Michael Rossouw
Senior Investment Consultant at 10X Investments- Claim this Profile
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English Native or bilingual proficiency
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Afrikaans Full professional proficiency
Topline Score
Bio
Experience
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10X Investments
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South Africa
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Financial Services
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1 - 100 Employee
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Senior Investment Consultant
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May 2017 - Present
As a Senior Investment consultant, I play a key role in growing the direct distribution channel and increasing the company's AUM. I liaise between the investment, marketing, sales, administration and technology departments with our investors. As a Senior Investment consultant, I play a key role in growing the direct distribution channel and increasing the company's AUM. I liaise between the investment, marketing, sales, administration and technology departments with our investors.
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Barclays
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United Kingdom
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Financial Services
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700 & Above Employee
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Registered Financial Advisor
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Feb 2014 - May 2017
As a financial advisor, I provided holistic advice to individuals and businesses ranging from; short & long term insurance, estate planning, tax, retirement and investments. As a financial advisor, I provided holistic advice to individuals and businesses ranging from; short & long term insurance, estate planning, tax, retirement and investments.
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Education
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2011 - 2013
Stellenbosch University
Bachelor of Commerce - BCom, Financial and Investment management -
2016 - 2017
University of the Free State
Post Graduate Diploma, Financial Planning and Services -
2014 - 2015
Milpark Education - School of Financial Planning and Insurance
Higher Certificate, Financial Planning and Services -
2006 - 2010
Paul Roos Gimnasium/Gymnasium
High School -
2019 - 2021
CFA Institute
Certified Financial Analyst
Community
