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Curriculum Vitae of
Dale Johnson
32 Discovery Road
Bayview, Strandfontein
7798
Tel: 021 393 9457(home)
079 443 4261 (cell)
Email: dale.johnson84@yahoo.co.za
Linkedin Profile: https://za.linkedin.com/pub/dale-johnson/58/670/69b
Personal Information
Date of Birth: 03 February 1984
Nationality: South African Citizen
Identity Number: 8402035193085
Marital Status: Married
Driver’s License: Code 08
Own Vehicle: Yes
Education and Qualification Details
University attended: University of the Western Cape
(2002 – 2006)
Degree: B Com (Law)
Major subjects include: Economics (3rd
year level)
Labour Law
Company Law
Law of Negotiable Instruments
Law of Succession
*Degree has not been completed.
High School attended: Muizenberg High School
(1997 – 2001)
Highest Grade completed: Grade 12
(Matriculation endorsement)
Highlights include: Prefect (2001)
First Team Rugby (2001)
Employment History
1. Liberty Life (August 2012 – Present)
Position held: Financial Advisor
Responsibilities include: - Constructing financial plans for clients
- Providing financial advice to individual clients as well as corporates
- Selling of financial products
- Prospecting for new clients
- Managing my existing clients’ portfolios
Contact person: Neil Dick (Branch Manager)
021 526 1118 (office)
082 373 4151 (cell)
2. The Bed Shop Mitchell’s Plain (May 2012 – July 2012)
Position: Sales Consultant
Responsibilities include: - Day to day running of the store
- Selling of beds and other merchandise to customers
- Liaising with Suppliers
- Ordering of stock
- Handling client complaints
- Daily cashing up and recording of figures
Contact person: Wendy Eadie (Store Owner)
021 674 0722 (office)
084 418 7696 (cell)
• Please note that the above position was a continuation of my position at The Bed Shop Claremont. I was asked to run a brand new store that opened in
May 2012.
3. The Bed Shop Claremont (January 2011 – April 2012)
Position: Sales Consultant
Responsibilities include: - Day to day running of the store
- Selling of beds and other merchandise to customers
- Liaising with Suppliers
- Ordering of stock
- Handling client complaints
- Daily cashing up and recording of figures
Contact person: Wendy Eadie (Store Owner)
021 674 0722 (office)
084 418 7696 (cell)
4. Old Mutual PFA (April 2009 – January 2011)
Position: Personal Financial Advisor
Responsibilities include: - Providing financial advice to various clients
- Selling of financial products
- Prospecting for new clients
- Managing my existing clients’ portfolios
Contact person: Piet van Zyl (Area Manager, Old Mutual PFA Southern Hub)
021 673 2106 (office)
083 407 2493 (cell)
5. The Bed Shop Claremont (December 2007 – March 2009)
Position: Store Manager
Responsibilities include: - Day to day running of the store
- Selling of beds and other merchandise to customers
- Liaising with Suppliers
- Ordering of stock
- Handling client complaints
- Daily cashing up and recording of figures
Contact person: Wendy Eadie (Store Owner)
021 674 0722 (office)
6. The Bed Shop N1 City (February 2007 – November 2007)
Position: Sales Consultant
Responsibilities include: - Selling of beds and other merchandise to customers
- Liaising with customers
- Daily cashing up and recording of figures
Contact Person: Trudi Rothenbuhler (Store Owner/Manager)
021 595 0295 (office)
My Key Skills include:
• Sales and Marketing
• Administration and record-keeping
• Public Speaking
• Organisational ability
• I am also proficient in most components of the Microsoft Office package
Additional Information
• I am accredited for both FAIS and FICA.
