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Amelia Morgenrood

Amelia Morgenrood

PSG Wealth

FSP no: 728  
CFP®

Amelia is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


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Contact information

 
 
0860 66 66 00 / 083 452 2396
 
296 Glenwood Road Lynnwood Park Pretoria 0081
 
  VISIT WEBSITE

About

With 24 years’ experience, and all the necessary academic qualifications, you will receive the best possible comprehensive financial advice. Assisted by a competent team of people in meeting clients’ needs. Qualifications: BComm (Risk Management) BComm Hons (Financial Planning) Certified Financial Planner CFP® Member of Institute of Stockbrokers Work Experience: 07/91- 07/99: Started career as dealer and script clerk at Ed Hern, Rudolph Inc which was bought by BoE Natwest in 1995, and later became BoE 08/99 – Currently: PSG Securities, later PSG Konsult, now PSG Wealth Affiliated with Investment Analyst Society, Institute of Stockbrokers & Financial Planning Institute

Company info

We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business.
You can trade directly in shares and other securities, or invest in unit trusts, local and offshore. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

Amelia on Moneyweb

Sasfin Bank, Cyril Ramaphosa, Edward Kieswetter, Standard Bank Group, Absa Group,

Can I offset my R1.5m assessed capital loss with Sars?

19 Apr 2018    11
What can I do to maximise the utilisation of this tax vehicle? ...

Markverslag

20 Mar 2018
Amelia Morgenrood – portefeuljebestuurder, PSG Faerie Glen in Pretoria ...

RSG Geldsake Dinsdag, 23 Februarie 2016

23 Feb 2016
Shoprite se winsgroei, WBHO-konstruksiegroep se dubbelsyfer-winsgroei, Aveng-konstruksiegroep se wins swaai en Curro-privateskolegroep se skerp winsstyging. ...

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