Sam MacKay

Mackay Private

Gold
9 Yrs Experience
Brisbane City, QLD 4000
Sam has a breadth of experience working with clients and families that require a high standard of service and technical knowledge. Working within Australia’s leading Private Banks has helped Sam develop renowned skills, knowledge and frameworks to successfully manage clients with complex financial situations. Sam specialises in structuring, strategic planning, and investment management across multiple entities. Sam is known for his clear and transparent communication style, assisting clients in understanding strategies and considerations. For more information please refer to our business website: www.mackayprivate.com

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

Mackay Private

Level 6, Emirates House, 167 Eagle St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Mackay Private Partners Pty Ltd

AFSL 534073

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Always astute advice and his team approach is beneficial for me as I need a personal service."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been nothing but perfect in delivering his investment advice to my wife and I over the years. He is always clear in delivering his advice to us in a way we can both understand. Sam always takes the time to ensure we are comfortable with our portfolio's strategy and any changes that get made throughout the year. Sam has helped us map our our retirement plan with clear, understandable advice whilst being across all current investment markets, themes and news. I would highly recommend Sam as an adviser."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam provided me with a full range of investment services including stockbroking, financial planning and superannuation strategy advice. He considers your personal and financial goals holistically and provides a comprehensive strategy to meet those goals over the long term."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Refreshingly genuine and professional, complimented with his experience and premium industry accreditations, Sam is always a pleasure to deal with and has grown my financial portfolio whilst meeting my risk expectations."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam consistently meets my investment and strategic advice needs. He is a trustworthy adviser."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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