Simon has a financial markets career spanning more than 20 years, including 13 years at Macquarie prior to Koda.
Highly process driven, Simon provides best practice end-to-end investment services to not-for-profit organisations and high net worth families.
These clients have similar needs including, bespoke investment strategies for unique risk/return requirements, a preference for low volatility investment across asset classes to preserve and grow capital in real terms, generation of strong cash flows and investment income to support mission delivery and intergenerational wealth objectives, maximising after-tax benefits of franking credits, as well as operating within specified liquidity guidelines and investment time frames.
Working with boards, investment committees and specialist advisors on asset allocation strategies, portfolio construction, investment selection, after-tax management, ethical preferences, philanthropic support, as well as governance, risk management and compliance are important services Simon provides to clients.
Simon’s qualifications include a Master of Applied Finance, Graduate Diploma of Applied Finance and Investment, as well as a Bachelor of Economics. Simon has also completed the Australian Institute of Company Directors course Duties, Responsibilities and Finance for the Not-for-Profit Director.
Simon’s objective is to provide his clients with suitably successful investment outcomes in a transparent, prudent, ethical and cost effective manner.