Simon O'Callaghan, Cfa

Simon O'Callaghan, Cfa Email and Phone Number

CFO at SGUA and PI-PLUS @ SGUA
Simon O'Callaghan, Cfa's Location
Perth, Western Australia, Australia, Australia
Simon O'Callaghan, Cfa's Contact Details

Simon O'Callaghan, Cfa work email

Simon O'Callaghan, Cfa personal email

n/a
About Simon O'Callaghan, Cfa

For over a decade I have been devoted to providing relevant wealth creation and protection strategies to a High Net Worth and Family Office client base. Utilising my financial modelling and strong presentation skills, I have achieved the ultimate goals of ensuring clients' understanding of sophisticated financial instruments and the delivery of solutions that are relevant and timely. My position requires utmost professionalism when dealing with all stakeholders, from Banking relationships to our esteemed client base, trust is hard earned and I focus each day on retaining such. With an ever changing potential client base, I have also spent the last 10 years refining my Business Development and Sales Skills all of which has culminated in consistently beating annual revenue targets.

Simon O'Callaghan, Cfa's Current Company Details
SGUA

Sgua

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CFO at SGUA and PI-PLUS
Simon O'Callaghan, Cfa Work Experience Details
  • Sgua
    Chief Financial Officer
    Sgua Dec 2021 - Present
    Perth, Western Australia, Au
    View
  • Sgua
    Finance Manager And Data Specialist
    Sgua May 2021 - Dec 2021
    Perth, Western Australia, Au
    View
  • Sgua And Pi-Plus
    Chief Financial Officer At Sgua And Pi-Plus
    Sgua And Pi-Plus May 2021 - Present
  • Bayswater Capital
    Head Of Sales And Equity Derivative Structuring
    Bayswater Capital Jan 2020 - Jul 2021
    Johannesburg, Gauteng, Za
    View
  • Bayswater Capital
    Financial Analyst
    Bayswater Capital Jan 2011 - Jan 2020
    Johannesburg, Gauteng, Za
    Analyse, structure and broke derivative and equity finance solutions.
    View

Simon O'Callaghan, Cfa Skills

Financial Analysis Financial Modeling Investments Risk Management Finance Valuation Financial Reporting Strategic Financial Planning Microsoft Excel Portfolio Management Financial Planning Financial Markets Strategic Planning Investment Banking Asset Managment Variance Analysis Forecasting

Simon O'Callaghan, Cfa Education Details

  • Cfa Institute
    Cfa Institute
    Cfa Charterholder
  • University Of Pretoria
    University Of Pretoria
    Financial Management
  • Christian Brothers College Bulawayo
    Christian Brothers College Bulawayo
    English

Frequently Asked Questions about Simon O'Callaghan, Cfa

What company does Simon O'Callaghan, Cfa work for?

Simon O'Callaghan, Cfa works for Sgua

What is Simon O'Callaghan, Cfa's role at the current company?

Simon O'Callaghan, Cfa's current role is CFO at SGUA and PI-PLUS.

What is Simon O'Callaghan, Cfa's email address?

Simon O'Callaghan, Cfa's email address is si****@****l.co.za

What schools did Simon O'Callaghan, Cfa attend?

Simon O'Callaghan, Cfa attended Cfa Institute, University Of Pretoria, Christian Brothers College Bulawayo.

What skills is Simon O'Callaghan, Cfa known for?

Simon O'Callaghan, Cfa has skills like Financial Analysis, Financial Modeling, Investments, Risk Management, Finance, Valuation, Financial Reporting, Strategic Financial Planning, Microsoft Excel, Portfolio Management, Financial Planning, Financial Markets.

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