Andrew Mcsi Email
Chartered Financial Planner @ Carlton Asset Management Limited
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Andrew Mcsi Location
- Woking, GB
Andrew Mcsi Work
- Chartered Financial Planner @ (July 2025 - Present)
- Certified Financial Planner (HNWI) | Wealth and Investment Manager @ Crystal Financial Solutions Ltd (January 2024 - January 2024)
- Private Wealth Adviser (NHWI and Family Office) @ (January 2022 - January 2023)
- Senior Investment Broker and Lead Consultant @ (January 2002 - January 2022)
- Broker Consultant @ (January 1998 - January 2001)
- Medical Representative @ (January 1995 - January 2001)
- Medical Representative @ (January 1992 - January 1994)
Andrew Mcsi Education
- The Chartered Institute for Securities & Investment (The CISI)
Level 4 Investment Advice Diploma (IAD)
2022-2022 - University of the Free State
Diploma: CFP® Advanced Postgraduate Diploma Estate Planning - NQF 8
2019-2019 - Liberty
Liberty Wealth Learning University
2018-2019 - Liberty
Product accreditations for Investment (Risk, and Stanlib Asset Managers)
2000-2019 - Training Company
RE 5 (Representative)
2015-2015 - University of the Free State
CFP® Advanced Postgraduate Diploma Investments - NQF 8
2012-2012 - University of the Free State
CFP® (Certified Financial Planner) - NQF 7
2006-2009 - University of KwaZulu-Natal
Bachelor of Commerce (B.Com.) Honours
1991-1991 - University of KwaZulu-Natal
B Comm. (Economics and Marketing)
1988-1990 - Maritzburg College 1982-1985
Andrew Mcsi Summary
- Andrew Mcsi, based in Woking, GB, is currently a Chartered Financial Planner at Carlton Asset Management Limited. Andrew Mcsi brings experience from previous roles at Crystal Financial Solutions Ltd, Apollo Private Wealth and Liberty Group South Africa. Andrew Mcsi holds a 2022 - 2022 Level 4 Investment Advice Diploma (IAD) @ The Chartered Institute for Securities & Investment (The CISI). Andrew Mcsi has 1 emails on RocketReach.
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