Kelwin Soans, Acsi Email & Phone Number

Dubai, United Arab Emirates

• Specialize in crafting personalized life strategies to help clients achieve their financial goals and secure their futures.• Assist senior planners in developing and implementing recommendations to ensure clients stay on track to achieve long-term goals while enjoying their present lives.• Enhance organizational efficiency by streamlining and optimizing processes.• Extensive knowledge of investments, platforms, pensions, GIAs, ISAs, Lombard lending, and taxation.• Utilize tools such as FE Analytics, CashCalc, Salesforce, and Excel for daily tasks.

Dubai, United Arab Emirates

• Manage my portfolio of 20 clients, Compile and Monitor Financial Data to prepare customized Monthly reports• Accounting system set up, Bookkeeping, Bank Reconciliation, Inventory Management, Provisions and Depreciation, P&L and Balance Sheet Preparation• VAT Registration & Deregistration, VAT Filing & Refund• Budgeting, Cash Flow Analysis, Payroll, SOP Development, Client Training

United Arab Emirates

• Handled consignment operations of the company• Preparation of P&L, Balance Sheet, Budgets and KPI• Store Inventory Management System• Vendor onboarding, and AML checks• Transactional Auditing

Level 4 Diploma In Investment Advice (Financial Planning & Advice), Financial Planning And Services

Cima & Cgma, Accounting And Finance

Cleared the professional certification in my first attempt

Bachelor Of Commerce - Bcom, Accounting And Finance, 8.6 Cgpa

Graduated First Class with Distinction. Awarded 25% Merit Scholarship

Acca, Accounting And Finance

Part Qualified (10/13 levels cleared)

Business/Commerce, General, 9.1 Cgpa (10 Point Scale)

Graduated First class in school of Accounting, Business, Economics, Marketing, English