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Financial Planner

Estate planning, Risk Planning for Personal and business needs, Trust creation and wealth protection in South Africa. I have worked and Sold insurance policies in South Africa for the last 10 years for Liberty; Discovery; Momentum and Sanlam. For the last year I have been a tied agent for Liberty and been studying towards my CFP Credits. I currently have a Bcom in marketing and a further 120 credits at NQF6

Work Preferences

Desired Salary: 100,000 - 160,000 per year

Availability: Immediately

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Bachelor Degree

Current Location: Other - Outside Australia

Willing to relocate?: Yes

Residency / Visa: I Require Sponsorship

Skills Profile

Financial Planner (High-Net-Worth)

Financial Planner (Risk Focused)

Technical Skills	Skill	Last Used	Yrs. Exp.
	BluPrint Spotlight (Financial Planning software)	2011	3
	Microsoft Office (Word, Excel, Powerpoint, etc)	2011	10

Employment History

Job Title: Finacial Planner for Liberty Life

Industry: Financial Services

04/2010 to Current: Tied Agent for Liberty my main roles are Compiling a Financial needs analysisfor both Presonal and Business clients, advising on four sectors of insurance, Medical, Investments, Risk and Corporate schemes (will complete my courses buy the end of Feb 2011)
Compliance control From FICA to FAIS, Compiling reports for the sale of risk products to my clients.
Client relationship managing, ensuring the complete sale and ongoing service required to maintain my business

Job Title: Investment advisor for Discovery

Industry: Financial Services

10/2007 to 03/2010: Client relationship management for High Net Worth Clients, investment strategies using all the tax benefits within the four fund approach ensuring the best tax benefits possible for my clients and enabling them the best returns possible ensuring that the correct risk profile is always met.
Also completing a business needs analysis to complete the process of the sale to ensure that all partners have sufficient and correct cover in the even of death and disability

Qualifications

Completed	Institution	Degree / Qualification
2003	Midrand University	Bcom

Work Related Training & Certification

Completed	Institution	Training / Certification
2007	Discovery In house	Risk Product
2008	Discovery In house	Investment Specialist
2011	Liberty In house (PSG)	Study School 1
2011	Liberty In House (PSG)	Corporate School

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