Quinlann Henning
Senior Financial Advisor
Centurion
Summary
Dedicated and detail-oriented Senior Financial Advisor with over 15 years of experience guiding clients toward financial security and growth. Specializes in personalized portfolio management, risk assessment, and goal-oriented financial planning. Known for exceptional time management and analytical skills, maintaining high standards and quality in both independent and team environments. Fluent in English and Afrikaans, allowing for effective communication with a diverse client base. Passionate about providing strategic financial insights through comprehensive analysis and proactive advisory support.
Overview
2025
2025
years of professional experience
2
2
Languages
Work History
Senior Financial Advisor
Curemed Health and Wealth Consultant
1 2012 - Current
- Manage a portfolio of more than 2,000 clients, providing expert guidance in investment strategies, risk management, and retirement planning
- Conduct in-depth financial analyses to design customized financial solutions aligned with clients’ long-term goals
- Achieve consistently high client satisfaction through proactive management and responsive service to financial market changes
- Collaborate with cross-functional teams to refine advisory processes, enhancing client experience and service quality
Financial Advisor
Sanlam Healthcare
01.2009 - 01.2010
- Provided financial advisory services with a focus on healthcare portfolios, ensuring clients’ plans met their financial goals
- Educated clients on risk management and portfolio diversification strategies
- Built strong client relationships, achieving performance targets and ensuring a high level of client satisfaction
Sales Representative
South African Breweries (SAB)
01.2005 - 01.2009
- Developed and maintained productive client relationships, achieving high client retention through excellent service
- Consistently exceeded sales targets by promoting SAB’s product portfolio, conducting market analysis, and expanding key accounts
- Demonstrated adaptability and teamwork, effectively collaborating with diverse teams to meet business objectives
Education
Diploma - Wealth Management
Wealth Management
PSG / MoonstoneHigh School Diploma -
Waterkloof High School
GautengSkills
Financial Portfolio Management
Risk Assessment & Mitigation
Client Relationship Management
Investment Strategies & Planning
Goal-Based Financial Planning
Analytical Skills & Strategic Thinking
Time Management
Professional Excellence
Professional Development
- Advanced Investment Analysis, 2020
- Client Relationship Management & Retention, 2018
- Risk Management and Financial Markets, 2016
Educationandcertifications
- Diploma in Wealth Management
- Regulatory Examination (RE5)
- High School Diploma, Waterkloof High School
References
Available upon request.
Personal Information
ID Number: 8604225135087
Timeline
Financial Advisor
Sanlam Healthcare
01.2009 - 01.2010
Sales Representative
South African Breweries (SAB)
01.2005 - 01.2009
Senior Financial Advisor
Curemed Health and Wealth Consultant
1 2012 - Current
Diploma - Wealth Management
Wealth Management
High School Diploma -
Waterkloof High School
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