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Sharanta Naidoo CFP®

Sharanta Naidoo CFP®

Graduate

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location of Sharanta Naidoo CFP®George, Western Cape, South Africa

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  • Timeline

  • About me

    Junior Wealth Manager | Nedbank Private Wealth

  • Education

    • Academy of Financial Markets

      2012 - 2014
      Certificate in Financial Markets and Instruments Investment

    • University of the Free State

      2018 - 2018
      Postgraduate Diploma in Financial Planning Finance and Financial Management Services

    • University of South Africa/Universiteit van Suid-Afrika

      2009 - 2012
      Bachelor of Commerce - BCom Financial Management

  • Experience

    • Standard Bank South Africa

      Oct 2012 - Jul 2014
      Graduate

      Graduate in Private Banking, rotated as transactional banker, assisting clients with banking queries, personal loan, home loan and vehicle finance applications, opening of new bank accounts, sourcing leads.

    • FNB Wealth and Investments

      Oct 2014 - Jan 2017
      Technical Wealth Assistant

      Assistant to Wealth Manager in preparation of documents, processing of new business, additional investments, withdrawals and switches, resolution of client queries, preparation of client reviews.

    • Nedbank Private Wealth South Africa

      Apr 2017 - now

      Construction of investment proposals based on client needs analysis, record of advice, portfolio analyses and reviews, quarterly reports and reconciliations, assisting on estate plans.

      • Junior Wealth Manager

        Jan 2025 - now

      • Paraplanner

        Apr 2017 - Jan 2025

  • Licenses & Certifications

    • RE5

      Moonstone
      Oct 2019

    • Certified Financial Planner (CFP)

      The Financial Planning Institute - SA
      Jun 2021