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Kuils River
Justin Cronje

Justin Cronje

Paraplanner

Accounting / Finance

Kuils River, City of Cape Town

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About 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.

Experience

  • 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. 

Education

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

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