With over 30 years of experience in financial services, Simon brings a depth of global expertise and a passion for helping clients navigate their financial lives with confidence.
The first half of his career was spent in investment banking, including nearly a decade working in Tokyo, New York, and London. For the past 15 years, He has worked as a financial adviser, building strong, trusted relationships and delivering personalised advice tailored to each client’s goals.
Simon holds a Bachelor of Business from the University of Technology Sydney, majoring in Finance and Accounting. His experience also extends to supporting clients with philanthropic interests, drawing on hands-on involvement in governance and financial oversight within the charitable sector.
Outside of work, Simon has a strong interest in Japanese language and culture. One of his long-term goals is to renovate a traditional home in rural Japan and become part of the local community by helping locals learn English. He also enjoys spending time with his family, volunteering, and bringing a sense of gratitude towards life through small rituals such as making sure he does one fun thing each day.
Your adviser is based at our Sydney office
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