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Bio

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Credentials

  • CFA Level 1 (1st time pass)
    CFA Institute
    Jan, 2023
    - Apr, 2026
  • APC EXAM (1st time pass)
    SAICA CA(SA)
    Feb, 2017
    - Apr, 2026
  • Initial Test of Competence (1st time pass)
    SAICA CA(SA)
    Jan, 2015
    - Apr, 2026

Experience

    • M&A Associate
      • Jun 2023 - Present
      • Sandton

      Sector agnostic focused on deals in Africa.Buy side and sell sideCapital Raising (Debt, Equity & Mezzanine)Mainly service private markets

    • Committee Member - Education Development
      • Jan 2024 - Present

      Advise the Thuthuka Alumni Committee board on and carry out initiatives that advance student/graduate development/Qualified Professionals

  • Ad Astra Tutors
    • Johannesburg Metropolitan Area
    • Owner - Tutor
      • Sep 2020 - Present
      • Johannesburg Metropolitan Area

      CTA and ITC candidate tutor for Management Accounting, Financial Management, Strategy and Risk Management and Auditing and Corporate Governance

  • SIOC Community Development Trust (SIOC-CDT)
    • Centurion, Gauteng, South Africa
    • Acting Head of Investments
      • May 2021 - Jun 2023
      • Centurion, Gauteng, South Africa

      Involved researching economic conditions, company information and market trends to determine business, sector and industry recommendations for investment, reinvestment or divestment purposes. Assets under management of +- R5bn with around R1bn in dry powder, whilst I was acting as head of investments. As acting Head of Investments, I was part of the Executive Committee and a member of the Investment Review Committee, Audit Comm and Board meetings.Portfolio generated an average of 20% return p.a over two years with one asset being below benchmark over that period (over four quarter periods)This includes performance attribution and analysis, manager selection, due diligence, investment research, compliance, performance reviews and liaising and managing consultants/specialists in executing projects.Also involved in the Enterprise Development team assisting with strategy, project management and financial and investment analysis of projects within the ESD space as well as helping out with the Treasury function ensuring cash is optimised.

  • SAICA CA(SA)
    • Johannesburg Metropolitan Area
    • ITC Marker - Finance & Strategy
      • Sep 2021 - Feb 2023
      • Johannesburg Metropolitan Area

      ITC Marker (3x) for MAF and S&RM

    • Script reviewer
      • Dec 2022 - Jan 2023

      Review of scripts of candidates who failed the June ITC to provide feedback and insight as to what they missed and what they could have done better

    • Manager - Valuations, Modeling & Economics
      • Jan 2018 - Apr 2021

      I have been involved in projects for clients in the following industries:Freight RailInvestment Holding CompaniesMining and Energy (Gold, PGMs, Diamonds, Chrome, Coal, Ferro Alloys & Gold Retreatment)Airport ManagementFinTech(Mobile banking, Consumer lending and ST insurance)Manufacturing (Packaging)Publishing (Educational)Property Management Insurance Brokerage (Life)Telecoms (Mobile Telecoms and Fibre Network Providers)Seconded to our Transaction Diligence Division wherin I performed two Financial Due Diligence engagements in the outsourcing and hospitality industries

    • Audit Supervisor
      • Dec 2015 - Dec 2017

      Audit trainee in the Financial Services division. The industries that I have had exposure to are:Life Assurance (Funeral Insurance & Endowment Policies) Commodities Purchasing & Selling (Metals & Alloys)Renewable Energy (Wind & Solar)Business Support and Financing (MEA Region)State-Owned Entities

  • Nelson Mandela Metropolitan University
    • Port Elizabeth Area, South Africa
    • Academic Trainee
      • Jan 2015 - Dec 2015
      • Port Elizabeth Area, South Africa

      Management Accounting and Financial Management academic trainee.My duties include (relates to undergraduates and honours students unless specifically excluded)Presenting tutorialsConsulting studentsMentoringReview of tests and examsPreperation of test and exam questions (undergrad level)Conducting discussion classesPresenting lectures at an undergrad levelMonitoring performance and identifying initiatives to improve performanceMarking of scripts.Invigilating examsOther duties include :Administrating the Accounting Society Facebook Page.Assisting the Accounting Society and helping with logistics, liaising with companies/ presenters etc. , marketing and planning for events. Organising Committee for Accounting Idols competition.

Education

  • 2014 - 2014
    Nelson Mandela Metropolitan University
    Hons. Bachelor of Commerce, Accounting
  • 2015 - 2015
    The Chartered Institute of Management Accountants
    Diploma, Management Accounting
  • 2011 - 2013
    Nelson Mandela Metropolitan University
    Bachelor of Commerce (B.Com.), Accounting
  • 2006 - 2010
    Alexander Road High School
    Matric, Matric
  • 2022 - 2022
    CFA institute
    CFA Level 1, Investments and Securities

Suggested Services

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Industry Focus. “Financial Services”

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