Cedrick Mvelase also known as Trevor ,graduated from the University of KwaZulu-Natal in 2003 with a Bcom Degree . He majored in Investments and Econometrics and Marketing. Qualified Key Individual(KI) for FSPs(Sole Proprietors) and Key Individuals in Categories I, II, IIA, III and IV.
Work Experience
He joined Motorola SA immediately after graduating from the UKZN in July 2003 .He sharpened his Marketing skills there as a Marketing Agent for a year. He then left and joined Metropolitan Odyssey as a Financial Advisor in 2004 until 2007.
He was the Top advisor at Odyssey and was hunted by Mutual PFA in 2007. He then joined Old Mutual PFA as a Senior advisor and became the Top producer in the second year of 2008 until June 2009. He then left and was head hunted again by Nedbank Financial Planning. That was his last job as an emplovee of a company. He became the Regional Top producer for FOUR consecutive years i.e 2010, 2011, 2012 and 2013 until he left to start his own practice which is CM Investments (PTY) LTD. I gained extensive knowledge of Financial advising during my stay at Nedbank and have achieved many awards which made history in the Nedbank Financial Planning Division.
Clients
Mr Mvelase has advised clients in the fields of Long Term insurance, Pension Retirements, Life Cover , Funeral Plans, Investments and Retirement Annuities.
Top Achievements
Mr Mvelase is the First African Advisor to achieve a MILLIONAIRES Status at Nedbank in 2013 and qualified for an Onshore Trip for 2012 and Offshore Trip (2014). A history that has never been broken and will stay for ever.
He is managing Assets Under Management of more than R 300 million at Old Mutual. His mission to create wealth for his clients has been his number one priority.
