Chief Financial Officer
Current
Jan 2018 - Present
AeroLeads people directory · profile
Mark Simons Email & Phone Number
Chief Financial Officer at Australian Ethical Investment
at
Australian Ethical Investment
1 work email found
@australianethical.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer at Australian Ethical Investment
Location
Sydney, New South Wales, Australia
Who is Mark Simons? Overview
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Quick answer
Mark Simons is listed as Chief Financial Officer at Australian Ethical Investment at Australian Ethical Investment, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at australianethical.com.au and a matched LinkedIn profile for Mark Simons.
Mark Simons previously worked as Chief Financial Officer at Australian Ethical Investment and Head of Product Finance & Administration at Australian Ethical Investment. Mark Simons holds Gaicd, Directorship from Australian Institute Of Company Directors.
Company email context
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{first_initial}{last}@australianethical.com.au
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Profile bio
About Mark Simons
I have an extensive track record in all market conditions, at all times delivering timely and accurate information, quality reporting and strategic business partnering. Listed below are my key achievements and skills. Key Achievements• Chaired finance workstreams for two successful property trust IPOs. • Provided finance diligence materials to enable successful privatisation of three LPTs• Project managed the wind up of an international listed Infrastructure fund • Prepared detailed technical accounting papers including analysing business combinations• Finance support to the successful sale of Challenger’s Infrastructure business unit • Appointed as director to 20 Challenger subsidiary boards and external audit committee• Built motivated, commercial and dynamic finance teams focussed on business partnering.Key Skills• Proven product Chief Financial Officer driving transaction support• Deliver quality financial management and statutory reporting.• Successful track record as General Manager delivering on strategic growth targets.• Exceptional business development skills supported by engaging client presentations• Influential commercial contract and fee negotiation.• Risk and compliance expertise linked to in-depth understanding of funds management industry.• Build strong working relationships with internal business partners, professional service providers and external clients.
Listed skills include Financial Services, Asset Management, Finance, Financial Risk, and 21 others.
Current workplace
Mark Simons's current company
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8 roles
Mark Simons work experience
A career timeline built from the work history available for this profile.
Head Of Product Finance & Administration
Jan 2017 - Jan 2018
Head Of Finance, Funds Management
- Responsible for finance teams in the Funds Management division providing accounting advice and tax compliance to Fidante Partners ($42 billion), Real Estate ($4.5 billion) and Fixed Income ($8.5 billion) business.
- Budgeting, forecasting and 5 year strategic plans identifying drivers to improve results and KPIs
- Treasury functions including weekly cash monitoring, cash forecasting and Treasurer liaison
- Preparing and presenting monthly performance reports, commenting on business performance, variances to budget and identifying areas for improvement if unfavourable forecasts and risks
- Adherence to statutory compliance with ASX listing rules, A-IFRS, Corporations Act, Tax Act.
- Subsidiary Finance Director (20 boards) and external audit committee member
Jul 2014 - Feb 2016
Cfo, Challenger Investment Partners
- Responsible for finance teams in the Challenger Investment Partners stable, providing accounting advice and tax compliance to Real Estate ($3.5 billion), Infrastructure ($2.5 billon ), Fixed Income ($7 billion).
- CFO for three listed property trusts and one listed infrastructure trust responsible for presenting results and educating independent RE board on impact of upcoming accounting standards.
- Lead finance support for property acquisitions, divestments, IPOs, rights issues, privatisations.
- Communication with investors, analysts and brokers post results for Infrastructure Fund.
- Treasury functions including negotiating new debt facilities, banking relationships, implementing hedging strategies.
- Business partner assisting with business cases, due diligence, review of transaction documents
Sep 2005 - Jun 2014
Head Of Fund Services, Corporate Trust
Responsible for providing third party responsible entity solution to equity funds; trustee to private equity funds; security trustee for property CMBS deals; trustee for corporate debt issues, infrastructure projects, and bond/security trustee for structured finance arrangements and custodian, registry and accounting services to property and mortgage funds.
Nov 2001 - Jul 2005
Financial Controller
Royal & Sun Alliance / Tyndall Australia
Financial Controller for listed Tyndall Meridian Trust ($450 million), listed Australian Healthcare Investment Fund, four unlisted property and mortgage trusts, 220 self managed super (DIY) funds, and financial risk manager for Guardian Trust.
Sep 1998 - Nov 2001
Audit Manager
Jul 1995 - Sep 1998
Assistant Audit Manager
Sep 1993 - Jun 1995
3 education records
Mark Simons education
Gaicd, Directorship
Australian Institute Of Company Directors
Ca, Accounting
Institute Of Chartered Accountants
Bbus, Finance/Accounting
University Of Technology Sydney
FAQ
Frequently asked questions about Mark Simons
Quick answers generated from the profile data available on this page.
What company does Mark Simons work for?
Mark Simons works for Australian Ethical Investment.
What is Mark Simons's role at Australian Ethical Investment?
Mark Simons is listed as Chief Financial Officer at Australian Ethical Investment at Australian Ethical Investment.
What is Mark Simons's email address?
AeroLeads has found 1 work email signal at @australianethical.com.au for Mark Simons at Australian Ethical Investment.
Where is Mark Simons based?
Mark Simons is based in Sydney, New South Wales, Australia while working with Australian Ethical Investment.
What companies has Mark Simons worked for?
Mark Simons has worked for Australian Ethical Investment, Challenger Limited, Perpetual Limited, Royal & Sun Alliance / Tyndall Australia, and Kpmg Australia.
How can I contact Mark Simons?
You can use AeroLeads to view verified contact signals for Mark Simons at Australian Ethical Investment, including work email, phone, and LinkedIn data when available.
What schools did Mark Simons attend?
Mark Simons holds Gaicd, Directorship from Australian Institute Of Company Directors.
What skills is Mark Simons known for?
Mark Simons is listed with skills including Financial Services, Asset Management, Finance, Financial Risk, Risk Management, Corporate Governance, Year End Close, and Fund Accounting.
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