Simon Davies

Simon has worked in the corporate and financial advisory industries for 20 years. Previous wealth management roles in Australia have been with Bell Potter Securities and UBS Wealth Management and prior to that he was based in Hong Kong working on some of Asia’s largest corporate transactions.

Investment Style

Simon’s disciplined wealth management style is to listen to your wealth management needs, establish a business plan with you, carefully implement the business plan and respectfully manage your wealth, while ‘sticking to the business plan'. Simon enjoys making a difference to the financial future of many family groups and takes pride in having high-contact working relationships with his extremely-valued client base. Successfully managing wealth is a marathon, not a sprint.

Services and Specialties

Fixed Interest and Cash Management

Investment advice within Superannuation

Philanthropic Services

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Simon Davies's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Professional Diploma in Securities & Derivatives

Ethics and Professional Relationships

Diploma of Financial Services

Margin Lending Accreditation Program

Derivatives Accreditation Program

Associations

No items found.

Competencies

Derivatives Level 1

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.