Philip Snyman
Financial Advisor
Potchefstroom
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
15
15
years of professional experience
Work History
Financial Advisor
Old Mutual
01.2009 - Current
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Education
Postgraduate Diploma in Financial Planning - Financial Planning
University of The Free State
Bloemfontein 04.2001 -
Baccalaureus Commercii Financial Management - Financial Management
University of The Free State
Bloemfontein 04.2001 -
Skills
Investment Planning
undefinedLinkedIn Profile:
Short summary of my work life and messages that I send about the financial industry. These messages include advise and tips.
Timeline
Financial Advisor
Old Mutual
01.2009 - Current
Postgraduate Diploma in Financial Planning - Financial Planning
University of The Free State
04.2001 -
Baccalaureus Commercii Financial Management - Financial Management
University of The Free State
04.2001 -
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