Wesley Septoo
About Wesley Septoo
Wesley Septoo is a Managing Sales Executive at BrightRockZA, specializing in wealth management and investment advice. With over a decade of experience in the financial sector, he has held various roles including Wealth Advisor and Senior Tax Consultant, and has a strong academic background in Accounting and Finance.
Work at BrightRock
Wesley Septoo has been serving as the Managing Sales Executive and MSE Financial Advisor at BrightRockZA since 2021. In this role, he leads a team dedicated to delivering high-level service in wealth management, risk profile analysis, and investment advice. His focus includes executing a matched needs analysis tailored for both individual and corporate clients.
Previous Experience in Financial Services
Before joining BrightRockZA, Wesley Septoo worked at Liberty Group South Africa as a Wealth Advisor from 2010 to 2020. He also held the position of Senior Wealth Advisor at Discovery Limited for eight months in 2020 to 2021. Additionally, he spent nine years at the South African Revenue Service (SARS) as a Senior Tax Consultant, where he provided comprehensive financial services, including income tax and accounting services.
Education and Expertise
Wesley Septoo has a strong educational background in Accounting and Finance. He studied at the University of the Free State from 2009 to 2012. Prior to that, he attended the University of Stellenbosch from 2001 to 2006, where he achieved expertise in Financial Management. He also holds a Diploma in Audit and Finance from Nelson Mandela Metropolitan University, which he completed from 2001 to 2006.
Specializations and Services Offered
Wesley Septoo specializes in a variety of financial services, including estate planning, company secretarial services, and short-term insurance. His expertise extends to managing group life benefits such as pension and provident funds. He is known for his ability to conduct matched needs analysis, ensuring that both individual and corporate clients receive tailored financial solutions.