Chartered Financial Adviser at Balance Wealth Planning

• Jun 2021 - Present

Chartered Financial Advisor

• 2018 - Present

I hold qualifications & experience for both UK & South African financial planning practices, ensuring efficient estate, tax & investment planning for you.The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Paraplanner

• Sep 2016 - Dec 2017

Financial Advisor

• Sep 2016 - Oct 2018

Creating prosperity and peace of mind through honest and professional financial planning. Improving the standard of living of my dedicated clients and my community. Creating prosperity and peace of mind through honest and professional financial planning. Improving the standard of living of my dedicated clients and my community.

Certified Financial Advisor CFP®

• Nov 2011 - Jul 2016

Creating prosperity and peace of mind through sound and professional financial planning. Improving the standard of living of my dedicated clients and my community. Creating prosperity and peace of mind through sound and professional financial planning. Improving the standard of living of my dedicated clients and my community.

Administrative & Service Sales Consultant

• Jan 2005 - Dec 2007

Responsible for the processing of several day ends and keeping accounts up to date. - Responsible for the distribution of stock to the respective clients around Namibia. - Experience in the Brilliant Accounting and Pastel computer systems by the allocation and processing of several transactions. - Responsible for the sales of Tango/Telephone cards, cell phones, cell phone accessories and cameras. - Have extensive knowledge in the general and more complicated operations of cell phones and their software. - Responsible for the cell phone rentals and credit availability for the “Flight of the Phoenix” film crew and other independent groups. - Responsible for the sale of MTC (Mobile Telecommunications Limited) cell phone contracts mainly to established companies. - Attended various courses related to Customer Service to improve service and support skills.

Credit Controller

• Jan 2004 - Dec 2004

Obtained medical aid payments. - Obtained payments from private patients and organizations. - Responsible for the correct entry of medical procedures done and medical material used on patients. - Assisted patients on any medical aid queries concerning their accounts with the respective doctor. - Received extensive training in Health Focus software to successfully complete the above procedures. Obtained medical aid payments. - Obtained payments from private patients and organizations. - Responsible for the correct entry of medical procedures done and medical material used on patients. - Assisted patients on any medical aid queries concerning their accounts with the respective doctor. - Received extensive training in Health Focus software to successfully complete the above procedures.