Curriculum

Vitae: -

Wade van Zyl

CURRICULUM VITAE

Personal Details

FULL NAME: Arthur Wade van Zyl

DATE OF BIRTH: 30/09/1997

IDENTITY NUMBER: 970-***-**** 082

RELIGION: Practicing Christian at NPMC

NATIONALITY: South African

HOME LANGUAGE: English

ADDITIONAL LANGUAGE: Afrikaans

MARITAL STATUS: Single

DEPENDANTS: 0

RESIDENTIAL ADDRESS: 12 Springfield Road

Charlo

Port Elizabeth

6045

CONTACT DETAILS: adjqpe@r.postjobfree.com

084-***-****: - Mobile

ACADEMIC QUALIFICATIONS

1. Pearson High School

Matric Certificate (2015)

Subjects: English First Language

Afrikaans Second Language

Mathematics Literacy

History

Biology

Business

Life Orientation

WORK EXPERIENCE

1. Major Tech PE

1.1.1. Temporary job- Sales

1.1.2. Worked for Mr. B Barkhuizen (082-***-****)

1.1.3. Duties

1.1.4. Customer relations and queries

1.1.5. Key attributes and competencies

1.1.6. Communication skills

1.1.7. Product knowledge

2. MLN Grounds Management (UK)

2.1.1. Grounds Maintenance and management

2.1.2. M Nixon (078**-******)

2.1.3. Duties

2.1.4. Grounds management

2.1.5. General repairs

2.1.6. Key attributes and competencies

2.1.7. Teamwork

2.1.8. Competent with machinery

3. Three Oaks Capital

3.1.1. Financial Planning intern (October 2016- April 2017) 3.1.2. Marco van Zyl (082-***-****)

3.1.3. Duties

3.1.4. Preparing client portfolios

3.1.5. Assisting in Life cover applications

3.1.6. Life cover comparisons

3.1.7. General client queries and liaisons

3.1.8. Key attributes and competencies

3.1.9. Competent with Xplan software

3.1.10. Client interaction and liaison

3.1.11. Navigating product providers websites

4. Youth cricket academy

4.1.1. Coach (Aug 2018 Dec 2018)

4.1.2. Duties

4.1.3. Cricket coach

4.1.4. Managed the youth festival

4.1.5. Key attributes and competencies

4.1.6. Level 1 coaching certificate

4.1.7. People management

5. NFB Private Wealth

5.1.1.1. Financial Planning Intern (April 2018- June 2019) 5.1.1.2. Representative under supervision (July 2019 To date) 5.1.1.3. Marco van Zyl (082-***-****)

5.1.2. Duties

5.1.3. Prepare client portfolios

5.1.4. Investment proposals

5.1.5. Life cover proposals

5.1.6. Retirement planning

5.1.7. Financial needs analysis

5.1.8. Client meetings

5.1.9. Estate planning

5.1.10. Key attributes and competencies

5.1.11. Competent with Elite wealth an Xplan

5.1.12. Navigating product providers website

5.1.13. Client meetings

5.1.14. Product specific training of providers

5.1.15. Class of business qualification

5.1.16. Communication

5.1.17. Teamwork

5.1.18. Client liaison

6. Discovery Consulting Services

6.1.1.1. Business Consultant (May 2020- Current)

6.1.1.2. Ryan Mortlock (082-***-****) & Alex Grunewald (082-***-****) 6.1.2. Duties

6.1.3. Consultancy work on the following:

6.1.3.1. Life Products

6.1.3.2. Investments

6.1.3.3. Health

6.1.3.4. Insurance

6.1.4. Key attributes and competencies

6.1.5. Client/Financial advisor meetings

6.1.6. Class of business qualification

6.1.7. Communication

6.1.8. Teamwork

6.1.9. Client liaison

6.1.10. Planning

7. Milpark Education

7.1.1.1. I am currently studying a Bachelor's degree in Financial Planning through Milpark. This should be completed by the end of 2021. Kindly see my results attached for your reference.

