"My goal is to preserve and grow your wealth for future generations."
Simon has worked in the corporate and financial advisory industries for 20 years. Previous wealth management roles in Australia have been with Bell Potter Securities and UBS Wealth Management and prior to that he was based in Hong Kong working on some of Asia’s largest corporate transactions.
Services and specialities
- Fixed Interest and Cash Management
- Investment advice within Superannuation
- Philanthropic Services
- Superannuation Advice
- Wealth Management
Investment Style
Simon’s disciplined wealth management style is to listen to your wealth management needs, establish a business plan with you, carefully implement the business plan and respectfully manage your wealth, while ‘sticking to the business plan'. Simon enjoys making a difference to the financial future of many family groups and takes pride in having high-contact working relationships with his extremely-valued client base. Successfully managing wealth is a marathon, not a sprint.
Industry Education & Experience
Qualifications
- Diploma of Financial Services, Kaplan, 2009
- Professional Diploma in Securities & Derivatives, SAA, 2009
- Ethics and Professional Relationships, QUT, 2020
- Margin Lending Accreditation Program, Deakin Prime, 2011
- Derivatives Accreditation Program, Deakin Prime, 2011
Approved Competencies
- Derivatives Level 1
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.