Simon has a financial markets career spanning more than 20 years, including 13 years at Macquarie prior to Koda.
Simon joined Koda with a financial markets career spanning more than 20 years, including 13 years at Macquarie.
He provides investment advice, governance, policy, strategy and portfolio management services to high net-worth individuals, families, charities, foundations, and non-profit organisations.
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 has a Master of Applied Finance, Bachelor of Economics, Graduate Diploma in Applied Finance & Investment, and has completed the AICD Duties, Responsibilities & Finance for the Not-for-Profit Director.
He serves on the St Vincent’s Health Network Sydney (SVHNS) Audit & Risk Committee, is a Financial Standard’s Power50 ranked adviser, as well as a Barron’s Top 50 and Top 100 Adviser.
Simon works alongside Jordan Ryan and Michelle Lam in a team to provide clients with suitably successful investment outcomes in a transparent, prudent, ethical and cost effective manner.