EXTRA-MURAL ACTIVITIES AND LEADERSHIP POSITIONS

Cricket: Pearson High School

Vice-Captain 2014-2015

PECC

Hockey Pearson High School

Vice-captain 2015

Pearson High School Prefect in 2015

TESTIMONIALS

Mr L BUBB: PHS deputy principal

Summary

I have always enjoyed being in a social environment where I am able to interact and create relationships with new people. I therefore have enjoyed my time sent in the financial industry thus far.

I first started working in the financial industry when I interned at Three Oaks Capital In 2016. I was, however, given the opportunity to pursue playing cricket in the UK for 6 months. Once my time in the UK came to an end, I moved back to South Africa and started coaching cricket. I was then able to re-join Three Oaks (Changed to NFB PE) in April 2018 where I was given the opportunity to intern and gain more experience in the financial industry.

I am currently a business consultant working for Discovery Consulting Services. I have a panel of financial advisors which i look after on a daily basis. I have completed the Discovery academy as well as the class of business for the following categories:

1. Pension fund benefits

2. Long and short-term deposits

3. Investments

4. Structured deposits

5. Long-term insurance

6. Health

7. Short term insurance

In the near future, I will also be required to write the Regulatory exams. I am also currently in the process of studying towards a Bcom Financial Planning degree with Milpark education. I have thoroughly enjoyed my experience in the financial and business sectors thus far, and I am excited to gain more experience in these fields.

*Form. = formative assessment including assignments and tests. Sum. = summative assessment, including exams, case studies, POEs and dissertations. Statement of Results

Arthur Wade van Zyl

12 Springfield road

Charlo

Port Elizabeth

Personal Details:

Surname Firstname(s) Student Number ID Number

van Zyl Arthur Wade MI0253705 970**********

Academic Details:

04 Jan 2021

Please note:

Bachelor of Commerce (NQF Level 7) SAQA no. 90509

Programme: Bachelor of Commerce (714) - Financial Planning Expiry Date: 2027/12/31 Code Module Exam Date Form.* Sum.* Final Result

First Year Modules

ACCP02-5 Principles of Accounting 201*-**-**-**-** 78 DISTINCTION AFAC02-6 Applied Financial Accounting 201*-**-**-**-** 91 DISTINCTION BLAW1B-6 Business Law 201*-**-**-**-** 80 DISTINCTION BNUM01-5 Business Numeracy 201*-**-**-**-*-** PASS INBM02-5 Introduction to Business Management 201*-**-**-**-** 82 DISTINCTION INDBS1-5 Induction to Business Studies 201*-**-**-**-*-** DISTINCTION PMIC02-5 Principles of Micro-economics 201*-**-**-**-** 92 DISTINCTION POME02-6 Principles of Macroeconomics 201*-**-**-**-** 78 DISTINCTION RIPL01-5 Retirement and Investment Planning 202*-**-**-**-** 87 DISTINCTION RPLA02-5 Risk Planning 202*-**-**-**-** 83 DISTINCTION Programme: Bachelor of Commerce (714) - Financial Planning Expiry Date: 2027/12/31 Second Year Modules

INME02-6 Intermediate Macroeconomics 202*-**-**-**-** 89 DISTINCTION LEGA01-6 Legal Aspects of Financial Planning 202*-**-**-**-** 76 DISTINCTION MLED02-6 Management and Leadership 202*-**-**-**-** 97 DISTINCTION PMAR01-6 Marketing Management Practice 202*-**-**-**-** 72 PASS Class 9

Programme: Online Short Course: Health Services Benefits (Class of Business)

Expiry Date: 2021/12/31

Code Module Exam Date Form.* Sum.* Final Result

HSBEN1-OS Health Services Benefits (7 Points) 202*-**-**-**-** DISTINCTION Class 1

Programme: Online Short Course: Short-term Personal Lines (Class of Business)

Expiry Date: 2021/12/31

Code Module Exam Date Form.* Sum.* Final Result

STIPL1-OS Short-term Insurance: Personal Lines (6 Points) 202*-**-**-**-** PASS The language of instruction is taught and assessed, in ENGLISH. Please ensure all your personal and academic details are correct as this information will be used for certification purposes on completion of your qualification. DNS - Did not submit formative assessment, DNW - Did not write formative/summative assessment, E - Exemption, FAIL-FORM/SUMM - Subminimum in formative/summative assessment not obtained.

970**********

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