Phumzile Tshabalala
Financial Advicer
vosloorus
Summary
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence. Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven.
Overview
11
11
years of professional experience
Work History
Waitressing and cash management
Tessa's Café
Answering telephones, assisting customers and till management
Block Busters
Oldmutual pfa
01.2020
General administration, answering the phones, filing
Carey-Ann Morris - Speech Therapist
01.2011
Financial Advisor
Absa Bank
06.2023 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Oldmututual
11.2020 - 06.2023
Financial Advisor
Old-mutual Pfa
11.2020 - 06.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Discovery
01.2019 - 01.2020
Oldmutual pfa
01.2016 - 01.2019
Tiger Brand Culinary and Grains
01.2014 - 01.2016
Education
Sunward Park High School - Boksburg
No Degree - Financial Planning
ALBATROS
Alberton, South Africa 04.2001 -
No Degree - REGULATORY EXAM
MOONSTONE
Sandton, South Africa 04.2001 -
No Degree - Audiology
ACT
Alberton, South Africa 04.2001 -
Skills
Bilingual in speaking and writing of English, Sotho, Zulu and Afrikaans
Roles And Responsibilities
- LIFE COVER
- FUNERAL COVER
- LONG TERM INVESTMENTS
- WILLS
Contactdetails
079 1839853, phumi0791839853@gmail.com
Personal Information
- ID Number: 891025 03 88 08 1
- Dependents: 2
- Date of Birth: 10/25/89
- Gender: Female
- Marital Status: Single
Driverlicense
Code 10
References
- Mrs C.Scott-White, 082 578 6481, Guardian
- Mrs B.Kruger, 082 440 8030, Previous Employee
- Mr maseko, 0714453835, Oldmutual Manager
Timeline
Financial Advisor
Absa Bank
06.2023 - Current
Financial Advisor
Oldmututual
11.2020 - 06.2023
Financial Advisor
Old-mutual Pfa
11.2020 - 06.2023
Oldmutual pfa
01.2020
Discovery
01.2019 - 01.2020
Oldmutual pfa
01.2016 - 01.2019
Tiger Brand Culinary and Grains
01.2014 - 01.2016
General administration, answering the phones, filing
Carey-Ann Morris - Speech Therapist
01.2011
No Degree - Financial Planning
ALBATROS
04.2001 -
No Degree - REGULATORY EXAM
MOONSTONE
04.2001 -
No Degree - Audiology
ACT
04.2001 -
Waitressing and cash management
Tessa's Café
Answering telephones, assisting customers and till management
Block Busters
Sunward Park High School - Boksburg
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