Experience

  • Personal Financial Advisor

    at Old Mutual Life Assurance (Pty) Ltd

    May 2018 - December 2018

    Province of KwaZulu-Natal

    Identification & procurement of sustainable client bases. Scheduling appointments & conducting meetings in a professional manner. Data capturing & information gathering. Quantify financial shortfalls by performing a needs analysis & recommend solutions to help clients achieve their goals. Negotiate financial product structure based on a needs analysis. Ensure compliance as well as fit & proper advice dispensed in terms of FAIS and FICA. Possess an in-depth knowledge of Old Mutual products. Research & analyze financial products of competitors in comparison with Old Mutual. Attend product training & complete accreditation's. Liaising with head office departments, medical personnel, superiors, marketing, clients & colleagues. Coordinate public events/seminars to inform groups/individuals about personal finance. Safe-keeping of accurate client records. Provide intermediary services to existing clients. Constantly review client portfolios & provide updates.

  • Accounting Clerk

    at Nkonki KZN

    January 2017 - October 2017

    Province of KwaZulu-Natal

    • Monthly vat calculations & submissions. • Monthly PAYE calculations, submissions. • Preparation of monthly management accounts & processing of month end journals up to trial balance. • Drafting of financial statements for individuals & companies, preparation of supporting schedules & compilation of accounting files. • Processing of bank statements (data capturing) & reconciliations. • Calculation of annual salary increases, reconciling annual equivalents of PAYE taxes, calculation & preparation of IT(3)a, IRP5 certificates, EMP 501 reconciliations & submissions. • Statements of assets and liability analysis, capital reconciliations. • Tax computations, completion of tax returns for companies, trusts & individuals & submissions, attending to SARS queries. • Invoicing of suppliers and customers on Sage Accounting Pastel Partner. • Agreeing creditors and debtors statements to debtors & creditors listings. • Secretarial Duties • Administrative duties

  • Accounting and Audit Clerk

    at A2A Kopano Inc. Chartered Accountants and Registered Auditors

    January 2016 - December 2016

    Province of KwaZulu-Natal

    ACCOUNTING EXPERIENCE: • Experience has been gained in the following industries: - Manufacturing, retail & wholesale industries - Trusts & individuals - Property companies • Processing of bank statements (data capturing) & bank reconciliations. • Passing of journal entries up to trial balance. • Administrative & secretarial duties AUDIT EXPERIENCE: • Liaising with client staff & senior management. • Documenting of the client’s account & internal control systems & tailoring of various audit programs accordingly. • Expense, revenue, credit and debit note, cheque cut-off and subsequent events testing. • Testing of assertions applied. • Stock & turnover audits. TAXATION • Computation of tax liability for companies & individuals. • Completion of company, trust & individual tax returns. • Resolution of taxation queries & communication with the relevant taxation authorities.

Education

  • Short-Term Insurance (Personal Lines)

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Short-Term Insurance (Commercial Lines)

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Long-Term Insurance Products and Sub-Class 7.9 (Retail Pension Funds)

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Pension Fund Benefits

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Basic Investment Principles

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Collective Investments and Sub-Classes

    at Integrity Academy

    2019 - 2019 (1 year) Province of KwaZulu-Natal

  • Bachelor of Commerce in Accounting

    at Damelin

    2014 - 2017 (3 years) Province of KwaZulu-Natal

Languages

  • English Native

  • Afrikaans Elementary

  • Zulu Elementary

Hives