Calvin Madondo
Financial Advisor
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About
I have over 10 years' sales experience within the Telecommunications environment. I am excited that I have started a new career path in Financial services. I am committed to helping individuals and businesses make informed financial decisions. My focus is on providing tailored solutions to support long-term & short-term financial solutions. I look forward to building trusted relationships and guiding my clients on their financial journeys.
Experience
Financial Advisor (5268680) at Sanlam Life Insurance (2759) (2025-05 – Present)
- Financial Planning & Analysis: Assessing client assets, liabilities, cash flow, and financial goals to create long-term plans.
- Investment Advisory: Recommending suitable investment vehicles (unit trusts, tax-free savings) based on risk appetite.
- Risk Management & Insurance: Identifying risks and providing solutions such as life, disability, and short-term insurance.
- Retirement & Estate Planning: Assisting with wealth accumulation and structure for efficient transfer, including retirement fund advice.
- Compliance (FAIS Act): Ensuring all advice complies with the Financial Advisory and Intermediary Services (FAIS) Act, which includes being "fit and proper" (honest, experienced, and qualified).
- Client Relationship Management: Educating clients, reviewing portfolios periodically, and conducting Financial Wellness Events
Carrier Business Manager at China Telecoms (Middle East & Africa) (2024-06 – 2025-01)
New Business Development Manager at Vox Telecoms Head Office, JHB (2023-02 – 2024-04)
New Business Sales Executive at Cell C, Head Office, JHB (2019-01 – 2021-08)
Account Manager (MTN) at EOH, JHB (2018-05 – 2018-12)
Virtual Sales Accounts Manager at MTN, Head Office, H/O (2017-04 – 2017-10)
Sales Team Manager at MTN, Head Office, H/O (2017-10 – 2018-05)
Education
Higher Certificate In Short Term Insurance (NQ5) in Short Term Insurance – Milpark Education (2025)
RE 5 Certificate (2025)
Bcom Risk & Compliance (NQ7) in Risk & Compliance – Milpark Education