"I work with individuals, families and non-tax paying entities managing investment portfolios applying appropriate asset allocation.
My experience has seen me navigate different market cycles and the value in comprehensive long-term advice."
Simon has been advising clients for over 20 years, previously working as a director with Goldman Sachs JBWere. Simon joined Morgans Hawthorn in 2010.
Services and specialities
- Philanthropic Services
- Stockbroking
- Wealth Management
- Retirement and Estate Planning
- Superannuation Advice
- Fixed Interest and Cash Management
Investment Style
Simon takes a long-term value approach, building portfolios using fixed interest, Australian shares, international shares and property trusts.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Economics), Deakin University, 1996
- Graduate Diploma of Applied Finance & Investment, Securities Institute Australia, 2003
- Diploma of Financial Planning, Kaplan Professional, 2013
- TASA and the TPB Code of Professional Conduct, Kaplan, 2016
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a principal of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. As a principal, I may be entitled to a share of profits.