Adrian van Rooi

Background

About Adrian van Rooi

A young talent ready to be an asset to your company. I have not had an easy journey, by far not according to the status quo. My journey started with me failing to meet standards I set in matric and provisionally getting accepted into University of Pretoria but that didn't stop me. I went on to achieve a BCom degree in financial management, while studying I was a part time coach for Cornwall Hill College and CBC Mount Edmund. This taught me valuable team skills and gave me responsibility I never knew. Upon completing my qualification I went out into the working world of personal finance as a financial advisor. This was by no means an easy task, I was faced with challenges left right and centre. Every time I over came a challenge a new one presented itself. My daily duties consisted of document preparation (ROA, UCF, FAIS DISCLOSURE, RISK AND INVESTMENT FNA etc), and ice cold calling about 70 a day. It was extremely tough with a network who was studying or just entering the working world. I decided to part ways with running my own financial planning practice. I went on to further my studies by obtaining my FMVA (Financial Modelling & Valuation Analysis), Class of Business and RE5 certificates. I decided to become a commercial underwriter and joined Thames Insurance Brokers. I am extremely hard working and driven individual, always looking to better myself and believe that knowledge is the only super power we have in this life. I have experience in both the Long term and Short term insurance space, which has created a passion for the finance industry. This has taught me key communication, time management and disciplinary skills. I have honed my financial modeling skills, including setting up DCF's, Operational Modelling, Three Statement Modelling, Data Analysis & Business Ethics. A brand new chapter has begun at PSG Wealth. I will be forever grateful to all the companies who helped shaped me into the individual I am today. I will continue to do my best and strive for excellence always.