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Simon Hopkins
BCom GradDipAppFin
Senior Adviser/ Branch Principal
"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.
Investment Style
Simon takes a long-term value approach, building portfolios using fixed interest, Australian shares, international shares and property trusts.
Services and Specialties
Superannuation Advice
Wealth Management
Retirement and Estate Planning
Stockbroking
Fixed Interest and Cash Management
Philanthropic Services
Qualifications and Professional Affiliations
Diploma of Financial Planning
Graduate Diploma of Applied Finance & Investment
Bachelor of Commerce (Economics)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Derivatives Level 2
Generic
Securities
Derivatives Level 1
Superannuation
Financial Planning
Margin Lending
Life Insurance
Managed Investments
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of percentage of fees. As a Principal of Managing Wealth Pty Ltd, I may be entitled to a share of profits.
