Financial Advisor at Old Mutual (2025-11 – Present)
Providing financial advice in line with FAIS Act requirements and regulatory compliance
- Provided financial advice in line with FAIS Act requirements, ensuring client suitability and regulatory compliance
- Conducted needs analyses and risk profiling for clients
- Maintained accurate client records and compliance documentation
- Ensured adherence to internal compliance frameworks and regulatory standards
- Built and maintained long-term professional client relationships
- Collaborated with compliance and operational teams to ensure governance standards were met
Young Professional Financial Advisor at Metropolitan (2022-06 – 2023-06)
Provided financial advisory services with focus on regulatory compliance and client relationship management
- Provided financial advice in line with FAIS Act requirements, ensuring client suitability and regulatory compliance
- Conducted needs analyses and risk profiling for clients
- Maintained accurate client records and compliance documentation
- Ensured adherence to internal compliance frameworks and regulatory standards
- Built and maintained long-term professional client relationships
- Collaborated with compliance and operational teams to ensure governance standards were met
Financial Advisor at Morebo Group (2021-05 – 2021-08)
Provided financial advisory services with focus on FAIS compliance and client profiling
- Provided financial advice in line with FAIS Act requirements, ensuring client suitability and regulatory compliance
- Conducted needs analyses and risk profiling for clients
- Maintained accurate client records and compliance documentation
- Ensured adherence to internal compliance frameworks and regulatory standards
- Built and maintained long-term professional client relationships
- Collaborated with compliance and operational teams to ensure governance standards were met
Relationship Consultant at Metropolitan (2024-03 – 2024-07)
Managed client portfolios and delivered professional client service with regulatory compliance focus
- Managed client portfolios and acted as primary point of contact
- Delivered professional client service while ensuring regulatory compliance
- Assisted clients with product queries, onboarding, and documentation
- Ensured all interactions complied with internal policies and industry regulations
- Strengthened client trust through ethical and transparent engagement
Legal Officer at Khanyisa Mogale Attorneys (2020-05 – 2020-08)
Provided legal support on compliance, governance, and contractual matters
- Assisted with legal research, drafting, and review of legal documents
- Provided legal support on compliance, governance, and contractual matters
- Ensured adherence to applicable legislation and internal policies
- Assisted in the preparation of reports and legal opinions
- Liaised with internal and external stakeholders on legal issues
Candidate Attorney at Makinta Attorneys (2017-04 – 2019-04)
Conducted legal research, drafting, and provided litigation support
- Conducted legal research and drafted pleadings, contracts, and correspondence
- Assisted in case preparation and file management
- Attended court proceedings and client consultations
- Gained exposure to compliance, litigation, and corporate legal work
- Developed a strong understanding of professional ethics and legal procedure
In-Service Trainee at Motalane Kgariya Inc (2016-05 – 2016-05)
Seasonal legal work providing research and administrative support
- Conducted legal research and drafted pleadings, contracts, and correspondence
- Assisted in case preparation and file management
- Attended court proceedings and client consultations
- Gained exposure to compliance, litigation, and corporate legal work
- Developed a strong understanding of professional ethics and legal procedure
