Golf
I am a thirty one year old male who possesses a BCom Degree in Investment Management and Banking and Post Graduate Diploma in Financial Planning Law from the University of the Free State. I am a driven Financial Advisor who is able to handle a diverse range of financial needs ranging from Retirement and Investment Planning to Estate planning decisions and recommendations. Working with financial products for the past seven years as well as being a decisive planner and a problem solver who understands
marketing and sales strategies that drive business growth enables me to provide the client with sound financial advice. I am a driven individual who is able to work
well either independently or in a group and I require very little supervision. My key strengths include me being a people’s person which is crucial in this industry and I
continuously thrive for the best. With my commitment to working hard I will ensure that all objectives and deadlines tasked to me will be met. From the skills and experience I have attained over the years as well as my keen interest in finance I know I will be an asset to your company. My career goals include working my way up the corporate ladder by gaining the necessary experience I require as
well as furthering my studies. I am keen on exercising my abilities in a new environment to further my development and skills. I am adamant about my future career and thus seek experience in my field to gain more knowledge. I believe that I have the capability to make a meaningful and impactful contribution to any company which employs me.
Investment planning
Loan servicing
Credit analysis
Debt restructuring
Teamwork and collaboration
Customer service
Problem-solving
Relationship building
Insurance decisions
Sales and marketing
Financial advising
Retirement planning
Wealth management
Attention to detail
Estate planning
Milpark - Investment Planning
Golf
Outdoor Activities
Certified Financial Planner
Moonstone - RE 5
Milpark - Investment Planning
Milpark - Long Term Insurance
Milpark - Short Term Insurance