Juan-Pierre Kotze

As an individual I am very enthusiastic, outgoing and enjoy the outdoors. I use this to break away from
the everyday stresses of life. When it’s time to work I plant seeds to reap the reward of the sweetest
possible fruits. I come from humble beginnings and everything I have today came about through my
own dedication, persistence and hard work. What I have overcome has shaped me into who and what
I am today. If given the opportunity, I will be sure to represent you and your company with the highest
level of professional standards. My qualifications include the following:

• Demonstrated history of working with investments and retirement. Skilled in investment advisory, risk management, estate planning, tax planning and financial analysis.
• Strong finance background with a Bachelor of Commerce (BCom) focused in Financial Management from Stellenbosch University.
• Obtained membership to the Golden Key International Honorary Society in 2016. • Obtained a Post-Graduate Diploma in Financial Planning at Stellenbosch University Business School during 2020.
• Achieved high-flyer status during 2019 (Silver) & 2022 (Silver, Gold & Platinum) as a Liberty Financial Planner. • Passed the FPI’s professional competency board examination in June 2021.
• Registered Certified Financial Planning professional – A professional membership recognition for global excellence in financial planning standards.
• Awarded various bursaries during tertiary and professional education for excellence and achievement.