Simon Reed
Stockbroker
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
Stockbroking
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
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Competencies
Margin Lending
Superannuation
Derivatives Level 1
Managed Investments
Generic
Securities
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.
