Simon Hopkins Email & Phone Number

I am a Stockbroking and Wealth Management Executive with 20 years' experience and expertise in fixed interest and equities. I have been Branch Principal of Morgans Camberwell since 2010. My primary responsibility is working closely with individuals, families and non tax paying entities (charities, endowment funds) to manage investment portfolios applying both appropriate asset allocation and risk profile. A large part of my role involves keeping clients informed. My experience has seen me navigate different market cycles and the value in comprehensive long term advice. I enjoy working with people and groups to achieve financial goals.I also provide specialist advice on superannuation and retirement planning.My previous experience includes Director at Goldman Sachs JBWere for ten years. My first share purchase was in Year 10 which was a great learning experience. Being Branch Principal I understand the challenges faced in running a business.Areas of expertise:- Fixed Interest- Equities- Portfolio Management- Retirement Planning- Superannuation- Investment MandatesIf you would like to discuss how we can assist your family or organisation please call or email our office.

Listed skills include Investments, Stockbroking, Financial Markets, Wealth Management, and 12 others.