Deep Enrich
Henry Wickens
Financial Advisor
12000 followers
Pretoria, Gauteng, South Africa
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About me
Account Manager at LexisNexis South Africa
Education
Highschool Duineveld
2009 - 2013NQF 4 MatricUnisa
2007 - 2007Theory in music grade 1 Theory of music 1
Integrity Academy
2022 - 2022NQF 5 Wealth Management NQF 5Integrity Academy
2021 - 2022Finance, General Class of BusinessBasic and Collective Investments 2021/22Long-term Insurance 2021/22Pension Fund Benefits 2021/22
Damelin
2023 -Higher National Diploma Human Resources Manangement and Practices NQF5
University of South Africa/Universiteit van Suid-Afrika
2007 - 2008Theory of music Music Theory and Composition 1
Moonstone Business School of Excellence
2021 - 2021RE 5 Financial Planning and Services Passed
Experience
Avatar Global Consult - SA
Jan 2015 - Dec 2015Financial Advisor
Liberty Group South Africa
Jan 2016 - Apr 2022Financial AdvisorLead and manage a diverse portfolio of clients, tailoring financial plans to meet their unique objectives.Conduct thorough financial analyses, risk assessments, and market research to optimize investment strategies.Provide expert advice on retirement planning, tax optimization, and estate planning.Collaborated with clients to develop and implement financial plans aligned with their short and long-term goals.Monitored and adjusted investment portfolios based on market trends and changing financial landscapes. Show less
AtWORK Internet Software Solutions
Apr 2022 - May 2024Sales Representative
Ditto
Jun 2024 - Nov 2024Partnership Manager (Business Development)
LexisNexis South Africa
Nov 2024 - nowAccount Manager
Licenses & Certifications
Re 5
Moonstone Business School of ExcellenceAug 2021
Languages
- enEnglish
- afAfrikaans
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