TSHIRE MOKATE
Financial Educator
Albertsdal,Gauteng
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
Work History
Financial Educator
Alexander Forbes
Sandton, Gauteng
2019.04 - Current
Provide clients of Alexander Forbes Financial Services with knowledge, tools and solutions to enable them to make informed decisions regarding their retirement and ultimately their long term financial well-being.
Financial Planner
Alexander Forbes
2017.06 - 2019.03
Holistic financial planning of client's overall investments and risk benefit needs.
Reviewing of existing client's portfolios and providing feedback on performance thereof
Recommendations of suitable financial products to meet client needs
Associate Consultant
SUPERIOR Lesley Naidoo
Sandton, Gauteng
2015.02 - 2017.05
Member education and presentations
Holistic financial advice at resignation, retirement and any stage of client’s financial life
Investment Planning
One on one consultations with members of umbrella funds to discuss pre retirement savings and replacement ratios
Risk planning and advice on family protection policies
Client Service Agent
Momentum
Centurion, Gauteng
2013.06 - 2014.12
- Providing clients that have various investments with Momemtun with generic and specialized service both telephonically and via email.
Financial Planning Internship
Momentum
2012.06 - 2013.06
Part-time studies through Momentum to obtain a Wealth Management NQF Level 5 Certificate
In job training and introduction into the work place
Education
Senior Certificate - Matric Certificate
Grenville High School
Rustenburg 2003.01 - 2007.12
Bcom Finance Degree -
University of Johannesburg
National Certificate in Wealth Management – NQF5 -
SETA
Centurion 2012.06 - 2013.06
Skills
Financial planning
Financial services support
Financial Advisory Services
Financial product knowledge
Financial transactions
Financial Services and Products
Additional Information
- PERSONAL DETAILS , Surname Mokate First Names Tshireletso Faith Marital Status, Race Black Gender Female
Timeline
Financial Educator
Alexander Forbes
2019.04 - Current
Financial Planner
Alexander Forbes
2017.06 - 2019.03
Associate Consultant
SUPERIOR Lesley Naidoo
2015.02 - 2017.05
Client Service Agent
Momentum
2013.06 - 2014.12
Financial Planning Internship
Momentum
2012.06 - 2013.06
National Certificate in Wealth Management – NQF5 -
SETA
2012.06 - 2013.06
Senior Certificate - Matric Certificate
Grenville High School
2003.01 - 2007.12
Bcom Finance Degree -
University of Johannesburg