UNISA - B Com Economics\r\nFinancial Planning Institute - Financial Advisor Professional Competency Exam\r\nMoonstone - RE1 - Key Individual Certificate\r\nMoonstone - RE5 - Representative Certificate\r\nDale Carnegie - Communication and Leadership Skills\r\n\r\nProblem solving skills\r\ncritical thinking skills\r\nFlexibility and versatility \r\nCommunication skills\r\nTeamwork and collaboration\r\nEmotional intelligence\r\nCreativity and innovation\r\nresponsibility
I love reading and listening to podcasts.\r\nI absolutely love hiking. Taking a walk in nature keeps me sane and I never come back the same from a walk.\r\nI also swim and play squash, that is the form of exercise that I enjoy. It keeps me in shape and active.\r\nSpending time with family and friends keeps me grounded and connected.
Client Relationship Manager - Platinum Portfolios Pty Ltd from June 2014 to July 2023 . This involved opening investment accounts and servicing the clients, writing investment proposals and recommendations and preparing the regular reports of the investment portfolios.\r\nLSG Integrated Financial Services - July 2011 to May 2014\r\nJNF Investment Services - February 2010 to July 2011
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