Personal information

NAME Pravin

SURNAME Desai

DATE OF BIRTH 11 April 1982

MARITAL STATUS Married with 2 Dependants

DRIVERS LICENCE code 08

NATIONALITY South African

HOME LANGUAGE English

ID NUMBER contact: pravindesai.desai@gmail.com

Educational Background

1999 Settlers high School

Qualification obtained Matric (with Exemption)

Subjects English, Afrikaans, Mathematics, Biology, Geography, Accounting (All Higher Grade)

2001 till Current UNISA

Qualification BCompt and BCom Law

Subjects completed Accounting 3, Auditing 3, Commercial Law 2, Taxation (Personal and Companies), Private Law 1, Mercantile Law 1, Economics 1, Business Management 1, Quantitative Management 1 (Financial Mathematics), English 1, Accounting Data Processing 2, Estate Planning, Insolvency Law, Entrepreneurial Law,

2000 UCT

BA Law

English, Information Systems, Latin and Greek, Politics, Business Law, Economics, Linguistics, Word Power, Critical Thinking, Law of Delict, Constitutional Law, Law of Persons, Law of Succession, Customary Law

COMPUTER LITERACY:

MS Excel

MS Word

MS Windows

PowerPoint

MS Outlook

Internet Explorer

External Accreditations

Council for Medical Schemes- accredited since 14 June 2006

Accreditation No: BR25194

Registered Tax Practitioner- SARS : PR-0B51D1C

Authorized Financial Services Provider- FSB No. 41245

Employment History

Date: Current

Position: Sole Proprietor- Pravin Desai Financial Planning

Services: Financial Planning, Tax Practice and Accounting Services

· Financial planning: Life, Risk, Investments, Health Care, Short-term, Pension and Provident Funds:

- Momentum

- Altrisk

- Metropolitan

- Resolution Life and Health

- Medihelp

- Investgold

· Tax Practitioner and Accounting Services: Individual or Organization

- VAT, PAYE and Tax return completions

- Monthly bookkeeping

- Financial Statements

- SARS Queries

DATE: August 2007 TO March 2010

And

DATE: June 2005 TO December 2006

INSTITUTION: Momentum

CURRENT POSITION HELD: Financial Planner

Accredited for Risk: Myriad and Altrisk, Investments: Investo, Health: Momentum Health Medical Aid, Wealth: LISP, Employee Benefits: Funds at work, Short-term Insurance: Personal and Commercial Lines
Specializing in Estate Planning and Investment Management (Especially retirement planning)
Contingent Liabilities of companies
Buy and sell agreements
Key person Insurance
Presentations done for Business Directorates and individuals, to groupings of 20 +
Marketing of Momentum’s Products to General public of South Africa
Investment Management and buying/selling of units on behalf of clients
Administration of investments and client portfolios such as client reviews of investment and current risks
Assessment and formulation of solutions to risk
Budgets and reconciliation done on an individual and business environment
Completion of application forms and filing
Client Service (queries and problem solving), and calling to set up appointments and service requests
Involved in the development of Momentum Financial Advice Manager program
Annual Premium Income of R 75 000- R 130 000 p.m.(June 2005-December 2006)
Annual Premium Income of R 50 000- R200 000 p.m. (August 2007 to current)
Client Relation maintenance and building

REASON FOR LEAVING: Ready for bigger challenges and believes that the opportunity will allow for substantial growth

Employment History

DATE: January 2007- July 2007

INSTITUTION: Old Mutual (PFA Emerald)

PREVIOUS POSITION: Financial Advisor

ACCOUNTABILITIES:

· Accredited for the following Old Mutual Products:

Risk: Greenlight, Max Investments, Fairbairn Capital, Mutual and Federal and Oxygen.

