Will Mackay Cfp®

Will Mackay Cfp® Email and Phone Number

Director and Principal Adviser @ Mackay Private - Wealth Management
Will Mackay Cfp®'s Location
Australia, Australia
About Will Mackay Cfp®

I work with financially independent families and not-for-profit organisations that require a high standard of service and technical competence. I have the experience, skills, and frameworks to advise clients with unique financial needs.Day-to-day, I advise on strategic planning and investment strategies, including the ongoing management of the model portfolios for private clients and MP online service.Clients say that I demonstrate strong ethical values, technical knowledge, and experience; my point of difference is a willingness to understand and connect with them.

Will Mackay Cfp®'s Current Company Details
Mackay Private - Wealth Management

Mackay Private - Wealth Management

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Director and Principal Adviser
Will Mackay Cfp® Work Experience Details
  • Mackay Private - Wealth Management
    Director And Principal Adviser
    Mackay Private - Wealth Management Jan 2020 - Present
    Brisbane And Sydney, Australia
    Mackay Private is a boutique wealth management firm with offices in Brisbane and Sydney. The firm leverages a vast network of relationships to deliver industry-leading investment and strategic advisory services to its private clients, mainly high net wealth individuals, families, and for-purpose organisations. Mackay Private Online (MP Online) is a digital investing solution for the next generation of private clients who do not require a personal advice service.
    View
  • Macquarie Group
    Wealth Adviser
    Macquarie Group Jan 2017 - Dec 2019
    View
  • Pwk Private Wealth
    Associate Adviser
    Pwk Private Wealth 2015 - 2016
    Brisbane
  • Macquarie Group
    Investment Adviser
    Macquarie Group 2012 - 2015
    Brisbane
    View
  • Whitehaven Private Portfolios
    Assistant Portfolio Manager
    Whitehaven Private Portfolios 2010 - 2012
    Brisbane, Australia
    View
  • Horsey Jameson Bird
    Portfolio Administrator
    Horsey Jameson Bird 2009 - 2010
    Brisbane, Australia
    View
  • Suncorp Group
    Banking Sales And Service Consultant
    Suncorp Group 2007 - 2009
    Brisbane

Will Mackay Cfp® Education Details

Frequently Asked Questions about Will Mackay Cfp®

What company does Will Mackay Cfp® work for?

Will Mackay Cfp® works for Mackay Private - Wealth Management

What is Will Mackay Cfp®'s role at the current company?

Will Mackay Cfp®'s current role is Director and Principal Adviser.

What schools did Will Mackay Cfp® attend?

Will Mackay Cfp® attended Financial Planning Association Of Australia (Fpa), Kaplan Australia, Kaplan Australia, Qut (Queensland University Of Technology), St Joseph's Nudgee College.

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