Phindile Princess Mthiyane
Financial Advisor
Flat No10 Riazville94 Panorama Drive Lennoxton Newcastle
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.
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
10
10
years of professional experience
2
2
Languages
Work History
Financial Advisor
Old Mutual
10.2017 - Current
- Financial advisory
- Financial sales
- Sales and marketing of Old Mutual products
- Administration services to clients
- Client services
- Knowledge of Bizagi,craft,summit systems
Crew Member
Burger King
11.2015 - 07.2017
- Till operator
- Counter sales
- Cash handling
- Administration
- Waitress
- Customer services
Education
Diploma - Nature Conservation
(in progress)
Higher Certificate - Life and Environmental Science
01.2020
Diploma in Wealth Management -
04.2001 -
Grade 12 - undefined
01.2009
Certificate -
04.2001 -
Skills
Timeline
Financial Advisor - Old Mutual
10.2017 - Current
Crew Member - Burger King
11.2015 - 07.2017
Inseta - Diploma in Wealth Management ,
04.2001 -
RE5 - Certificate,
04.2001 -
University of South Africa - Higher Certificate, Life and Environmental Science
Gqokamandla High School - Grade 12,
University of South Africa - Diploma, Nature Conservation
References
- Mrs, Mbuyazi, Manager at Old Mutual, 072 577 3932, Old Mutual
- Mr,Bd Biyela Team Leader at Old Mutual, 073 587 8024, Old Mutual
- Ayanda, Mdlalose, Supervisor at Burger King, 083 528 2216, Burger King