Brett Boardman CA(SA)

Business Development Manager at Ashburton Investments
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA
Skills

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Kevin Barnes

Brett excelled in the delivery of the work requested of him due to his financial competency, analytic thinking, solid work ethic and positive attitude. I would strongly recommended him for future engagements in the Banking Industry.

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Credentials

  • Chartered Accountant
    SAICA CA(SA)
    Nov, 2011
    - Nov, 2024

Experience

  • Ashburton Investments
    • South Africa
    • Investment Management
    • 100 - 200 Employee
    • Business Development Manager
      • May 2023 - Present

      Working with Insurance companies to solve their investment needs through collaboration with the Ashburton LDI team, creating bespoke mandate solutions. Working with Insurance companies to solve their investment needs through collaboration with the Ashburton LDI team, creating bespoke mandate solutions.

  • RMB - Rand Merchant Bank
    • South Africa
    • Banking
    • 700 & Above Employee
    • Head: Liabilities (Transactional Banking)
      • Aug 2018 - May 2023

      Management and ownership of large corporate clients' deposits. Responsibilities include: Accountability for the profitablity of customer deposits; Risk management; And, generation of new product offerings based on customer needs.

    • Product Manager - Liquidity Management
      • Apr 2014 - Aug 2018

      End to end ownership of Cash Management and Liquidity products for large Corporate clients within the Transactional Banking division in RMB Corporate Bank.

  • FNB South Africa
    • Bank City, 1 FNB Place
    • Project Accountant
      • Oct 2012 - Mar 2014

      The role involves secondment to different business units within the FNB stable to perform certain financial and operational projects. Generally the length of the project is between 3 and 6 months. This allows for an understanding of the bank, its various business units and how the bank operates from both a financial and operational perspective. The projects worked on include the following: Group Financial Accounting Services - The project involves an indepth review of the FNB general ledger, specifically the balance sheet accounts. The analysis is performed to establish whether there is room for consolidation, extrapolation or removal of accounts based on their account use. Show less

  • Axon Corporate Services
    • Johannesburg Area, South Africa
    • Consultant
      • Aug 2012 - Oct 2012

      Consultant and member of a project team at a large South African bank. The project involved the analysis of all financial reports issued. Specifically the analysis, interpretation and consolidation of financial information distributed both internally and to stakeholders, to understand what financial information is relevant to stakeholders. This involved an indepth understanding of how the financial data is collated and distributed throughout the financial departments of the bank. Consultant and member of a project team at a large South African bank. The project involved the analysis of all financial reports issued. Specifically the analysis, interpretation and consolidation of financial information distributed both internally and to stakeholders, to understand what financial information is relevant to stakeholders. This involved an indepth understanding of how the financial data is collated and distributed throughout the financial departments of the bank.

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Third Year Audit Senior
      • Oct 2011 - Mar 2012

      Audit senior and Lead Audit Senior respectfully on a large listed and smaller entities. Largest audit was of a semi-conductor manufacturing entity that manufactures high definition chips and products used in high end display products. Other large audit included that of a Venture Capital partnership with committed capital in excess of $ 300 million, focusing on the funding of start-up entities with significant investment in Application development.Responsibilities included but were not limited to monitoring, coaching and training members of the audit team to ensure that audits are cost effective and deadlines met, without compromise to Deloitte and Auditing standards. Show less

    • Audit Trainee
      • Jan 2009 - Oct 2011

      Audit trainee, Assistant through to Audit Senior, involved in the audits of large divisions of listed entities. These included but are not limited to Barloworld and Unitrans. Largest of these audits were in the Logistics and Supply Chain Management and within Manufacturing.Responsibilities included but were not limited to monitoring, coaching and training members of the audit team to ensure that audits are cost effective and deadlines met, without compromise to Deloitte standardsDuring this time was consistently ranked as "Top Talent" for both my leadership and audit skills. Show less

Education

  • UNISA
    BCOMPT Honours, Financial and Management Accounting, Auditing and Taxation
    2008 - 2008
  • UNISA
    BCOMPT, Financial and Management Accounting, Auditing and Taxation
    2005 - 2007
  • St Stithians College
    Matric, Maths, English, Science, Zulu, Geography, Computer Science
    1999 - 2003

Community

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