Justin Cronje

I am a hardworking, honest, and conscientious person who strives on challenges. I am always prepared to go the extra mile, can easily interact with people, and can cope under complex circumstances thus ensuring good communication skills.

I am extremely punctual and will get the job done to the best of my ability. I am willing to learn and broaden my horizons. I am well-presented and consider myself a team player. I will be an asset to any company/institution when given a chance.

• Preparation of ''new client'' documents
• Preparation of ''new client'' documents for Pension Fund Members both for Employee Benefits and Umbrella Pension Fund
• Preparing of Agenda's for meetings with clients
• Facilitating and Preparation of paperwork for section 14 & 37 Transfers
• Executing quotes + Preparation of Comparison Schedules for Risk Cover namely, Life, Dread Disease, Income Protection and many more. 
• Pulling Astute statements from the Web + Preparation of Life Summaries
• Running with new investments from start till finish [Application Forms, Record of Advice, Quotes, and any paperwork required for that specific investment]
• Calculating clients tax implications when making withdrawals from their preservation funds [principle of aggregation]
• Tax Rebates and fringe benefits when working out tax payable
• Calculating the IRR

• Calculating of CGT for switches and selling of Assets such as property
• Reporting to clients on an annual basis regarding their investments
• Assisting clients with immigration processes
• Cost Analysis calculations regarding Retirement Annuities -section 14 transfers
• Writing Recommendation Reports to clients [new & existing] for overall financial advice [on request, can provide reports written]

• Review of risk policies and making recommendations based on client-centric financial needs. 

Northlink College: National Diploma in Financial Management (2012-2015)

Milpark Education: Financial Planning for Financial Advisors

• Higher Certificate in Financial Planning NQF Level 5 
• Advanced Certificate in Financial Planning NQF Level 6