Shaun Byleveld
Financial Advisor
Pretoria,GP
Summary
Financial Planner managing a R6 million investment portfolio and guiding clients through investment choices, goal setting, and risk-aware recommendations. Builds trusted relationships through regular client communication, prompt query resolution, and tailored financial plans aligned to income, expenses, and objectives. Strengthens client retention and revenue growth through ongoing advice, portfolio review, and CPD-backed regulatory awareness.
Overview
2
2
Languages
13
13
Certifications
3
3
years of professional experience
Work History
Independent Financial Advisor
TTT Financial Group
2026.03 - Current
- Assist many clients with servicing their life insurance policies, as well as investment portfolios
- Conduct client needs analysis to recommend appropriate insurance and financial planning solutions.
- Develop personalized financial plans aligned to client goals, budgets, and risk tolerance.
- Maintain ongoing client relationships through regular communication, reviews, and responsive service.
- Present life assurance products clearly, helping clients compare options and understand coverage details.
- Track prospecting activity to identify new business opportunities and build a steady client pipeline.
- Apply risk assessment practices when reviewing client profiles and recommending suitable coverage levels.
- Support compliance monitoring by keeping client records accurate and documentation current.
- Coordinate insurance recommendations with client priorities, affordability, and long-term protection needs.
- Guide clients through annuity planning discussions to support retirement income decisions.
- Discuss estate planning considerations with clients when reviewing long-term financial priorities.
- Explain tax planning concepts in plain language to support informed client decisions.
- Review investment portfolio management needs alongside broader wealth preservation strategies.
- Use sales strategies to convert client consultations into suitable financial product recommendations.
- Prepare underwriting information accurately for applications requiring detailed client review.
Financial Planner
Momentum Group
2025.07 - 2026.02
- Managed an investment portfolio of R6 million, aligning client decisions with long-term financial objectives.
- Interviewed clients to assess income, expenses, and goals, then developed customised financial plans.
- Counselled clients on financial matters and recommended suitable investment opportunities, products, and services.
- Built and maintained client relationships through regular communication, prompt issue resolution, and preferred-channel consultations.
- Supported clients in setting realistic financial goals and developing actionable plans to reach them.
- Promoted business to expand the client base and grow revenue through ongoing prospecting and sales strategies.
- Maintained professional knowledge through CPD activities, staying current on regulatory changes and industry trends.
Financial Advisor
King Price Insurance
2025.03 - 2025.07
- Prepared financial recommendations based on client needs, goals, and available insurance options.
- Explained policy features, benefits, and exclusions clearly to support informed client decisions.
- Assessed client risk profiles to recommend suitable cover and long-term protection options.
- Maintained accurate client records and follow-up notes throughout the sales process.
- Coordinated paperwork and application submissions to keep sales transactions moving smoothly.
- Reviewed policy details with clients to identify gaps in cover and suitable adjustments.
- Maintained awareness of product changes and updated client conversations accordingly.
- Documented client interactions accurately to support continuity across follow-up activities.
Financial Advisor / Sales Representative
Sanlam Sky
2024.02 - 2025.02
- Ranked among South Africa's top 30 sales representatives in Sanlam during the first year by driving consistent product sales.
- Sold funeral and life cover products across South Africa through nationwide client visits and prospecting.
- Built trusted client relationships by delivering life risk policy guidance, client services, and claims support.
- Applied financial advisor training to support insurance recommendations aligned with client needs and risk profiles.
- Completed varied qualifications during tenure, strengthening product knowledge and professional credibility as a financial advisor.
- Drove record deal volume by converting sales opportunities into completed life assurance agreements.
- Used compliance-focused sales discipline to support regulated insurance conversations and accurate client documentation.
Education
RE5 - Financial sector
Moonstone Academy
Pretoria2026-01
Certificate of Higher Education - Financial Advisor
Sanlam Retail Mass Learning and Development
Pretoria2024-07
Skills
Financial planning
Budget management
Risk assessment
Investment portfolio management
Retirement planning
Estate planning
Tax planning
Annuity planning
Wealth preservation strategies
Sales strategies
Life assurance products
Client needs analysis
Client relationship management
Prospecting
Compliance monitoring
Insurance underwriting
Regulatory reporting
Certification
Matric (Grade 12)
Timeline
Independent Financial Advisor
TTT Financial Group
2026.03 - Current
Financial Planner
Momentum Group
2025.07 - 2026.02
Financial Advisor
King Price Insurance
2025.03 - 2025.07
Financial Advisor / Sales Representative
Sanlam Sky
2024.02 - 2025.02
Certificate of Higher Education - Financial Advisor
Sanlam Retail Mass Learning and Development
RE5 - Financial sector
Moonstone Academy