Deogracious Maila

Client-focused Financial Advisor with over five years of experience delivering financial planning, client relationship management, administration, and regulatory compliance. Skilled in financial products, customer service, record management, and data capturing. Recognized for professionalism, integrity, communication, and providing tailored financial solutions that help clients achieve long-term financial goals.

Salaried Financial Advisor - Old Mutual - Pretoria

(2021-03)

• Advise clients on financial products, investments, and long-term financial planning.
• Build and maintain strong client relationships through professional customer service.
• Capture, update, and manage accurate client information and financial records.
• Ensure compliance with company policies, FAIS regulations, and industry standards.
• Perform administrative duties supporting daily business operations.
• Deliver personalised financial solutions aligned with clients' financial objectives.

NQF Level 5 - Financial Products - Milpark Education (2025-12)

Grade 12 - Botes-Botse High School (2009)