Simon Reed

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

Portfolio Administration

Margin Lending and Gearing Strategies

Options and Warrants

Self-Managed Super Funds

Stockbroking

Fixed Interest and Cash Management

Industry Experience

Sectors Covered

Simon Reed's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Science (Honours)

Ethics and Professional Relationships

Diploma of Education

Graduate Diploma of Applied Finance

Associations

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Managed Investments

Securities

Derivatives Level 1

Superannuation

Generic

Margin Lending

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.