Brett Mackay
Investment Consultant and Group RA Manager at 10X Investments- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
Topline Score
Bio
Aldrin van der Bank
A natural appetite for learning and development! I worked with Brett during my time at Spectrum Financial Consulting. During this time I have come to know Brett as one of the most approachable and collaborative people in the team. I think it is rare to come across someone with such a passion for investing and financial services. He was always learning, always developing.
Aldrin van der Bank
A natural appetite for learning and development! I worked with Brett during my time at Spectrum Financial Consulting. During this time I have come to know Brett as one of the most approachable and collaborative people in the team. I think it is rare to come across someone with such a passion for investing and financial services. He was always learning, always developing.
Aldrin van der Bank
A natural appetite for learning and development! I worked with Brett during my time at Spectrum Financial Consulting. During this time I have come to know Brett as one of the most approachable and collaborative people in the team. I think it is rare to come across someone with such a passion for investing and financial services. He was always learning, always developing.
Aldrin van der Bank
A natural appetite for learning and development! I worked with Brett during my time at Spectrum Financial Consulting. During this time I have come to know Brett as one of the most approachable and collaborative people in the team. I think it is rare to come across someone with such a passion for investing and financial services. He was always learning, always developing.
Experience
-
10X Investments
-
South Africa
-
Financial Services
-
1 - 100 Employee
-
Investment Consultant and Group RA Manager
-
Apr 2021 - Present
-
-
Investment Consultant and Group RA Manager
-
Jul 2019 - Mar 2021
-
-
Investment Consultant
-
Sep 2018 - Jun 2019
-
-
-
STANLIB
-
South Africa
-
Financial Services
-
700 & Above Employee
-
Investment Consultant
-
Feb 2017 - Jul 2018
I managed portfolios for clients related to investments; retirement annuities; tax-free savings funds; exchange trade funds and general funding investments. I advised and set-up unit trusts; LISP investments; retirement annuities; Section 14 transfers; provident funds and pension funds. I managed portfolios for clients related to investments; retirement annuities; tax-free savings funds; exchange trade funds and general funding investments. I advised and set-up unit trusts; LISP investments; retirement annuities; Section 14 transfers; provident funds and pension funds.
-
-
-
Spectrum Financial Consulting
-
South Africa
-
Financial Services
-
Financial Consultant
-
Jan 2017 - Jul 2018
As a financial consultant at Spectrum Financial Consulting I dealt with products related to insurance; investment, medical aid, retirement planning and business assurance. As a financial consultant at Spectrum Financial Consulting I dealt with products related to insurance; investment, medical aid, retirement planning and business assurance.
-
-
-
Liberty Group South Africa
-
South Africa
-
Insurance
-
700 & Above Employee
-
Financial Advisor
-
Jan 2017 - Jul 2018
I managed my clients’ financial portfolios related to estate planning; investments and financial planning at Liberty Life. I assisted individuals as a financial consultant by recommending personal finance products such as short- and long-term insurance products; retirement estate planning; medical aid plans; business assurance offerings and investment products. I managed my clients’ financial portfolios related to estate planning; investments and financial planning at Liberty Life. I assisted individuals as a financial consultant by recommending personal finance products such as short- and long-term insurance products; retirement estate planning; medical aid plans; business assurance offerings and investment products.
-
-
Education
-
University of Stellenbosch Business School
Postgraduate Degree, Financial Planning and Services -
Moonstone Business School of Excellence
RE5 Examination, Financial Planning and Services -
Vega School of Brand Leadership
Postgraduate Degree, Strategic Brand Management -
Rhodes University
Bachelor of Commerce - BCom, Finance, General -
Uplands College, White River
Matric