A city skyline at night with a boat in the water.
Simon Reed

Simon Reed

Authorised representative number: 000259428


I provide objective advice based on informed analysis, prudent judgement and diligent effort to assist clients in achieving their investment goals.
Simon has worked in the financial services industry since 1986 and has experience in research roles, management and as a senior private client adviser. He holds a Bachelor of Science (Hons), Diploma of Education, and a Graduate Diploma of Applied Finance and Investment.

Investment Style

Simon maintains a strong focus on wealth creation through a portfolio based approach, utilising both growth and income strategies. His analytical background gives him added skills in stock picking for more active investors, whilst also sustaining a special interest in the resource sector, given his formal qualifications as a geologist.

Services and Specialties

Margin Lending and Gearing Strategies
Options and Warrants
Self-Managed Super Funds
Fixed Interest and Cash Management
Portfolio Administration

Qualifications and Professional Affiliations

Graduate Diploma of Applied Finance
Bachelor of Science (Honours)
Diploma of Education
Ethics and Professional Relationships


Member of Stockbrokers and Investment Advisers Association (MeSIAA)


Margin Lending
Derivatives Level 1
Managed Investments
I am employed by New Quattro Pty Ltd T/A which operates the business of Morgans Financial Limited - Newstead. My employer remunerates me by way of salary. As a shareholder of New Quattro Pty Ltd T/A, I may be entitled to a share of profits.