Zacharias Johannes Badenhorst
Financial Advisor
Pretoria
Summary
A dedicated and ambitious professional with a strong foundation in business operations, corporate governance, and strategic decision-making. Skilled in analytical thinking, problem-solving, and attention to detail. Passionate about continuous learning, professional growth, and contributing to organizational success
Personable and detail-oriented, equipped with solid foundation in client relations and risk assessment. Understanding of insurance principles and adept in financial analysis and policy management. Committed to delivering tailored solutions that protect clients' interests and ensure peace of mind.
Overview
4
4
years of professional experience
6
6
Certificates
Work History
Finacial Advisor
1.618 Advisory Services
Pretoria
06.2025 - Current
- Monitored and updated financial plans to comply with client goals.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Educated clients on financial topics and best practices.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Insurance Consultant
Bettersure Financial Consultants
02.2023 - 02.2025
- Advise clients on various insurance policies, including life, health, and asset protection
- Assist clients in drafting, reviewing, and updating wills and estate plans
- Maintain accurate records of client interactions, policies, and legal documents
Access controller
KIT Formwork
02.2022 - 12.2022
- Verify identification and credentials of employees, visitors, and contractors
- Assist with intake of stock and stock auditing
Education
National Senior Certificate - Afrikaans Home Language, English First Additional Language, Mathematics, Businesses Study, Accounting, Engineering Graphics & Designs
Hoerskool Dr. E.G. Jansen
Higher Certificate - Accounting
Akademia University
02.2022 - 06.2023
Bcom - Account Management
Akademia University
02.2023 - Current
Timeline
Finacial Advisor
1.618 Advisory Services
06.2025 - Current
COB 4
06-2025
COB 5
06-2025
COB 7
06-2025
COB 9
06-2025
COB 3
06-2023
COB 1
02-2023
Bcom - Account Management
Akademia University
02.2023 - Current
Insurance Consultant
Bettersure Financial Consultants
02.2023 - 02.2025
Higher Certificate - Accounting
Akademia University
02.2022 - 06.2023
Access controller
KIT Formwork
02.2022 - 12.2022
National Senior Certificate - Afrikaans Home Language, English First Additional Language, Mathematics, Businesses Study, Accounting, Engineering Graphics & Designs
Hoerskool Dr. E.G. Jansen
Skills
Financial Reporting & Analysis
Auditing & Compliance
Business Law & Regulations
Networking and relationship building
Teamwork and collaboration
Team leadership
Personal Information
- ID Number: 0302185255080
- Age: 23
- Gender: Male
- Nationality: South African
- Driving License: Code B
- Marital Status: Single
- Vehicle: Yes
References
Inbound Manager : Ronny Pelego
Contact Details : 0786338170
Wills Manager : Ruan Greef
Contact Details : 0645535372
Education
Hoerskool Dr. E.G. Jansen, National Senior Certificate (NQF Level 4), 12/21, Afrikaans Home Language, English First Additional Language, Mathematics, Businesses Study, Accounting, Engineering Graphics & Designs,
Akademia University, Higher Certificate in Accounting(SAQA 86487),
Bcom Account Management(SAQA 94806)(To be completed, 6 modules left) , Managerial Accounting 1, Financial Accounting 1, Statistics, Economics 1, Ethics and Corporate Governance, Managerial Accounting 2, Organizational Management 1, Commercial Law, Financial Accounting 2, Taxation 1, Auditing 1, Financial Management 1, Managerial Accounting 3, Financial Accounting 3, Organizational Management 2, Financial Management 2
Certification
COB 1
Achievements
- Second in Command (2IC) 01/2025
- Inbound :King of premium 07/23 ,
- Wills :King of premium 2024 Q1, King of premium 2024 Q2, King of premium 2024 Q3,