Berté Le Roux Cfp®, Cert Cii (Fs) Email & Phone Number

Wellington, England, United Kingdom

Durbanville, Western Cape, South Africa

The role of a Certified Financial Planner® is to assess/analyse a client's current financial position, taking into consideration their future goals and current needs; advise; then present/recommend and if required set up the most appropriate insurance and investment vehicles to meet those specific needs and goals. It is also a financial planner's responsibility to assist the client in reviewing/monitoring the financial plan and making appropriate adjustments as required (especially given sudden changes in a client's circumstances). I started employment as a Personal Financial Adviser for Old Mutual on the 1st of April 2010. My employment with Old Mutual Personal Finance ended on 31st of December 2022 due to my migration to the United Kingdom.I have acquired the following service and solution accreditation and skills via the Old Mutual Training Modules and Courses:Solution Accreditation:Old Mutual Greenlight (Risk Insurance Products for death/disability and dread disease)Old Mutual Protect (Risk Insurance Products for death/disability and dread disease)Old Mutual Max InvestmentsOld Mutual Flexi (Discontinued Risk Insurance Products)Old Mutual Investment Horizons (Discontinued Investment Products)Old Mutual Unit TrustsOld Mutual WealthOld Mutual International Portfolio+Old Mutual Insure (formerly Mutual and Federal) Personal and Commercial Lines (Short Term Insurance)Taking instructions on a Will.I was also part of a General Practice of Financial Advisers with Old Mutual called the Van Der Riel and Associates General Practice. My role in the practice, other than managing my own existing practice was to provide support to the Principal and other Associates of the practice via referrals for specialised advice, compliance checking of Client Advice Records and applications/admin documents, as well as preparing presentations and public speaking roles. Our presentations specifically assisted Government Employees Pension Fund (GEPF - RSA) members.

The duties of my posting as temporary administrative official were as follows:-Basic office administration-Basic accounting (noting income and expenditures)-Basic office communication (answering phones, receiving faxes and redirecting calls)-Basic computer maintenance (both hardware and software)-Office hygiene and cleanliness

Certificate In Financial Services (General Route) (Level 3), Financial Services, Modules: Ro1, 87% ; Lp2, 86%

The Certificate in Financial Services (General Route) (level 3) consists of modules R01 – Financial services, regulation & ethics; as well.

Post Graduate Diploma In Financial Planning, Financial Planning

The diploma consisted of the following modules: 1. Financial Planning Environment 2. Personal Financial Planning 3. Corporate Financial.

Hons Bcom, Strategic And Innovation Management

The main modules of my course included: -Managing Innovation and Breakthrough Ideas -Advanced Strategic Management -Advanced Short-term.

Bcom, Investment Management

The final year modules of the course: -Introduction to Investment Management -Fixed Income Securities -Property Investment Management.

Education record