
Timeline
About me
Principal Financial Planner Sanlam Director Masoka Ventures
Education

Financial planning institute of southern africa
2006 - 2009Wealth management certificate financial planning and services wealth management certificateMember of the Institute

Damelin
1983 - 1984Diploma office administration 12Activities and Societies: Completed the course whilst still at school through correspondence.Have another Diploma with the same Institution for Business Administration The first course dealt with general office work and administration.English was offered as the major of the course as well as accounting and introduction to Economics.

University of south africa/universiteit van suid-afrika
1989 - 1992National diploma police administration police administration grade 12 siyamukela high school newcastleActivities and Societies: Currently serving in the Provincial Executive Committee of the Southern African Bus Operators Association SABOA. Chairperson of Siyathemba Primary School Governing Body. Involved in the development of small businesses training SMMEs in Basic Business Management and New Venture Creation Part-time study whilst active in the Police Service
Experience

Saps
Feb 1988 - Oct 1993CaptainBasic police work after graduation in Hammanskraal Police Training College.Advanced Police work including investigation and specialized operations

Independent electoral commission
Jan 1993 - Oct 1994Election officerElection officer entrusted with identification of of voting stations and voter education.General voter registration and verification of voters.Overseeing voting station in collaboration with all relevant stakeholders.Counting and confirming of votes and general administration.

Old mutual south africa
Feb 1996 - Oct 1999Senior financial advisorIntroduction to the industry,initial training in marketing and sales.Advanced investments,retirement planning,life and disability and estate planningIntroduction to personal lines insurance with Mutual & Federal

Sanlam
Feb 2003 - Apr 2010Senior financial advisorSenior Financial Adviser responsible for product sales among others investments,life,disability,employee benefits,retirement annuities and a host of other insurance products

Lmfs brokers
Aug 2014 - nowFinancial adviser responsible for commercial insurance,life,disability and investments.Responsible for identifying business opportunities within companies,SMEs,individuals as well organisationsSenior Financial Adviser with more than 20 years of service in the industry Identifying business opportunities as well as advising and selling of insurance products.Engaging with companies to ensure fair and equal participation in the economy
Senior Business Development Executive
Sept 2014 - nowBusiness Development Executive
Aug 2014 - Aug 2016

Sanlam
Aug 2016 - nowPrincipal Financial Planner and owner of Masoka Ventures with service contract with Sanlam.Responsible for business development marketing sales and administration of the business
Principal Finacial Planner
Feb 2003 - nowPrincipal Financial Planner
Aug 2016 - now
Licenses & Certifications

Solutions for professionals
SanlamJan 2015%20Ltd.webp)
Re
Moonstone information refinery (pty) ltdJul 2013
Wealth management certificate
Financial planning institute of southern africaMar 2009
Volunteer Experience
Chairperson
Issued by Dipaleseng Bus & Truck Forum on Jan 2015
Associated with Sipho NzimandeMember Of The Provincial Executive Mpumalanga
Issued by Southern African Bus Operators Association on Jul 2016
Associated with Sipho NzimandeEnterprise Resources Planning Developer
Issued by Southern African Bus Operators Association - SABOA on Mar 2015
Associated with Sipho NzimandePassenger Transport Chamber Committee Member
Issued by Transport Education Training Authority on Jun 2018
Associated with Sipho NzimandeRoad Passenger Chamber Member
Issued by Transport Education Training Authority on Jan 2018
Associated with Sipho Nzimande
Languages
- enEnglish
- afAfrikaans
- isIsizulu
- isIsixhosa
- seSesotho
- isIsiswati
- isIsindebele
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