Financial Advisor
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I’m an analytical and detail-oriented finance professional with a strong background in economics and data analysis. Passionate about helping people make informed financial decisions, I use tools like Excel, Power BI, and Prospector to turn complex data into clear insights. With experience in both financial advisory and academic roles, I bring a balance of technical skill, strategic thinking, and people-centered communication to every project I take on.
PPS – Graduate Advisor (Mar 2025 – Present)
Provide financial planning services to graduates and professionals, using Financial
Needs Analysis to assess shortfalls of the client and suitable recommend solutions.
Conduct on-campus presentations, simplifying complex financial and economic concepts into actionable insights.
Collaborate with colleagues to identify process improvement opportunities.
Achieved 84% of my year-end target and 64% of my API target within 6 months of joining.Certification: Class of Business Long Term Insurance, Investment, Compliance,
Treating Customers Fairly. 7.5 CPD points.
Skills gained: Advanced use of Power BI, Microsoft Excel, and Prospector for financial and data analysis
·Rosebank College – Contract Lecturer (Feb 2024 – Mar 2025)
Delivered Quantitative Analysis modules with a focus on data analysis, modelling, and problem-solving.
Collected, organised, and analysed student performance data to inform teaching practices.
Prepared reports and presentations highlighting academic trends and outcomes.
Developed curriculum material aligned with best practices in data analysis and statistical methods.
Achieved a 98% module success rate in 2024.
·Nelson Mandela University – Assistant Lecturer (Feb 2024 – Dec 2024)
Taught Introduction to Economics and Labour Economics, emphasising data-driven insights into economic and labour market trends.
Supervised Advanced Diploma students research projects, guiding them in data collection, modelling, and statistical analysis.
Developed and marked assessments, providing structured feedback to enhance research and analytical skills.
