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Simon Barnett
BCom GradDipAppFin
Investment Adviser
I believe in building robust, long term investment solutions to support my clients and their families for now and into the future
Simon has been in the financial services industry since 2005. He has worked across the ASIA Pacific region for some of the largest banks and financial institutions, with expertise in domestic and global markets supporting a range of clients from both retail and wholesale backgrounds.
Investment Style
Simon focuses on having the client at the centre of his recommendations, using his experience and expertise to develop sophisticated and personal solutions to meet their goals and objectives. Simon's advice includes strategies within the asset classes of shares, listed property, fixed interest and cash. Simon believes in building long-term, deep trusted relationships with his clients and their families.
Services and Specialties
Fixed Interest and Cash Management
Superannuation Advice
Wealth Management
Self-Managed Super Funds
Financial Planning
Investment Advice
Qualifications and Professional Affiliations
Graduate Diploma of Applied Finance (Financial Planning)
FPC003 Superannuation and Retirement Advice
Bachelor of Commerce
Core 1 - Securities & Managed Investments
Ethics & Professional Standards for Financial Advisers
928 Margin Lending
Associations
No items found.
Competencies
Superannuation
Margin Lending
FASEA Financial Adviser Exam
Managed Investments
ASIC Financial Advisers Register
Securities
Generic
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary.
