Waseem Dadabhay

Financial Planner & Investment Advisor @Liberty Group South Africa

Financial PlannerInvestment BankerFinancial AnalystInvestment AnalystFinanceBusiness OwnerInvestor & VC

I am a finance professional with a Bachelor of Commerce in Corporate Finance and Investment and CFA Level I, currently working as a Financial Planner at Liberty Group South Africa. With over 1.5 years of experience in the financial services industry, I have developed strong expertise in investment planning, portfolio structuring, risk assessment, and client advisory. My role has required me to analyze financial positions, construct tailored investment strategies, evaluate product suitability, and communicate complex financial concepts in a clear and practical manner. I have worked closely with high-net-worth individuals and business owners, assisting with retirement planning, wealth accumulation, risk structuring, and long-term financial strategy. Beyond advisory experience, I bring a strong analytical foundation rooted in corporate finance, investment principles, financial modelling, and quantitative methods. I am highly detail-oriented, comfortable working with financial data, and confident in interpreting numbers to support strategic decision-making.

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Work Background

Financial Planner & Investment Advisor

Liberty Group South AfricaFinancial Planner & Investment Advisor

Feb. 2025City of Johannesburg, Gauteng, South Africa

Site Operations Manager/ Dealer

bpSite Operations Manager/ Dealer

Jan. 2022South AfricaManage and supervise a team of station attendants, ensuring that they provide prompt and friendly customer service at all times. Monitor and manage inventory levels, ensuring that the station always has sufficient fuel and other supplies to meet customer demand. Maintain a clean and safe working environment, ensuring that all safety procedures and protocols are followed. Prepare and manage employee schedules, ensuring that the station is adequately staffed at all times. Monitor sales and revenue, identifying areas for improvement and implementing strategies to increase profitability. Maintain accurate records and reports, ensuring that all financial and operational data is recorded and reported in a timely and accurate manner. Ensure compliance with all relevant regulations and laws governing fuel stations in South Africa. Develop and maintain positive relationships with customers and the local community, promoting the station and its services.

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Financial Planning & Investment Advisory

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