Management

OLD STITHIAN ASSOCIATION
01.2017 - 10.2022

Postgraduate Diploma - Financial Planning

University of The Free State
04.2001 -

Bachelor of Arts Honours - Sport Science

University of Johannesburg
04.2001 -

Bachelor of Science - BSc Sport Science

University of Johannesburg
04.2001 -
Murray Kenneth LombergFinancial Advisor