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Thamsanqa Mgxanga
Hello
I'm
I'm an aspiring CA(SA) and hoping to be the impact player you are looking for.

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Get to know me.
Dive into the detail. Check out my journey so far.
High School
University
Experience
Academic.
Leadership
Sport.
Cultural.
Outreach.
Awards.
Other.
The Glen High School
NSC. National Senior Certificate | 2018
Subject
English Home Language
53.00 %
Accounting
60.00 %
Consumer Studies
57.00 %
Life Orientation
63.00 %
Afrikaans (FAL)
42.00 %
Mathematics
34.00 %
Business Studies
40.00 %
Subject
Mark %
Subject
Mark %
School Cultural.
Not applicable for this candidate.
Cultural Area 1
Level achieved 1
Description sport 1
Cultural Area 2
Level achieved 2
Description sport 2
School Sport.
Not applicable for this candidate.
Sport 1
Level achieved 1
Description sport 1
Sport 2
Level achieved 2
Description sport 2
School Outreach.
Not applicable for this candidate.
Outreach Area 1
Description outreach 1
Outreach Area 2
Description outreach 2
School Awards.
Not applicable for this candidate.
Award 1
Description award 1
Award 2
Description award 2
Other Things to Note.
Not applicable for this candidate.
Description award 2
School Leadership.
Not applicable for this candidate.
Leadership 1
Award achieved 1
Description leadership 1
Leadership 2
Description leadership 2
Award achieved 2
Experience.
Business.
Courses.
Languages.
Skills.
Other.
Work Experience.
Entering the working world.
Financial Advisor
Company Role
Liberty Group
2023-10-31 - Present
Tasks:
Client Needs Analysis: Conduct in-depth interviews to understand clients' financial situation, risk tolerance, investment goals, and retirement plans.
Financial Planning & Recommendations: Develop personalized financial plans, including asset allocation strategies, investment recommendations, retirement planning strategies, and risk management solutions.
Product Selection & Implementation: Recommend suitable Liberty investment products and services based on the client's financial profile and goals. Assist with account opening and ensure proper investment implementation.
Client Communication & Review: Maintain regular communication with clients, provide investment updates, and review progress towards their financial goals. Address any client concerns and adjust plans as needed.
Market Research & Analysis: Stay updated on current market trends, economic conditions, and new investment opportunities to inform client recommendations.
Maintaining Regulatory Compliance: Ensure all activities comply with relevant financial regulations and Liberty's internal policies.
Key Learning Areas:
Financial Planning Principles: Gain a thorough understanding of financial planning principles, including risk management, asset allocation, retirement planning, tax strategies, and estate planning.
Investment Analysis: Learn how to analyze various investment options (stocks, bonds, mutual funds) and assess their suitability for different client profiles.
Financial Products & Services: Develop in-depth knowledge of Liberty's investment products and services to best match them with client needs.
Regulatory Compliance: Understand and adhere to all relevant financial regulations and industry best practices.
Client Communication Skills: Develop strong communication skills to build trust, gather client information effectively, and explain complex financial concepts in clear and concise language.
Soft Skills Learned:
Communication: Active listening, clear explanation, building rapport
Interpersonal Skills: Building trust, empathy, problem-solving
Relationship Management: Building and maintaining long-term client relationships
Hard Skills Learned:
Financial Analysis: Ability to analyze financial statements, assess risk, and perform investment calculations.
Financial Modeling: Using financial modeling tools to create financial plans and projections.
Product Knowledge: Deep understanding of various investment products and their features.
Technology Skills: Proficiency in financial planning software and client relationship management (CRM) tools.
Company Name
Date
Description
Courses Completed.
Not applicable for this candidate.
Course Name 3
Course Name 2
Course Name 1
Course Provider
Date Completed
Course Provider
Date Completed
Course Provider
Date Completed
Mark
Description
Mark
Description
Mark
Description
Entrepreneurial Pursuits.
Not applicable for this candidate.
Company Name
Industry
Date
Description
Languages.
Not applicable for this candidate.
Language 1
Proficiency 1
Language 2
Proficiency 2
Language 3
Proficiency 3
Skills.
Not applicable for this candidate.
Skill 1
Proficiency 1
Skill 2
Proficiency 2
Skill 3
Proficiency 3
Other Things to Note.
Not applicable for this candidate.
Description
Academic.
Leadership.
Sport.
Cultural.
Outreach.
Awards.
Other.
University Academic.
Undergraduate Degree
Other
Bachelor of Commerce
Academic Average: 65.00%
Graduation Date: 2024-5-8
I received an invitation to join the Golden Key International Honour Society! This prestigious organisation recognises academic excellence and leadership potential among college and university students.
Postgraduate Degree
Mark %
Graduation Date
Award Info Postgraduate
Masters Degree
Masters University
Masters Degree Name
Mark %
Graduation Date
Award Info Masters
University Cultural.
Not applicable for this candidate.
Cultural Area 1
Level achieved 1
Description sport 1
Cultural Area 2
Level achieved 2
Description sport 2
University Sport.
Not applicable for this candidate.
Sport 1
Level achieved 1
Description sport 1
Sport 2
Level achieved 2
Description sport 2
University Outreach.
Not applicable for this candidate.
Outreach Area 1
Outreach Area 2
Description outreach 1
Description outreach 2
University Awards.
Not applicable for this candidate.
Award 1
Award 2
Description award 1
Description award 2
Other Things to Note.
Not applicable for this candidate.
Description other
University Leadership.
Not applicable for this candidate.
Leadership 1
Description leadership 1
Award achieved 1
Leadership 2
Award achieved 2
Description leadership 2
Documents.
Need some more info? Feel free to download my documents below.
Matric
Certificate.
University
Transcript.
Feedback 2
Feedack (A)
Feedback.
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