Sanlam has a 95 year heritage and track record with the people of South Africa. At Sanlam Investments, we stand for improving lives. We protect and grow wealth in a sustained manner through our prudent investment approach. We deliver the best possible results to all stakeholders over the long-term and do this better than anyone else. Our solid and stable performance speaks for itself. Sanlam Investments - The Leader in Wealth Creation

LM Investment Management Ltd (LM) is a privately owned, Australian specialist fund manager providing the global pathway to Australian investment solutions. We operate internationally from offices in the world's leading financial districts on the Gold Coast and in Sydney Australia, Hong Kong, London, Dubai, Auckland, Johannesburg, Bangkok and Queenstown. LM is registered with the Australian Securities and Investments Commission (ASIC) as a Responsible Entity and Australian Financial Services Licensee. Our products are distributed and available for investment only via an independent global client network of financial advisers and intermediaries. The global appeal of our funds has seen us grow to enjoy an established presence in the financial services markets throughout Australia, Asia, the Middle East, United Kingdom, United States of America, South Africa, Europe and New Zealand. We hold global relationships with respected market leaders to enhance the continued expansion of our business, distributing niche Australian investment products worldwide. As an unlisted public company, LM is 100 per cent Australian owned, with approximately AUD1 billion in assets under management. The LM income funds invest in property related assets within Australia's diverse, expansive and resilient property markets. We are recognised as a professional and specialist lending institution across Australia's business and property sectors. The depth, knowledge and experience of our inhouse property asset management team, alongside our collaborative and proactive approach to asset selection and management often results in repeat business from listed and unlisted multinationals, as well as Australian property companies.

Responsible for the North West, Limpopo, Mpumalanga and Pretoria regions. Managing a team consisting of a consultant and client liaison officer. Responsibilities included servicing and sales within the different networks of Standard Bank.I distributed the following products:Offshore banking solutionsStructured ProductsFunds (Offshore unit trusts)Asset Management (Advisory Portfolios and Discretionery Portfolios)Fiduciary (Trust and Company structures)

A planner at Absa Acturies and Consultants. Giving advice predominatly on post retirment planning but also offered a full financial planning service which included risk planning and investments.

Role was to increase sales within the Absa Investment range.The following product were distributed:AIMS (LISP)Absa Unit trustsAbsa StockbrokingAbsa Participation BondsBuilt good realtionships with clients and maintain them. Increased sale by over 120%.

M Cubed were looking to grow their business and I was brought into the business to service existing clients (independent financial planners) and increase M Cubed market share in this segment. We implemented a sound strategy based on service and client retention. I achieved a huge amount of success by bringing new customers to the business and increased existing customer support through a CRM strategy.Duties and Responsibilities-Marketing m Cubed products (Life Product, Unit Trusts and International Structures)-Keeping abreast of competitors products.-Become part of the brokers business and create a partnership with them.-Increase the company’s foot print in the market- Provide solutions to brokers for their client’s financial needs

This was my first job and I was appointed as a trainee consultant. I was sent through intensive administration and sales training by Old Mutual. During my training I attended the following workshops:- Comprehensive Product workshops- Broker Consultants Seminar- Microsoft Excel, Word and Internet experience- Relationship Marketing Workshop - Legal and Technical training