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Simon Davies
Senior Investment Adviser
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.
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.
Services and Specialties
Superannuation Advice
Fixed Interest and Cash Management
Investment advice within Superannuation
Philanthropic Services
Wealth Management
Qualifications and Professional Affiliations
Derivatives Accreditation Program
Professional Diploma in Securities & Derivatives
Diploma of Financial Services
Margin Lending Accreditation Program
Ethics and Professional Relationships
Associations
No items found.
Competencies
Generic
Margin Lending
Securities
Managed Investments
Derivatives Level 1
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.
