"I consider your whole financial situation and aim to provide comprehensive advice on equity, cash and bond investments."
Simon holds Bachelor of Commerce and Bachelor of Laws degrees (University of Queensland) and has worked in the financial services industry since 1996. Simon has worked as a Tax Adviser with Price Waterhouse Coopers and has been a Stockbroker since 2000.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Options and Warrants
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Simon advises on derivatives and Australian shares with a focus on creating 'Blue Chip' investment portfolios. His style of investing focuses on investing in Australian resources and industrial companies both in and out of the ASX 200. Simon also has a particular interest in providing direct equity advice to Self Managed Superannuation Funds.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, University of QLD, 1997
- Bachelor of Laws, University of QLD, 1997
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.