03 — Record

Professional Experience

2019 — Present
MAR 2026 —
PRESENT
Financial Planner (FP&A and Investment Advisory)
EQ-FIN (Liberty Group), Bedfordview — Liberty Group distribution, FAIS-regulated wealth management
  • Run detailed portfolio performance reviews, comparing client portfolios against benchmarks and producing variance analysis with rebalancing recommendations.
  • Build financial projections and product illustrations across retirement annuities, TFSAs, and risk portfolios to model client outcomes across multiple scenarios.
  • Prepare investment strategy documentation, records of advice, and financial planning reports in line with FAIS regulations and Liberty Group compliance standards.
  • Track macroeconomic developments, fund performance, and market movements to keep recommendations current and well-supported.
  • Connect API-driven data tools to automate financial data retrieval and portfolio tracking, meaningfully reducing manual reporting time.
MAY 2025 —
MAR 2026
Financial Advisor
Dis-Chem Life, Midrand — Insurance-linked advisory, high-volume retail environment
  • Conducted financial needs analyses and prepared FAIS-compliant advice documentation for a client portfolio exceeding 90 clients across insurance and investment products.
  • Acted as Team Leader from December 2025, coordinating adviser compliance, performance analytics, and branch operations.
  • Achieved the top Debi-check rate across all advisors in the branch through consistent data tracking and disciplined follow-through.
  • Built a portfolio of over 90 clients within 10 months through structured relationship management.
NOV 2024 —
MAY 2025
Financial Planner
Sanlam / Sizwe Wealth, Bloemfontein — Holistic wealth management
  • Developed tailored investment strategies by analysing fund performance data, market trends, and macroeconomic factors.
  • Produced client-facing financial planning reports and investment presentations communicating portfolio positioning and market insights.
  • Grew client book through strategic cross-selling, increasing multi-product uptake and average portfolio value per client.
JAN 2024 —
JUL 2024
Venture Capital & Equity Research Analyst
HP Tech Ventures, Remote — HP Inc.'s corporate venture capital arm
  • Built DCF models and ran comparable company analysis to value early-stage technology companies, producing investment memos with implied equity values and risk assessments.
  • Worked through datasets exceeding 50,000 rows to extract investment insights, identify sector trends, and build market maps.
  • Investment recommendations were incorporated directly into senior due diligence packs presented to fund stakeholders.
JUL 2019 —
DEC 2023
Business Operations Intern (Part-Time)
Norvic Motors, Heidelberg — Multi-site automotive retail & fuel, concurrent with degree
  • Handled financial tracking, bookkeeping, stock monitoring, and pricing analysis across multiple sites.
  • Supported the operational rollout of fuel stations and convenience stores, developing financial data management skills.