Stephen McKay Email & Phone Number
Chief Commercial Officer @ Australian Retirement Trust
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Stephen McKay Location
- Melbourne, VIC, AU
Stephen McKay Work
- 2025 -now Chief Commercial Officer @
- 2022 -2025 Head of Corporate and Institutional Relationships @
- 2019 -2022 Head of Relationship Management @
- 2015 -2019 Manager, Institutional @
- 2012 -2015 National Corporate Account Manager, Employer Super @
- 2009 -2012 National Sales Manager - SMSF @
- 2008 -2009 Manager – Employer Super Account Management @
- 2006 -2008 Senior Client Relationship Manager @
- 2005 -2006 Business Development Manager @
- 2003 -2006 Product Manager @
- 2001 -2005 Client Relationship Manager @
- 2000 -2001 Operations Manager @
- 1999 -1999 Pension Administration @
- 1998 -1998 Operations and Management Roles @
- 1997 -1998 Trade Settlements @
- 1993 -1997 Operations and Management Roles @
Stephen McKay Education
- FASEA
Financial Adviser Exam
2021-2021 - Finsia
Graduate Diploma of Applied Finance and Investment (Investments)
2004-2007 - Deakin University
Diploma of Financial Planning (Financial Planning)
2001-2003 - Macquarie University
Diploma of Superannuation Management (Superannuation)
1995-1996 - University of Sydney
Bachelor of Ecomomics (Accounting) (Economics)
1991-1993 - Kaplan Professional
(Self Managed Super Funds Program)
Stephen McKay Skills
- Wealth Management
- SMSF
- Portfolio Management
- Superannuation
- Management
- Sales
- Investments
- Account Management
- Business Development
- Insurance
- Retirement
- CRM
- Financial Services
- Pensions
- Wealth
- Risk Management
- Stakeholder Management
- Strategic Financial Planning
- Strategy
- Relationship Management
- Financial Planning
- Banking
- Business Analysis
- Microsoft Office
- Training
- SQL
- Project Management
- Product Development
Stephen McKay Summary
- Stephen McKay, based in Melbourne, VIC, AU, is currently a Chief Commercial Officer at Australian Retirement Trust. Stephen McKay brings experience from previous roles at Australian Retirement Trust, Sunsuper and ANZ. Stephen McKay holds a 2021 - 2021 Financial Adviser Exam @ FASEA. With a robust skill set that includes Wealth Management, SMSF, Portfolio Management, Superannuation, Management and more. Stephen McKay has 2 emails and 1 mobile phone numbers on RocketReach.
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