Brett Mackay

Investment Consultant and Group RA Manager at 10X Investments
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • English -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

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.

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • 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

    • 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.

    • 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.

    • 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
    2022 - 2022
  • Moonstone Business School of Excellence
    RE5 Examination, Financial Planning and Services
    2019 -
  • Vega School of Brand Leadership
    Postgraduate Degree, Strategic Brand Management
    2016 - 2016
  • Rhodes University
    Bachelor of Commerce - BCom, Finance, General
    2013 - 2015
  • Uplands College, White River
    Matric
    2008 - 2012

Community

You need to have a working account to view this content. Click here to join now