Commencing his career with National Australia Bank in 1995, Simon spent two formative years (1998-2000) in London with global investment banks JP Morgan Chase & Co. and Goldman Sachs. Since 2000, Simon has delivered tailored investment advice through F W Holst & Co., E.L. & C. Baillieu, and Ord Minnett. Simon brings three decades of financial services expertise, spanning wealth management, stockbroking, institutional equities, and foreign exchange.
Simon advises private clients, small-to-medium business owners, family offices, self-managed super funds (SMSFs), and not-for-profit organisations. His specialisations include asset allocation, portfolio construction and management, investment strategy, and financial and retirement planning.
Simon is committed to cultivating long-term, trusted client relationships, collaborating closely to optimise investment structures and strategies, and enabling clients to achieve their financial and lifestyle aspirations. He is also a Master Practitioner of the Stockbrokers and Investment Advisers Association (SIAA).
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