Simon Mason Email & Phone Number

Perth, Wa, Au

Sydney, Nsw, Au

In May last year, I took on the additional responsibilities of National Head of Sales Enablement, a newly created team that I designed to build the capability of our sales teams, and to improve the execution and impact of our sales and change initiatives in market. This team is now responsible for the ideation, prioritisation and execution of our product, operational and sales messages to our clients.

Sydney, Nsw, Au

I have been the Regional Manager of the Macquarie Wealth Solutions business for the past 8 years. I have led a team of sales professionals in Adelaide and Perth who are responsible for the distribution of our Wrap, Managed Accounts, and Cash solutions to third party intermediaries. Our clients are financial planners, stockbrokers and accountants, and our role is to help them build successful businesses through the adoption of our product set and the efficiencies that they generate.I have also represented the Macquarie Virtual Adviser Network (VAN) in WA and SA, which is the business consulting group within Macquarie Wealth Solutions. VAN aims to accelerate growth through its membership base through the collaboration of its principals, the sharing of thought leadership, and the application of specific skill sets into the right businesses at the right time.As part of my role as State Leader, I sit on the Wealth Solutions Leadership Team, helping shape the future direction of our Wealth business.

North Sydney, New South Wales, Au

I led the Practice Management Team in WA for the MLC Aligned Dealer Groups including Garvan, Apogee, Godfrey Pembroke, Meritum and MLC Financial Planning. We were responsible for the growth and development of the firms aligned to our AFSL’s, as well as ensuring they met rigorous compliance standards. Our remit included in-depth business planning and coaching to ensure the principals of these firms were meeting their growth objectives. The work we conducted included annual and 90-day business planning, succession planning, building client value propositions, building pricing frameworks, assisting with marketing and client acquisition strategies including building centres of influence, constructing investment philosophies and house views, and ensuring they were at the forefront of the adoption of technology.Part of this role included being a member of the National Leadership Team at MLC where we decided the strategic direction of the MLC Advice business.

Sydney, Nsw, Au

Melbourne, Victoria, Au

I was responsible for driving platform and investment growth within the MLC aligned licensees in WA. This included Garvan, Apogee, Godfrey Pembroke, Meritum, and NAB Financial Planning. My product set included a Master Trust, Wrap Platform and the MLC and NAB Invest stable of managed funds.

I was responsible for the distribution of all OnePath (ING) products, including platforms, insurance, and Optimix Investments. I worked with a large panel of advice firms across the Perth market, representing a broad cross section of self-licensed firms and various dealer groups.

I managed a team of people who were responsible for maintaining the Approved Product List for the Asgard Platform, and for the Performance Reporting for the Asgard Platform. This involved preparing and delivering proposals to the Investment Governance Board, consulting with hundreds of fund managers, and upskilling and motivating a relatively young and inexperienced team.

Advanced Diploma Of Financial Planning (Fs), Financial Planning

Education record