Sion Gelgor  Ca (Sa)

Sion Gelgor Ca (Sa) Email and Phone Number

Wealth Specialist @ Carrick Wealth
Cape Town, WC, ZA
Sion Gelgor Ca (Sa)'s Location
City of Cape Town, Western Cape, South Africa, South Africa
Sion Gelgor Ca (Sa)'s Contact Details

Sion Gelgor Ca (Sa) personal email

About Sion Gelgor Ca (Sa)

Thanks for opening my page! If we aren't already connected, then please click the connect button, and I would personally like to welcome you to my network of investors and business leaders. WHAT I DO : I provide high net worth individuals with useful information to optimise their wealth planning, by providing independent offshore and local advice. Ensuring sound investment guidance and tax efficient planning. WHAT MAKES ME DIFFERENT: Over 25 years of experience in the financial service industry both offshore and in South Africa. A CA (SA) and also qualified as a CA in Australia. I have the knowledge, skills and understanding of the numerous offshore and local options available and their benefits to ensure my clients receive the best independent advice. I have also held the roles of head of finance in a JSE listed REIT (property company), Head of Finance for over R40bn of pension funds at Old Mutual and CFO/COO for an offshore ETF Assets Manager. WHO I WORK WITH: I am a senior wealth specialist at Carrick Wealth - an independent financial advisory firm. Being independent allows us to offer financial solutions across many financial solutions providers, both locally and offshore. WHY IT WORKS: At Carrick Wealth, we champion respect, integrity, professionalism, mentorship and character development. We seek out those who display the qualities we admire even in our investors.HOW IT WORKS: If you are interested in what I do and would like more information, set up an appointment with me. CONNECT WITH ME: Reach out to me directly here on LinkedIn via a message. Alternatively, call me on 084 908 2448 or sion.gelgor@carrick-wealth.com or book an appointment here: https://calendly.com/sion-gelgor/30minI look forward to preserving, protecting and growing your wealth.

Sion Gelgor Ca (Sa)'s Current Company Details
Carrick Wealth

Carrick Wealth

View
Wealth Specialist
Cape Town, WC, ZA
Employees:
149
Sion Gelgor Ca (Sa) Work Experience Details
  • Carrick Wealth
    Wealth Specialist
    Carrick Wealth
    Cape Town, Wc, Za
  • Carrick Wealth
    Independant Financial Advisor & Wealth Specialist
    Carrick Wealth Feb 2016 - Present
    Carrick Financial Services (Pty) Ltd. is a Wealth and Capital management company that guides high net worth individuals onward to real dominion over their financial future. The company offers independent financial advice and a comprehensive spectrum of the finest financial products through well-respected international financial institutions. Carrick’s advisory team employs financial diversification and active portfolio management to prepare our clients for a truly prosperous future. Guided by a masterful understanding of every financial situation, through careful financial planning, strategic implementation and ongoing management, we build long-term wealth. Capital protection is the central pillar in our success. The security of our client’s money is our chief concern and we employ the legal and technical knowledge and investment experience gained over decades to defend and grow your wealth. The Carrick seal carries with it the principles of trust, professionalism and partnership
  • Carrick Wealth
    Wealth Specialist
    Carrick Wealth Feb 2016 - Present
    Cape Town Area, South Africa
    Carrick Wealth (Pty) Ltd. is a Wealth and Capital management company that guides high net worth individuals onward to real dominion over their financial future. The company offers independent financial advice and a comprehensive spectrum of the finest financial products through well-respected international financial institutions.Carrick Wealth's advisory team employs financial diversification and active portfolio management to prepare our clients for a truly prosperous future. Guided by a masterful understanding of every financial situation, through careful financial planning, strategic implementation and ongoing management, we build long-term wealth. Capital protection is the central pillar in our success. The security of our client’s money is our chief concern and we employ the legal and technical knowledge and investment experience gained over decades to defend and grow your wealth. The Carrick Wealth seal carries with it the principles of trust, professionalism and partnership.
  • Stylo Investments
    Coo/Cfo
    Stylo Investments Jul 2014 - Jan 2016
    Green Point Cape Town
    Global ETF ManagerStylo builds, manages and re-balances global portfolios using low-cost index funds. Stylo services high net worth individuals , pension funds and Institutions.
  • Synergy Income Fund Ltd
    Head Of Finance And Admin
    Synergy Income Fund Ltd Mar 2012 - Nov 2013
    Cape Town
    JSE Listed Retail Property Fund
  • Retail Africa
    Cfo - Retail Africa Asset Managment
    Retail Africa Oct 2008 - Jan 2012
    Cape Town Area, South Africa
    Retail Property Fund
  • Old Mutual South Africa
    Group Financial Manager
    Old Mutual South Africa Oct 2004 - Sep 2008
    Cape Town
  • Barry Mendel Frank
    Senior Manager
    Barry Mendel Frank Jun 2000 - Feb 2004
    Sydney Australia
  • Pkf South Africa
    Audit Senior
    Pkf South Africa Feb 1991 - Jan 1994
    Johannesburg Area, South Africa

Sion Gelgor Ca (Sa) Skills

Negotiation Financial Analysis Strategic Planning Business Planning Due Diligence Financial Reporting Financial Modeling Financial Planning Entrepreneurship Management Valuation Forecasting Managerial Finance Entrepreneurial Skills Profitability Finance Investments Asset Management Business Strategy Financial Management Consolidation Problem Solving Offshore Investments International Tax Foreign Investment Investment Advisory Investment Advisory Services Contract Negotiation Portfolio Management

Sion Gelgor Ca (Sa) Education Details

Frequently Asked Questions about Sion Gelgor Ca (Sa)

What company does Sion Gelgor Ca (Sa) work for?

Sion Gelgor Ca (Sa) works for Carrick Wealth

What is Sion Gelgor Ca (Sa)'s role at the current company?

Sion Gelgor Ca (Sa)'s current role is Wealth Specialist.

What is Sion Gelgor Ca (Sa)'s email address?

Sion Gelgor Ca (Sa)'s email address is sj****@****ail.com

What schools did Sion Gelgor Ca (Sa) attend?

Sion Gelgor Ca (Sa) attended University Of The Witwatersrand, King David High School, Sa Institute Of Chartered Accountants, King David Schools'​ Foundation Alumni.

What skills is Sion Gelgor Ca (Sa) known for?

Sion Gelgor Ca (Sa) has skills like Negotiation, Financial Analysis, Strategic Planning, Business Planning, Due Diligence, Financial Reporting, Financial Modeling, Financial Planning, Entrepreneurship, Management, Valuation, Forecasting.

Who are Sion Gelgor Ca (Sa)'s colleagues?

Sion Gelgor Ca (Sa)'s colleagues are Mark Pretorius, Andrew Newey, Ammaar Mongratie, Shannon Von Buchenroder, Costas Pavlou, Talia Mclaren, Chris Anderson.

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