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Simon Gvalda Email & Phone Number

Consultant and Operations Manager at Kaizen Recruitment
Location: Melbourne, Victoria, Australia 10 work roles 3 schools
1 work email found @eqt.com.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@eqt.com.au
LinkedIn Profile matched
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Current company
Role
Consultant and Operations Manager
Location
Melbourne, Victoria, Australia
Company size

Who is Simon Gvalda? Overview

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Quick answer

Simon Gvalda is listed as Consultant and Operations Manager at Kaizen Recruitment, a with 14 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at eqt.com.au and a matched LinkedIn profile for Simon Gvalda.

Simon Gvalda previously worked as Manager - ESG, Responsible Investment, Wealth Management and Financial Planning Recruitment at Kaizen Recruitment and Manager - ESG, Responsible Investment, Wealth Management & Financial Planning Recruitment at Kaizen Recruitment. Simon Gvalda holds Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy from Deakin University.

Company email context

Email format at Kaizen Recruitment

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{first_initial}{last}@eqt.com.au
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AeroLeads found 1 current-domain work email signal for Simon Gvalda. Compare company email patterns before reaching out.

Profile bio

About Simon Gvalda

Areas of Specialisation: ESG, Responsible Investment, Sustainability, Financial Advice and Wealth Management, Locations: Melbourne, Sydney, Brisbane, Perth and Adelaide with capability to recruit Australia-wide.Utilising his background in Financial Services, Simon is applying his knowledge and expertise of the industry to better understand his candidates and clients needs, in order to match amazing talent with great employers.Check out my Sourcr profile: https://www.sourcr.com/recruiter/simon-gvalda

Listed skills include Wealth Management, Finance, Financial Analysis, Customer Service, and 20 others.

Current workplace

Simon Gvalda's current company

Company context helps verify the profile and gives searchers a useful next step.

Kaizen Recruitment
Kaizen Recruitment
Consultant and Operations Manager
Melbourne, VIC, AU
Employees
14
AeroLeads page
10 roles

Simon Gvalda work experience

A career timeline built from the work history available for this profile.

Manager - Esg, Responsible Investment, Wealth Management And Financial Planning Recruitment

Melbourne, Vic, Au

Manager - Esg, Responsible Investment, Wealth Management & Financial Planning Recruitment

Melbourne, Victoria, Australia

At Kaizen I specialise in ESG, sustainable / responsible investment and wealth management / financial planning recruitment from the junior level through to senior positions.Kaizen services a broad range of clients across funds management, superannuation, wealth management, insurance, asset consulting and custody. Since our inception, Kaizen has established preferred supplier agreements with many industry leading firms.At Kaizen Recruitment, our philosophy is simple; we put the service, solution and commitment back into recruitment. By design, our business is focused on select client relationships in the financial services sector. This affords us to cultivate intimate networks of talent within the industry and allows us to form enduring strategic partnerships with our clients.

Principal Recruitment Consultant

Melbourne, Victoria, Australia

Dec 2021 - Dec 2022

Senior Recruitment Consultant

Melbourne, Victoria, Australia

Mar 2021 - Dec 2021

Recruitment Consultant

Melbourne, Victoria, Australia

Mar 2020 - Mar 2021

Private Client Associate Adviser / Paraplanner

Jul 2018 - Mar 2020

Paraplanner

Writing Statements of Advice.

Mar 2016 - Jul 2018

Business Support Officer

Melbourne, Australia

• Prepare compliant and personalised Statements of Advice (SoA)• Design and roll out process improvements to create efficiencies across end to end business workflow• Produce client portfolio review reports in a timely manner.• Maintain client records database through XPlan• Fix Xplan technical issues• Manage and coordinate outsourced staff• Maintain up to date knowledge of the industry and regulation• Provide support to a team of six advisers• Pro-actively engage with advisers to ensure compliance and up take of evolving workplace procedures

Sep 2014 - Mar 2016

Client Services Officer

Morgan Wealth Management Group is a boutique firm that provides financial and investment advice to high net worth clients. They also advise on Self Managed Super Funds.Responsibilities included liaising directly with clients, maintaining client investment portfolios using XPLAN and general office administrative tasks to provide direct assistance to the four Financial Advisers.Morgan Wealth Management Group provides a broad range of financial and investment advice to professionals, senior managers, business owners and retirees throughout Australia. The firm has particular expertise in self-managed superannuation funds providing a complete fund administration and investment advice service to fund trustees.

Jul 2012 - Aug 2014
Team & coworkers

Colleagues at Kaizen Recruitment

Other employees you can reach at kaizenrecruitment.com.au. View company contacts for 14 employees →

3 education records

Simon Gvalda education

Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy

FAQ

Frequently asked questions about Simon Gvalda

Quick answers generated from the profile data available on this page.

What company does Simon Gvalda work for?

Simon Gvalda works for Kaizen Recruitment.

What is Simon Gvalda's role at Kaizen Recruitment?

Simon Gvalda is listed as Consultant and Operations Manager at Kaizen Recruitment.

What is Simon Gvalda's email address?

AeroLeads has found 1 work email signal at @eqt.com.au for Simon Gvalda at Kaizen Recruitment.

Where is Simon Gvalda based?

Simon Gvalda is based in Melbourne, Victoria, Australia while working with Kaizen Recruitment.

What companies has Simon Gvalda worked for?

Simon Gvalda has worked for Kaizen Recruitment, Equity Trustees, Fmd Financial Pty Ltd, and Morgan Wealth Management Group.

Who are Simon Gvalda's colleagues at Kaizen Recruitment?

Simon Gvalda's colleagues at Kaizen Recruitment include Paris Deligianis, Jerone Ducanes, Chrp®, Amanda Chisholm, Joseph Fox, and Julian Soames.

How can I contact Simon Gvalda?

You can use AeroLeads to view verified contact signals for Simon Gvalda at Kaizen Recruitment, including work email, phone, and LinkedIn data when available.

What schools did Simon Gvalda attend?

Simon Gvalda holds Bachelor Of Commerce (Bcom), Finance, Economics & International Trade And Economic Policy from Deakin University.

What skills is Simon Gvalda known for?

Simon Gvalda is listed with skills including Wealth Management, Finance, Financial Analysis, Customer Service, Equities, Financial Advisory, Financial Planning, and Leadership.

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