Stuart Mcmurtrie Email & Phone Number
@warwickwealth.com
1 phone found area 773
LinkedIn matched
Who is Stuart Mcmurtrie? Overview
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Stuart Mcmurtrie is listed as Senior Wealth Specialist - PGDip, RFP at Warwick Wealth, a with 211 employees, based in Durban, Kwazulu-Natal, South Africa. AeroLeads shows a work email signal at warwickwealth.com, phone signal with area code 773, and a matched LinkedIn profile for Stuart Mcmurtrie.
Stuart Mcmurtrie previously worked as Senior Wealth Specialist at Warwick Wealth and Wealth Specialist at Warwick Wealth. Stuart Mcmurtrie holds Post Graduate, Pgdip In Financial Planning, Nqf8 from University Of The Free State.
Email format at Warwick Wealth
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AeroLeads found 1 current-domain work email signal for Stuart Mcmurtrie. Compare company email patterns before reaching out.
About Stuart Mcmurtrie
I am a Senior Wealth Specialist and Team Leader and I do Local and Offshore investments using Voluntary and Compulsory/ Retirement products via Unit Trust Funds and Personal Share Portfolio's. I also do Credit facilities for our clients. We also offer Wills with no upfront costs and reduced Executor fees. We also provide succession planning for Brokers/IFA's with Investment books who are looking to retire, leave the industry or don't have access to a CAT 2 license. I have also called on, trained, mentored Brokers/Wealth Managers and Independent Advisors to achieve my targets in the Investment(LISP and direct) – R60 million per year, Life, Medical Aid, Retirement, Short Term and Employee Benefit schemes while making sure they gave the client the best advice and them achieving their sales targets. I have also done the training of all new brokers at the Momentum Academy on the Personal and Commercial lines for Short Term Insurance. I launched Momentum Short Term Insurance(MSTI) in KZN and The Eastern Cape. I looked after 48 Broker Consultants(Marketing Advisors) and trained, motivated and encouraged them as well as 2200 brokers to sell MSTI products. I have my Post Graduate Diploma (PGDip) in Financial Planning through University of Free State. I have 160 FAIS credits(Investment, Life, Medical Aid and Short Term Insurance).
Listed skills include Security, Business Development, Sales Management, Management, and 46 others.
Stuart Mcmurtrie's current company
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Stuart Mcmurtrie work experience
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Wealth Specialist
I do Local and Offshore investments using Voluntary and Compulsory/ Retirement proceeds via Unit Trust Funds and Personal Share Portfolio's. We also offer Wills with no upfront costs and reduced Executor fees. We also provide succession planning for Brokers/IFA's with Investment books who are looking to retire, leave the industry or don't have access to a CAT 2 license.
Offshore Wealth Manager
Advice on all aspects of offshore investments, offshore pensions and pension transfers (QROPS). As well as trusts, offshore company formation, at a personal and corporate level.
Associate Wealth Consultant
deVere Group is the world's leading independent financial consultancy group, with more than $10 billion of funds under advice and administration, and over 80,000 clients around the world. We help our clients, who range from international investors to expatriates who have moved their families overseas to live and work, who employ us to find financial strategies and investment vehicles that are best suited to help them create wealth. deVere Group helps clients safeguard and grow their money, according to their medium- to long- term requirements. Services we offer include insurance policies, investment options, savings and pensions. Our operations are carried out on a case-by-case basis by our qualified network of international financial advisers, allowing us to take each client's goals and expectations into consideration when charting our financial plans and delivering the professional financial advisory services we are renowned for. With deVere Group, international investors can rest assured that their financial portfolio is in safe, experienced hands that know what it takes to make wealth grow.
Regional Manager Kzn
Project ManagementFibre Communications, Security, Access Control, Biometrics, CCTV, Sales , Sales ManagementInstallationsLogistic management with our Book in a Box systemVisitor Management systemsBiometric integrated systems with Pre-clearanceMaintaining and installing Impro, Softcon sites.
