Simon Hopkins
(
Melbourne
)
BCom GradDipAppFin
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Senior Adviser
"I work with individuals, families and non-tax paying entities managing investment portfolios applying appropriate asset allocation.
My experience has seen me navigate different market cycles and the value in comprehensive long-term advice."
Simon has been advising clients for over 25 years, previously working as a director with Goldman Sachs JBWere. Simon joined Morgans in 2010.
Investment Style
Simon takes a long-term value approach, building portfolios using fixed interest, Australian shares, international shares and property trusts.
Services and Specialties
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Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
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Associations
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Competencies
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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.
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