With over 15 years of experience within the financial services industry, Simon is committed to improving the lives of his clients. His conscientious approach, attention to detail, and unwavering professionalism have been instrumental in delivering exceptional results throughout his career. Simon has completed formal RG146 qualifications in Securities, Managed Investments, Derivatives, and Foreign Exchange, however, it’s his down-to-earth attitude that clients value the most. Simon takes the time to get to know each client, understanding their goals and matching them with the best adviser to meet their unique needs.
Simon’s ability to connect with clients, and commitment to outstanding customer service, has earned him numerous accolades and recognition within the industry. Passionate about continuous self-improvement and expanding his expertise to better serve his clients, Simon is currently completing his Graduate Diploma in Financial Planning.
Beyond his professional endeavours and academic studies, Simon enjoys staying active through tennis and gym workouts, exploring new travel destinations, and expanding his knowledge of global financial markets.