Investment Specialist
Discovery Holdings
Total years of experience :40 years, 4 Months
Business partner to selected Wealth Managers and Broker Consultants. Provide guidance in product selection, portfolio structuring, fund selection and readjusting of existing portfolios.
Business partner to selected Wealth Managers and Broker Consultants. Provide guidance in product selection, portfolio structuring, fund selection and readjusting of existing portfolios.
Business partner to selected Wealth Managers and Broker Consultants. Provide guidance in product selection, portfolio structuring, fund selection and readjusting of existing portfolios.
BUSINESS CONSULTING, Pretoria Managing Director, 2012 - Present
Establish an International Business network for International trading in steel and building related commodities. Formulating Strategic Direction, Business Development, Facilitation and Contract Negotiations. Process design (Makoya Supply Chain Management - Delivering coal to Camden Power Station), Currently operating in South Africa, Namibia, Tanzania and Malawi. Trading as Wisemansbridge and Verdino respectively (www.wisemansbridge.net)
Establish a new investment franchise in Pretoria. I was responsible for total management function. The franchise renders distribution services to the Independent Financial Advisers. Discovery changed the business model and the franchise had to adjust to a multi-functional distribution outlet of all financial services. These included short term, long term insurance, investments and health products.
Assist Independent Financial Advisors, Standard Bank Financial Advisers and Private Bankers to structure risk aligned portfolios, prepare presentations and actively participated with the advisor during the sales process within the high network segment. Train Financial Advisers to ensure the correct application and understanding of the financial instruments. Position the selection of STANLIB in house and Franklin Templeton Offshore Funds during the process of fund selection. STANLIB provided a Collective Investment Platform with a variety of Fund Managers’ funds to select from. My responsibility was firstly to position the STANLIB Collective Investment Platform and secondly to assist the advisers in the portfolio structuring or rebalancing of the existing portfolio either to match the individual risk profile or the investment strategy.
ORGANISATIONAL DEVELOPMENT Head of Aviation Psychology, 1994 -1996
Planning, conducting and managing organisational development/Change Management projects in the South Africa Air Force (including organisational diagnosis, intervention and programme management); developing and presenting course material for Negotiation Skills at Senior Staff Course level. (intra- and interpersonal awareness, facilitation skills, organisational development and action research theory, strategic management, practical application); Facilitating strategic work sessions and team-building interventions. Aviation related Assessment centres; profiling; specialist training; organisational development; team-building interventions. Planning, conducting and managing assessment centre for Pilot selection. Trainer of Transformational Leadership. Member of South African Air Force Aviation Safety Board as Human Factor Specialist.
MILITARY PRACTITIONER, Pretoria/Namibia Personnel and Finance Coordinator, 1976-1993
Management of an Operational Air Force Base, Including all functions of Personnel, Finance, Facility, Safety and Operational Management
University of South Africa, Pretoria, 1996 University of Stellenbosch, 1993 HONOURS DEGREE in Commerce: I/O Psychology BACHELOR'S DEGREE in Military Science: Humanities
