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Simon Barnett

Simon Barnett

BCom GradDipAppFin
Authorised representative number: 001003710

Investment Adviser

I believe in building robust, long term investment solutions to support my clients and their families for now and into the future

Simon has been in the financial services industry since 2005. He has worked across the ASIA Pacific region for some of the largest banks and financial institutions, with expertise in domestic and global markets supporting a range of clients from both retail and wholesale backgrounds.

Investment Style

Simon focuses on having the client at the centre of his recommendations, using his experience and expertise to develop sophisticated and personal solutions to meet their goals and objectives. Simon's advice includes strategies within the asset classes of shares, listed property, fixed interest and cash. Simon believes in building long-term, deep trusted relationships with his clients and their families.

Services and Specialties

Fixed Interest and Cash Management
Self-Managed Super Funds
Superannuation Advice
Wealth Management
Investment Advice
Financial Planning

Industry Experience

Sectors Covered

Simon Barnett's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce
Graduate Diploma of Applied Finance (Financial Planning)
RG 146 (Securities & Managed Investments)
Ethics & Professional Standards for Financial Advisers
928 Margin Lending
FPC003 Superannuation and Retirement Advice

Associations

No items found.

Competencies

Managed Investments
Generic
Securities
Superannuation
Margin Lending

I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of salary.