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Lerato Mhlanga is a seasoned executive with expertise in management, risk management, and financial services. As a Branch Manager at Safrican Insurance Company and CEO at LRT Financial Planning Solutions Pty Ltd, she has demonstrated exceptional leadership and strategic planning skills, with a proven track record of driving business growth and delivering results. Mhlanga holds a Bachelor of Commerce (B.Com.) in Financial Planning from Milpark Business School and a Diploma in Business Management and Entrepreneurship from ALISON. She is also certified in First Level Regulatory Examination by the Financial Services Board, showcasing her commitment to regulatory compliance and excellence. With fluency in English, Zulu, and Xhosa, Mhlanga has established a strong presence in the financial services industry, serving clients across South Africa and beyond. Her expertise spans investments, financial planning, underwriting, and insurance, making her a valuable asset to any organization.

Credentials

  • First Level Regulatory Examination: FSPs (Sole Proprietors) and Key Individuals in Categories I,II,IIA,III and IV
    Financial Services Board
    Nov, 2012
    - May, 2026

Experience

    • Financial Planner and CEO
      • Jul 2016 - Present

      Group Funeral Underwriting ServicesPersonal Financial PlanningCommercial Planning

    • South Africa
    • Insurance
    • 300 - 400 Employee
    • Branch Manager
      • Feb 2016 - Present

    • Branch Manager-Polokwane
      • Feb 2016 - Jul 2016

      Oversight of branch operations, client services, new business development, policy administration, funeral group scheme sales and sales management.

  • Assupol Life
    • East London, Eastern Cape
    • Branch Office Manager
      • Feb 2015 - Jan 2016
      • East London, Eastern Cape

      Managing branch operations in 4 branches, Overseeing client services and sales support services, managing branch budget and expenses, reporting to MANCO quarterly and

    • Chief Executive Officer
      • 2016 - 2016

    • Investment Product Administrator
      • 2010 - 2011

Education

  • 2011 - 2016
    Milpark Business School
    Bachelor of Commerce (B.Com.) Financial Planning, Financial Planning, Banking and Financial Services
  • 2011 - 2012
    ALISON
    Diploma, Business Management and Entrepreneurship

Suggested Services

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Industry Focus. “Insurance”

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