Head of Sales and Relationships,
VIC, SA, WA & TAS
Simon joined Apricity Finance in 2015 as Director of Sales and Marketing. Simon has 30 years’ experience in investment management and private client advisory. As a fixed income investment manager, Simon worked with Potter Warburg Asset Management, Mercury Asset Management and Tyndall Asset Management in both Sydney and Melbourne managing large fixed interest portfolios, covering investment strategy and risk management. In 2002, Simon commenced with Perpetual Private Clients as a private client advisor to high net worth clients before opening an office for Macquarie Private Wealth in Bowral, NSW. Simon was also founder and Sole Director of Medico Legal Specialist and is currently a Director of the Southern Highlands Foundation.
If you could invite five people to a dinner party, dead or alive, who would they be?
Keith Richards, Bob Hawke, Graeme Kennedy, Julie Bishop and Dawn French, for all of their different personalities.
What three items would you take with you to a deserted island?
● Mobile Phone
What is your favourite holiday destination and why?
London - see family
What is the best piece of advice you've ever received?
If money was no object, what would you do all day?