Ofentse Moamogoa
Financial Planner
Bloemfontein
Summary
Ofentse Maamogoa is an ambitious undergraduate pursuing a Criminal Justice Diploma at UNISA. With five years of professional experience, having started as a call center agent. Ofentse has successfully transitioned into a dynamic role that leverages strong communication skills and customer service expertise. A self-motivated and goal-driven individual, Ofentse is passionate about empowering others through the knowledge and insights gained over time, demonstrating a commitment to personal and professional growth.
Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.
Overview
8
8
years of professional experience
1
1
Certification
2
2
Languages
Work History
Financial Planner
Old Mutual PFA
08.2025 - Current
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
- Enhanced client retention by delivering timely market insights and adjusting investment strategies accordingly.
Call Centre Agent
OPTICLEAR (PTY) LTD
05.2019 - 12.2024
- Overtime I became flexible around my division, by becoming a part of the admin team. That in charge of registration of Network, amendment of provider contract with the intermediary and claims reversals.
- Adapted to team needs by joining admin, ensuring seamless registration processes.
- Streamlined provider contract amendments, enhancing relationship with intermediaries.
- Executed claims reversals efficiently, reducing processing errors significantly.
- Contributed to division flexibility, driving overall team success and collaboration.
Cashier/Sales Assistant
Mr PRICE Group
09.2018 - 04.2019
Education
Human Resources Management -
MOTHEO TVET College
Criminal Justice Diploma - Law
University Of South Africa
01-2028
Matric Diploma Pass - undefined
Brebner High School
Bloemfontein01-2016
Skills
Microsoft Office
Business English
Data Analysis and Interpretation
Consulting
Sales acumen
Investment planning
Insurance planning
Retirement planning
Strategic financial planning
Estate planning
Certification
Driving License Category: No
Interests
Playing an Instrument, Being Outdoors, Music
PERSONAL DETAILS
- Date Of Birth: 1998-03-13
- Nationality: Permanent South African Resident
- Visa Status: No
LINK
LinkedIn: https://www.linkedin.com/in/ofentse-moamogoa-4a74252...
Timeline
Financial Planner
Old Mutual PFA
08.2025 - Current
Call Centre Agent
OPTICLEAR (PTY) LTD
05.2019 - 12.2024
Cashier/Sales Assistant
Mr PRICE Group
09.2018 - 04.2019
Matric Diploma Pass - undefined
Brebner High School
Human Resources Management -
MOTHEO TVET College
Criminal Justice Diploma - Law
University Of South Africa