Thabiso Mathelela has experience working in financial advisory, access control, and call center roles. He holds a BCom in internal auditing from the University of Pretoria and has completed occupational training in anti-money laundering, FAIS, TCF, and insurance. Currently he works as a financial adviser at Liberty Group providing guidance to clients on financial goals, products, and planning for retirement.

1. Thabiso Theopholus Mathelela
123 Fairview Village, Lunnon Street, Hillcrest, Pretoria, 0028.
P.O Box 628, Mhluzi , Mpumalanga, 1053.
Telephone: (013) 24 13372(home); 0731767850(Mobile)
Email: diago.t.t@gmail.com
Personal Details:
Driving Licence: Code 8
ID number: 9002155348086
Date of birth: 15/02/1990
Nationality: South African
Home language: isiZulu
Gender: Male
Hobbies: Rugby, Hockey, Soccer, Gym
Educational summary:
Occupational training in: Anti-Money Laundering, Financial Advisory and Intermediary
Services (FAIS), Treating the Customer Fairly (TCF),
Protection of Personal Information Act (POPI) and Basics of
Insurance
Tertiary Education:
Intuition: University Of Pretoria
Conferred: 08/04/2016
Qualification: BCom (Bachelor of Commerce in Internal Auditing)
With majors in Internal Auditing, Financial Accounting and
Financial Management.
Systems: Pastel, Excel, Power Point, C++ (Coding language), Avaya,
PeopleSoft (Oracle), Internet, Email, Campus and CRM
High school Education:
High school: Hoerskool Middelburg
Year of Completion: 2008

2. Certificate Obtained: Matric, National Senior Certificate (OBE) with University
Exemption
(Mathematics, Accounting and Physical sciences)
Work experience:
Financial Adviser: Liberty Group Ltd (2016/06/01-Present)
Duties:
 Provide guidance to clients on short term and long term financial goals.
 Informing clients about products that are available to select from.
 Gathering relevant financial and personal information needed to perform financial
needs analysis on client.
 Prospecting new clients that need financial advice and need assistance in
achieving financial goals.
 Protecting people’s wealth and providing means of growing the wealth they have.
Responsibilities
 Performing financial needs analysis on each client to determine financial needs.
 Structuring life, dread disease and disability cover that is unique to each client
based on information obtained in financial needs analysis.
 Providing tax saving advice to clients.
 Helping clients plan for retirement and ensuring that clients are adequately
covered after retirement.
 Preparing quotes for clients and making sure that they understand all information
that is presented to them.
 Dealing with sensitive and confidential client information.
 Researching clients’ existing policies and providing advice that ensures that
clients do not have any shortfalls in future.
 Performing risk profiles on a clients to determine what the clients’ risk apatite is.
 Understanding the different investment products that are offered and how they
can be used to provide best possible result on returns for clients.
 Advising clients on which investment portfolios to invest in.
 Structuring client’s capital into portfolios that help diversify client’s investments.
Access Control: University of Pretoria (2016/03/07-2016/04/30)
Responsibilities
 Issuing of access cards to students, personnel and contractors of the university
 Issuing of visitors cards to visitors, authorised by university security services
 Capturing vehicle details of persons authorised to park on university premises
 Allocation of parking spaces to tenants
 Capturing student details on CRM for parking at university residences

3.  Signing off on access application documents, authorised and received from
security services
Call Centre Agent: University of Pretoria (2014-2015)
Call Centre Agent: University of Pretoria (2015-2016)
Duties and Responsibilities
 Expected to work with confidential and sensitive student and employee
information pertaining to student finances, academic progress,exclusion,
personal information pertaining to demographics, fees and funding, applications
and residence data.
 Fast paced systems management and navigation with respect to storage and
accessibility
 Student and related academic administration
 Financial administration
 Liaising with parties inside and outside UP
 Assisted with tracking of applications, application status, registration and start of
academic year and course changes
 Interpretation of student financial statements
 Assisted in issuing of student academic records
Promotions: Ultimate Sport Nutrition (USN) (2014)
Criteria & Responsibilities
 Advanced and accumulated product knowledge
 Competitiveness and commercial strategy of USN
 Ability to properly advise and match customers (existing and potential) to
specific products based on their fitness goals.
 Stocktaking and anti-backlog control
 Product display to ensure customer attraction
 Research and investigate products to be presented to prepare for
demonstrations
Sport Accomplishments:
Rugby: (2006/2007) Mpumalanga Provincial team
2008 1st
team rugby
Hockey : (2004/2006) Mpumalanga Provincial team
2007 1st
team Hockey.

4. Extra Activities:
High school:
2008: Class representative
Tertiary:
2009: First year committee, Boekenhout Male Residence
2010: RAG committee (Reach out and Give)
Reference:
Retha Labuschagne: (Supervisor at Client Service Centre, Call centre University of
Pretoria)
Number: 0724320272
Email: retha.labuschagne@up.ac.za
Raphuti Mathekgane: (Supervisor at Client Service Centre, Call centre University of
Pretoria)
Number: 0767197568
Email: raphuti.mathekgane@up.ac.za
Michele le Grange: (Work Colleague at Client Service Centre, Access Control
University of Pretoria)
Number: 012 420 4183
Email: Michele.legrange@up.ac.za