· Estate Planning

· Navigation on Windows and expert computer systems (Siebel, Pathfinder, Finalizer)

· Marketing of Old Mutual Products to General public of South Africa

· Investment Management and buying/selling of units on behalf of clients

· Administration of investments and client portfolios such as client reviews of investment and current risks

· Assessment and formulation of solutions to risk

· Completion of application forms and filing

· Client Service and calling to set up telephonic appointments and service requests

· API –R 100 000- R 120 000 p.m.

REASON FOR LEAVING: Call centre environment

DATE: March 2005 TO May 2005

INSTITUTION: Executive Promotions

POSITION: Trainee Branch Manager

ACCOUNTABILITIES:

Presentations done on individual and Corporate level
Budgets, administration and basic documentation, and soft Skills training presented to sales staff

REASON FOR LEAVING: Better prospects at Momentum

Employment History

DATE: December 2004

INSTITUTION: FNB: Tibault Square

POSITION: Financial Planner Assistant

DATE: February 2003- February 2004

September 2001, July 2002

INSTITUTION: MOL SA (Pty)

POSITION: Administrator

Debtors and Creditors
Banking duties and Basic Reconsolidations
Filing and Invoicing
Administration of imports and export invoices and completion of documents

DATE: June 2000

INSTITUTION: S.T.L. Advertising

POSITION: Promotional Work

REASON FOR LEAVING: Contracts expired

OTHER MEMBERSHIPS:

Pravin Desai Financial Planning (Currently operating, since February 2009))

Sole Proprietor

Registered Tax Practice, Accounting Services and Financial Services

Provider (FSP License No: 41245)

Oakdale Events (Pty) Ltd: (dormant)

50% shareholder

Financial and Administration Director

Established January 2010

MAWATLA Electronics CC: (dormant)

Member (50% shareholder) of MAWATLA Electronics CC

Financial Manager of CC

Established September 2007

Thuli Distributors CC: (dormant)

Member (50% shareholder) of Close Corporation

Financial and Administration Manager

Established February 2008

Duties within corporations

· Financial Record Keeping and strategic planning towards companies future

· Duty of keeping corporations within legal and statutory requirements and Generally Accepted Accounting Practices

· Drafting and formulating of Employment contracts, Association Agreements and Third Party contracts

· Presentations done to:

The Speaker Mr. S. Beideveldt: Western Cape Legislature

Minister L. Ramatlakane: Minister of Community Safety

Mr. K. Mtombene: Commissioner to the office of Correctional Services- Minister N. Balfor

Dr. Platski- Local Organizing Committee 2010

Mr. Sakkie Jenner- Minister of Cultural Affairs and Sport and associates to Ministry office.

Vice Chairman: Oakdale Watch (neighborhood watch)

· 2009-2010

Achievements

Financial Year 2009: Reached 11^th position in Momentum’s Coastal region ( Western, Eastern and Northern Cape, Orange Free State), won Silver class and onshore convention

Financial Year 2006: Reached Momentum’s gold status and top 50 in the country

1999- 2001: Member of Cape Town Philharmonic Youth Orchestra (Completed Royal Schools Practical Exams in Piano and Trumpet, and Unisa Exams for Theory of Music)

1997-1999: Lead roles in school production ‘Grease’ and ‘Fiddler on the roof’, awards for best trumpeter from music institutions

1995-1996: Cultural and hockey awards and academic prizes

1992-1994: Prefect, academic prizes, main actor in school production: Oliver, Prizes for signing, music and table tennis

References

Andre Roode Cell no: 0828067387

Ex - Wall Street Branch Manager: Momentum Office: 021- 943 9600

Hendrik van Niekerk Cell no: 084 677 2215

Ex - Peninsula Branch Manager: Momentum

Jeffrey Lentin

Momentum Financial Planning Office: 021- 914 4660

Ex - General/ Regional Manager

Johan van der Merwe Cell no: 0824911823

Ex - Helderberg Branch Manager: Momentum

Carol Barends Cell no: 0826532711

Ex- Human Resources Manager: MOL S.A (Pty)Ltd

Johann Van Zyl Cell no: 0828079254

Ex- Regional Manager: Momentum

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