An experienced Wealth and Financial Planner offering pedigree in Financial Services Advisory. Possess 14 years’ experience working in versatile roles across major Product Suppliers in the Financial services industry and Bancassurances. Started out as a Cash Teller at FNB in 2005, Excelled in the role and grew along industry ranks becoming a Consultant at ABSA, Customer Service Representative at FNB, New Business Administrator at Paramount Life and Financial Advisor at Discovery Limited (current role). This career progression based on merit is illustrative of my continuous improvement philosophy. I hold a Diploma in Business Management & Administration, a National Certificate in Wealth Management and RE5 Regulatory Examination Pass. I retain a solid record in providing bespoke financial services solutions to a wide array of clients. Competencies extend to financial needs analysis, providing customized financial service and client retention. Excellent insight into Investment Planning, Retirement Planning, Risk Products, Investments/Unit Trusts, Business Assurance, Equities, Financial Markets, Estate Planning, Wills and Drafts, Portfolio Management, Fund Management and various related Legislation & Taxation and Life Assurance. Enthusiastic about wealth creation for clients able to grow their portfolios in an initiative-taking manner, with a focus on risk minimization. Strong communication and people skills with the ability to contribute to organizational goals.