• I have completed an NQF5 Higher Certificate in Financial Planning and Wealth Management
• I currently serve as a volunteer with The A21 Campaign, an anti-human trafficking organisation
References
• Daniel Adolf: 061 456 9899
(Operations Manager, Mgebe Security Services)
• Piet van Zyl: 021 673 2106 (office), 083 407 2493 (cell)
(Area Manager, Old Mutual PFA)
• Dr Stafford Petersen: 083 293 6007
(Pastor, Shekinah Full Gospel Church of God)

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Dale Johnson's CV for Financial Advisor Roles

  • 1. Curriculum Vitae of Dale Johnson 32 Discovery Road Bayview, Strandfontein 7798 Tel: 021 393 9457(home) 079 443 4261 (cell) Email: dale.johnson84@yahoo.co.za Linkedin Profile: https://za.linkedin.com/pub/dale-johnson/58/670/69b Personal Information Date of Birth: 03 February 1984 Nationality: South African Citizen Identity Number: 8402035193085 Marital Status: Married Driver’s License: Code 08 Own Vehicle: Yes Education and Qualification Details University attended: University of the Western Cape (2002 – 2006) Degree: B Com (Law) Major subjects include: Economics (3rd year level) Labour Law Company Law Law of Negotiable Instruments Law of Succession *Degree has not been completed. High School attended: Muizenberg High School (1997 – 2001) Highest Grade completed: Grade 12 (Matriculation endorsement) Highlights include: Prefect (2001) First Team Rugby (2001)
  • 2. Employment History 1. Liberty Life (August 2012 – Present) Position held: Financial Advisor Responsibilities include: - Constructing financial plans for clients - Providing financial advice to individual clients as well as corporates - Selling of financial products - Prospecting for new clients - Managing my existing clients’ portfolios Contact person: Neil Dick (Branch Manager) 021 526 1118 (office) 082 373 4151 (cell) 2. The Bed Shop Mitchell’s Plain (May 2012 – July 2012) Position: Sales Consultant Responsibilities include: - Day to day running of the store - Selling of beds and other merchandise to customers - Liaising with Suppliers - Ordering of stock - Handling client complaints - Daily cashing up and recording of figures Contact person: Wendy Eadie (Store Owner) 021 674 0722 (office) 084 418 7696 (cell) • Please note that the above position was a continuation of my position at The Bed Shop Claremont. I was asked to run a brand new store that opened in May 2012. 3. The Bed Shop Claremont (January 2011 – April 2012) Position: Sales Consultant Responsibilities include: - Day to day running of the store - Selling of beds and other merchandise to customers - Liaising with Suppliers - Ordering of stock - Handling client complaints - Daily cashing up and recording of figures Contact person: Wendy Eadie (Store Owner) 021 674 0722 (office) 084 418 7696 (cell)
  • 3. 4. Old Mutual PFA (April 2009 – January 2011) Position: Personal Financial Advisor Responsibilities include: - Providing financial advice to various clients - Selling of financial products - Prospecting for new clients - Managing my existing clients’ portfolios Contact person: Piet van Zyl (Area Manager, Old Mutual PFA Southern Hub) 021 673 2106 (office) 083 407 2493 (cell) 5. The Bed Shop Claremont (December 2007 – March 2009) Position: Store Manager Responsibilities include: - Day to day running of the store - Selling of beds and other merchandise to customers - Liaising with Suppliers - Ordering of stock - Handling client complaints - Daily cashing up and recording of figures Contact person: Wendy Eadie (Store Owner) 021 674 0722 (office) 6. The Bed Shop N1 City (February 2007 – November 2007) Position: Sales Consultant Responsibilities include: - Selling of beds and other merchandise to customers - Liaising with customers - Daily cashing up and recording of figures Contact Person: Trudi Rothenbuhler (Store Owner/Manager) 021 595 0295 (office) My Key Skills include: • Sales and Marketing • Administration and record-keeping • Public Speaking • Organisational ability • I am also proficient in most components of the Microsoft Office package
  • 4. Additional Information • I am accredited for both FAIS and FICA. • I have completed an NQF5 Higher Certificate in Financial Planning and Wealth Management • I currently serve as a volunteer with The A21 Campaign, an anti-human trafficking organisation References • Daniel Adolf: 061 456 9899 (Operations Manager, Mgebe Security Services) • Piet van Zyl: 021 673 2106 (office), 083 407 2493 (cell) (Area Manager, Old Mutual PFA) • Dr Stafford Petersen: 083 293 6007 (Pastor, Shekinah Full Gospel Church of God)