Nokuthula Ntshangase
Personal Financial Advisor
Tshwane
Summary
Dynamic Personal Financial Advisor with a proven track record at Oldmutual, specializing in investment strategies and personalized financial planning. Adept at client relationship building and risk assessment, I excel in delivering tailored solutions that enhance client satisfaction and achieve financial goals. Committed to fostering trust and delivering results.
Professional financial advisor with solid foundation in investment strategies, retirement planning, and risk management. Proven expertise in guiding clients towards achieving financial goals through tailored advice and strategic planning. Strong emphasis on team collaboration and adaptability to meet changing client needs. Known for integrity, analytical skills, and client-focused approach.
Experienced with financial planning, investment analysis, and client relationship management. Utilizes in-depth knowledge to create customized financial strategies. Track record of fostering trust and achieving client financial goals.
Motivated Job Title with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
23
23
years of professional experience
Work History
Personal Financial Advisor
Oldmutual
10.2020 - Current
- Advised clients on investment strategies to achieve financial goals.
- Developed personalized financial plans based on individual client needs and objectives.
- Conducted comprehensive risk assessments to identify suitable insurance products.
- Facilitated ongoing client communication to ensure satisfaction and confidence in services provided.
Diva Fashions
Mr Edel
01.2004 - 2017
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Organized and detail-oriented with a strong work ethic.
Education
Highest Certificate in Financial Planning -
Milpark
Gauteng 07-2026
Skills
Client relationship building
Cash flow analysis
Long-term care planning
Insurance planning
Retirement planning
Wealth preservation
Financial planning
Tax planning
Financial goal setting
Risk assessment
Problem-solving aptitude
Negotiation
Financial plan development
Investment advice
Client education
Client needs assessment
Goal setting
Know your customer
Conflict resolution
Financial goal planning
Relationship building
Multitasking
Problem-solving abilities
Honest and dependable
Timeline
Personal Financial Advisor
Oldmutual
10.2020 - Current
Diva Fashions
Mr Edel
01.2004 - 2017
Highest Certificate in Financial Planning -
Milpark