Verified recordInvestment Management

Steph Roux

Portfolio Manager at Sa Asset Management

Based in City of Johannesburg, South Africa

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Seniority

Manager

Department

Finance & Accounting

Location

City of Johannesburg

Industry

Investment Management

Company size

9

Contact information

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Email

1 credit

s•••••••@saassetmanagement.co.za

Phone

5 credits

+27 ••• •••• ••••

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Background

About Steph Roux

I started working as Paraplanner during my final year of studies in order to gain practical experience in the investment industry, which assisted me in the completion of my CFA® level 1 examination in June 2013. I was employed in this role for 8 months before receiving an opportunity to work with the Managing Director of Efficient Advise. Efficient Advise encouraged me to further my studies in financial planning and assisted me in obtaining my Post Graduate Diploma in Financial Planning. I am also privileged to have obtained the CFP® designation. I further intend to resume my studies towards my CFA® designation in 2017. Having been employed by Efficient Advise, I was granted the opportunity to further my career in the investment industry by joining Credo Wealth as a Relationship Manager between 2017 and 2019. I am now permanently employed at SA Asset Management.

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