Download PDF

Summary

My best value proposition is that I bring intense passion and unquestionable motivation to any team I am part of. Placed on a results-oriented team, I perform and expect only the best of myself and others.

Professional Objective and Aspirations

  • I believe life is a continuous learning curve therefore the need to further expand ones knowledge and education is crucial.
  • I would ultimately like to be a CFA charter holder.
  • The finance industry is a constantly and rapidly changing environment, therefore flexibility and the ability to adapt are essential qualities to possess.  

Personal Interests

Being afforded the opportunity to participate in various sports from a young age taught to me to live a well balanced life between academics, social life and sports. I quickly learned that time management is an integral part of our daily lives. 

I also enjoy the following:

  • Mountain biking
  • Trail Running
  • Golf 

Work History

Oct 16present

Consultant - Corporate Finance - Valuations & Business Modeling 

Deloitte South Africa

I am involved in the following valuation engagements as a team member, which include:

  • Valuation for transaction advisory;
  • Indicative valuations;
  • Valuation reviews for financial reporting; and
  • Fairness opinions.
  • Intangible asset valuation

We use generally accepted valuation principles and methodologies (income, market, and cost approach) to perform the aforementioned engagements. 

We also support the audit service line with the following engagement natures: 

  • Impairment Testing;
  • Discount Rate Review/Determination (Weighted Average Cost of Capital); and
  • IFRS 3 - Business Combinations, Purchase Price Allocation Reviews.

In most cases our engagements require in depth sector, company and market research where I leverage off my knowledge gained as an equity analyst.

Our clients are private as well as listed public companies. To date I had the opportunity to work on engagements which cover the following sectors:

  • Consumer & Industrial;
  • Financial Services;
  • Mining;
  • Private Equity;
  • Technology &Telecom; and
  • Oil & Gas.

Our deliverable is usually a comprehensive report. I have been responsible for the compilation of various report deliverables.

Part of my responsibility is also assisting in the drafting of various client proposals which outline our offering, approach, capabilities and methodologies.  

Feb 2016Sept 2016

Equity Analyst

Capicraft Investment Partners
  • Analysis of potential investments, specifically equity as an asset class locally and internationally (UK, European and North American regions).
  • Valuation of equity investments through fundamental analysis and industry research.
  • Developing a macro economic outlook to channel industry specific research - top down analysis.
  • Assisting portfolio manager in portfolio construction, strategic and tactical allocations.
  • Participation in investment committee debates.
Jun 2013Feb 2016

Trader/Analyst

PSG Wealth
  • Institutional and retail equity dealing.
  • Assisting in developing idea generation models with various financial metrics using market data software Bloomberg and S&P Capital IQ.
  • Analysis of potential equity investments locally and offshore (European and North American region specifically).
  • Responsible for monthly fund commentary in fund fact sheets.
  • Compilation of monthly and weekly investment recommendation newsletters.

Education

2016

CFA Program

CFA Institute
  • Level 1 examination passed in June 2016. Enrolled as a candidate for level 2 in June 2018
20132014

B.Com (Hons) Investment Management 

University of Pretoria
  • Research Report - Thesis
  • Equity Valuation/Fixed Income security valuation
  • Portfolio Management
  • Financial Management
20102012

B.Com Investment Management

University of Pretoria
  • Investment Management
  • Financial Accounting (distinction)
  • Financial Management
  • Economics
  • Taxation
  • Statistics
  • Business Ethics
  • Business Management
  • Informatics
  • Communication Management
  • Commercial Law
  • English Grammar

Weighted average of 70.88%

20052009

National Senior Certificate

Hoërskool Garsfontein
  • Afrikaans Home Language
  • English First Additional Language
  • Mathematics
  • Business Sciences (Distinction)
  • Accounting (Distinction)
  • Economics (Award for top student in Grade 12 in the school)
  • Life Orientation (Distinction)

Computer Literacy

Proficient in:

  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint

Achievements

2013:

  • Head coach of Boekenhout Mens Residence's under 20 rugby team. My team reached the semi-finals of the Residence League at the University of Pretoria

2012:

  • Received a distinction in financial accounting

2010 - 2011:

  • Represented Boekenhout Mens Residence's first rugby team. We were the Residence League winners in 2011

2009:

  • Represented Hoërskool Garsfontein's first rugby team and received an invitation for Currie Cup side The Pumas 
  • Received the award for top economics student in grade 12

1998-2004:

  • Gauteng North Provincial wrestling colours
  • Played for the first rugby team of my Primary School
  • Played for the first cricket team in 2004