Experience

STRIDE IT

• South Africa
• Information Technology & Services
• 1 - 100 Employee

• Founder & Managing Director

  • Jan 2018 - Present



Liberty Group South Africa

• South Africa
• Insurance
• 700 & Above Employee

• Financial Consultant

  • Apr 2015 - Feb 2018

  My financial planning practice revolves around ensuring the attainment of financial goals and objectives for both Individual and Corporate clients. In practice; on the retail (individual) side this involves analysing each client’s current financial profile, understanding their desired financial objectives and charting a bespoke path to assist them in attaining that which they set out to achieve with constant monitoring of market fluctuations and regular reviews to ensure that the necessary changes are made in attainment of the most current financial goals and objectives. I look over a comprehensive scope covering wealth creation through high-return investments, wealth preservation as well as protection against financial risks such as death and loss of income. Within the Corporate spectrum, I structure employee benefit schemes ranging from provident and pension funds to risk and income protection benefits. Each scheme is unique and tailor-made to best suit the interests of the employees while remaining cost effective, tax efficient and well administrated in the employers favour. I have received numerous media invitations and have made contributions to TV and radio show interviews, news articles as well as given talks at seminars, some of which include eNCA and Yfm.



Burnette Associates Ltd.

• Seychelles
• Financial Services
• 1 - 100 Employee

• Account Mananger: Sub-Saharan Africa

  • Apr 2014 - Dec 2014

  Burnette Associates is a Buy-side Investment Management Systems specialists, partners to Advent Software head quartered in San Fransisco and Nirvana Solutions in New York. In my role as Account Manager, I was responsible for;- All aspects of client interaction throughout the sales and implementation process- Specialist consultant for Alternative Investment firms - Hedge Funds- Understanding client requirements through thorough analysis- General Business Consulting- Consulting activities typically revolved around; Order Management Systems, Portfolio Management Systems, Trade Management Systems, Research tools, Newsfeeds, Integration to the Bloomberg Terminal.- Typical tasks include: Comprehensive Business analysis in order to fully understand business requirements and optimization metricsDeveloping business product specificationsGenerating presentations for C-level executives explaining proposed solutionsLiaising with key stakeholders in the sales and implementation processProject Management; managing the implementation of product solutions including liaising with custom engineers, fund administrators and client representatives.Testing post implementation Product training Clients include: Deutsche Bank, Ashburton Investments, Rand Merchant Bank (RMB) and Sentio Capital Management.