Marketing Advisor / Business Development Manager Kzn And Eastern Cape
- Business Development- Multiple Channel Distribution− Analyzing competitor activity : Maintaining good working knowledge of Competitors− Third Party Marketing, Presenting solution based plans to Brokers and/or their clients− Leading special projects such as the development of the corporate identity and MDSOnline− Briefing and liaising with Brokers; Developing, planning, rolling out and training on new and existingproductsImplementing the marketing strategy− Planning and coordinating product launches for Brokers, including Presentations− Providing valuable market feedback on innovations and new products to be implemented at Momentum− Promoting the Momentum brandNotable Achievements− Taking non Momentum producing brokers to producing over R1 million a year.− Launched Momentum Short Term Insurance (MSTI) in KZN and the Eastern Cape - 2006− Brought in R28.8 million production in my first year- Brought in R60 million in investments a year
Senior Broker Consultant
Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations
Senior Broker Consultant
Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations
Senior Broker Consultant
Third Party Marketing, Developing client relationships, Training of new and existing products, Multiple Channel Distribution, Presentations
Financial Consultant - Broker
Tax Returns, Life Policy sales, Investments, Unit Trusts, Cross Selling bank products(Moveable Finance, Property Finance and all other bank products)
Representative
Tax Returns, Life Policy sales, Investments, Short Term, Financial Advice, Unit Trusts
Relief Clerk Promoted To Private Banker(Financial Adviser) And Then Sub-Branch Manager
Tax Returns, Cold Canvassing, Public Relations, Financial Advice, Moveable Asset Finance, Property Loans, Investments, Cross Selling bank products
Clerk
Cash, Administration, Teller
Colleagues at Warwick Wealth
Other employees you can reach at warwickwealth.com. View company contacts for 211 employees →
Jennifer Rengecas
Colleague at Warwick WealthWestern Cape, South Africa
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FM
Fonny Meyeridricks
Colleague at Warwick WealthCity Of Johannesburg, Gauteng, South Africa
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KV
Kobie Van Zyl
Colleague at Warwick WealthBitou, Western Cape, South Africa
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BA
Bianca Adendorff
Colleague at Warwick WealthPort Elizabeth, Eastern Cape, South Africa
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NN
Naethisha Naidoo
Colleague at Warwick WealthGauteng, South Africa
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DR
Donovan Riddin
Colleague at Warwick WealthPort Elizabeth, Eastern Cape, South Africa
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KT
Kim Tillick-Cottle
Colleague at Warwick WealthCity Of Cape Town, Western Cape, South Africa
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LK
Len Kok
Colleague at Warwick WealthCity Of Cape Town, Western Cape, South Africa
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CS
Chammy Slabbert
Colleague at Warwick WealthSouth Africa
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SD
Shahieda Diedericks
Colleague at Warwick WealthCity Of Cape Town, Western Cape, South Africa
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Stuart Mcmurtrie education
Post Graduate, Pgdip In Financial Planning, Nqf8
Rfp 1, Rfp 2, Rfp 3, Financial Planning And Services
Education record
Education record
Frequently asked questions about Stuart Mcmurtrie
Quick answers generated from the profile data available on this page.
What company does Stuart Mcmurtrie work for?
Stuart Mcmurtrie works for Warwick Wealth.
What is Stuart Mcmurtrie's role at Warwick Wealth?
Stuart Mcmurtrie is listed as Senior Wealth Specialist - PGDip, RFP at Warwick Wealth.
What is Stuart Mcmurtrie's email address?
AeroLeads has found 1 work email signal at @warwickwealth.com for Stuart Mcmurtrie at Warwick Wealth.
What is Stuart Mcmurtrie's phone number?
AeroLeads has found 1 phone signal(s) with area code 773 for Stuart Mcmurtrie at Warwick Wealth.
Where is Stuart Mcmurtrie based?
Stuart Mcmurtrie is based in Durban, Kwazulu-Natal, South Africa while working with Warwick Wealth.
What companies has Stuart Mcmurtrie worked for?
Stuart Mcmurtrie has worked for Warwick Wealth, Iza Wealth, Devere Group, Atec Systems And Technologies, and Momentum.
Who are Stuart Mcmurtrie's colleagues at Warwick Wealth?
Stuart Mcmurtrie's colleagues at Warwick Wealth include Jennifer Rengecas, Fonny Meyeridricks, Kobie Van Zyl, Bianca Adendorff, and Naethisha Naidoo.
How can I contact Stuart Mcmurtrie?
You can use AeroLeads to view verified contact signals for Stuart Mcmurtrie at Warwick Wealth, including work email, phone, and LinkedIn data when available.
What schools did Stuart Mcmurtrie attend?
Stuart Mcmurtrie holds Post Graduate, Pgdip In Financial Planning, Nqf8 from University Of The Free State.
What skills is Stuart Mcmurtrie known for?
Stuart Mcmurtrie is listed with skills including Security, Business Development, Sales Management, Management, Access Control, Integration, Marketing, and Sales.
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