Llewellyn Ferreira

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I am a highly driven and curious individual committed to deepening my understanding of the finance and investment management industry. I strongly believe one can continuously improve oneself, both physically, mentally, and intellectually.

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Afrikaanse Hoër Seunskool Pretoria

NSC. National Senior Certificate | 2021

Top 10 academic achievers in Matric and Grade 11

Mathematics

88.00 %

Accounting

93.00 %

Sciences (Physics and Chemistry)

89.00 %

Life Orientation

81.00 %

Computer Applications Technology (CAT)

85.00 %

Afrikaans Home Language

83.00 %

English (FAL)

87.00 %

Subject

Mark %

Subject

Mark %

Work Experience.

Entering the working world.

Paraplanner Intern

Paraplanner

Crue Invest Pinelands

2025-1-12 - 2025-1-26

During my two-week internship, I gained invaluable experience in understanding the operations of an independent financial services company. My responsibilities included:
• Learning the process of creating comprehensive financial plans for new clients.
• Performing retirement calculations tailored to individual client needs.
• Observing client interactions with financial advisors.
• Drafting and sending client communications regarding their investment portfolios.
• Assisting in constructing portfolio allocations using Wealth Explorer tools.

BredFin Consult Bellville

2025-4-30 - Present

I am a paraplanner for a financial adviser. I help him with day-to-day tasks and client engagements about their investments and financial plans.

University Academic.

Undergraduate Degree

University of Stellenbosch

Bcom Investment Management

Academic Average: 67.50%

Graduation Date: 2024-12-10

Award Info Undergraduate

Postgraduate Degree

University of Stellenbosch

Bcom Honours Financial Analysis

Academic Average: 0.00%

Graduation Date: 2025-12-9

Award Info Postgraduate

Masters Degree

Masters University

Masters Degree Name

Mark %

Graduation Date

Award Info Masters

Documents.

Need some more info? Feel free to download my documents below.

Matric
Certificate.

University
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