Simon Barnett

Simon Barnett Email and Phone Number

Investment Advisor @ Morgans Financial Brighton
Melbourne, VIC, AU
Simon Barnett's Location
Greater Melbourne Area, Australia
Simon Barnett's Contact Details

Simon Barnett personal email

About Simon Barnett

I believe in building robust, long term investment solutions to support my clients and their families for now and into the future.In the financial services industry since 2005, I’ve worked across the ASIA Pacific region for some of the largest banks and financial institutions, gaining expertise in domestic and global markets supporting a range of clients from both retail and wholesale backgrounds.My focus is on the client and I use my experience and expertise to develop sophisticated and personal solutions to meet their goals and objectives. My advice includes strategies within the asset classes of shares, listed property, fixed interest and cash and I believe in building long-term, deep trusted relationships with my clients and their families.

Simon Barnett's Current Company Details
Morgans Financial Brighton

Morgans Financial Brighton

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Investment Advisor
Melbourne, VIC, AU
Website:
morgans.com.au
Employees:
854
Simon Barnett Work Experience Details
  • Morgans Financial Brighton
    Investment Advisor
    Morgans Financial Brighton
    Melbourne, Vic, Au
    View
  • Morgans Financial Brighton
    Investment Advisor
    Morgans Financial Brighton Jul 2022 - Present
    Brighton, Victoria, Australia
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  • Westpac
    Private Wealth Executive
    Westpac Jan 2021 - Jun 2022
    Melbourne, Victoria, Australia
    View
  • Bt Financial Group
    Private Wealth
    Bt Financial Group May 2017 - Jan 2021
    Melbourne, Australia
    View
  • Nab
    Nab Wealth
    Nab Jun 2014 - May 2017
    Melbourne, Victoria, Australia
    View
  • Aon
    Business Development - Au / Sgp
    Aon Mar 2012 - Jun 2014
    Melbourne, Victoria, Australia
    View
  • Aon Hewitt Australia
    Senior Analyst
    Aon Hewitt Australia Mar 2009 - Mar 2012
    Melbourne, Victoria, Australia
    View
  • Ioof Holdings Ltd
    Analyst
    Ioof Holdings Ltd Dec 2005 - Mar 2009
    Hobart, Tasmania
    View

Simon Barnett Skills

Estate Planning Financial Advisory Banking Consulting Financial Planners Stakeholder Management Pensions Business Insurance Retirement Planning Sales New Business Opportunities Portfolio Management Superannuation Sales Operations Investments Relationship Management Business Analysis Financial Risk Tender Writing Business Development Finance Tender Preparation Asset Allocation Income Protection Investment Advisory Financial Services Wealth Management Life Insurance Equities Sales Management Management Consulting Business Planning Strategic Financial Planning Investment Strategies Risk Management Asset Management New Business Development Financial Analysis Disability Insurance Wealth Business Process Improvement Small Business General Insurance Sales Management Consulting Sales Presentations Retirement Employee Benefits Securities Tender Submissions

Simon Barnett Education Details

Frequently Asked Questions about Simon Barnett

What company does Simon Barnett work for?

Simon Barnett works for Morgans Financial Brighton

What is Simon Barnett's role at the current company?

Simon Barnett's current role is Investment Advisor.

What is Simon Barnett's email address?

Simon Barnett's email address is si****@****.com.au

What schools did Simon Barnett attend?

Simon Barnett attended Kaplan Professional, University Of Tasmania.

What are some of Simon Barnett's interests?

Simon Barnett has interest in Children, Bike Riding, Civil Rights And Social Action, Environment, Poverty Alleviation, Running, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Swimming And Family.

What skills is Simon Barnett known for?

Simon Barnett has skills like Estate Planning, Financial Advisory, Banking, Consulting, Financial Planners, Stakeholder Management, Pensions, Business, Insurance, Retirement Planning, Sales, New Business Opportunities.

Who are Simon Barnett's colleagues?

Simon Barnett's colleagues are Patricia Tsicalas, Ashley Sim, James Filius, Shaun Trewin, Margaret Morrissey, Jaarod Holmes, Simon Callaghan, Cfa.

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