Simon Phillips Email and Phone Number
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An experienced Investment professional with an excellent track record in precious metal mining and exploration investing. Lead significant fund allocations to established and emerging mining operations during the 10-year Chief Investment Officer role at Aurum Planning. Many of these groups subsequently grew into sizeable operations and created significant value for stakeholders. Maintains significant relationships with all aspects of mineral exploration and development, focusing on key dynamics that drive a successful resources project from exploration through to production.
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Chief Operating OfficerEverest Metals Corporation Jul 2022 - PresentPerth, Western Australia, AustraliaAs a Chief Operating Officer of an ASX listed Precious Metal/Battery Minerals exploring company, Simon's responsibilities include compliance with relevant laws such as the Corporations Act and Corporations Regulations, promoting and improving the company’s business to achieve its corporate objectives, and executing professional judgement by acting on own responsibilities and initiatives.Using the previous intensive experience as a Chairman of Investment Committee and lead overseeing significant fund allocations to emerging gold explorers and producers, contributed his skills for significant operational interaction with a variety of stakeholders, including geologists, drilling contractors and mining engineers, providing him with an excellent grounding in the key dynamics that drive a successful resources project from exploration through to production. -
Director/EditorAurum Echo Aug 2020 - PresentPerth, Western Australia, AustraliaEditor and publisher of financial commentary website AURUM ECHO.Aurum Echo delivers a collection of snippets and notes and its aim is to share anecdotes of a macro-economic nature in a world where mainstream financial press has completely lost its way due to its complicity in following the broken rhetoric of Central Bank whisperers and Wall Street types.Simon worked as a Senior Financial and Investment adviser in the Australian Financial Services Industry for more than 20 years. Simon was a major shareholder, Director, Adviser and Chief Investment Officer of Licensee, Aurum Planning Pty Ltd, until the company was sold in 2018.
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Chief Executive OfficerTwenty Seven Co. Limited Jan 2021 - Mar 2023Perth, Western Australia, AustraliaAs a Chief Executive Officer of an ASX listed Precious Metal exploring company, Simon’s responsibilities include compliance with relevant laws such as the Corporations Act and Corporations Regulations, promoting and improving the company’s business to achieve its corporate objectives, and executing professional judgement by acting on own responsibilities and initiatives.Using the previous intensive experience as a Chairman of Investment Committee and lead overseeing significant fund allocations to emerging gold explorers and producers, contributed his skills for significant operational interaction with a variety of stakeholders, including geologists, drilling contractors and mining engineers, providing him with an excellent grounding in the key dynamics that drive a successful resources project from exploration through to production.
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Senior AdviserTwilight Financial Services Apr 2018 - Aug 2020Perth, Western Australia, AustraliaSenior Adviser within boutique firm in South Perth, operating under purchased AFSL (see below). Working closely with clients to understand their needs, objectives & aspirations and advising them as to strategies to achieve their goals. • Investment advice and research, including direct equities trading• Working within legislative & technical frameworks • Funds management • SMSF advice • Product / platform research• Market commentary for sophisticated investors
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Director, Senior AdviserAurumplanning Pty.Ltd. Jan 2009 - Apr 2018Perth, Western Australia, AustraliaEstablished own AFSL and operated Financial Advisory/Planning company, acting as director, RO and Senior Adviser. Provided strategic advice to clients with a focus on Investment Advice, Asset Allocation and ongoing Asset Management• Senior Investment Adviser under Independent AFSL• Chairman of Investment Committee, Including Risk and Research into ASX listed investments, including Gold/Base metal Miners and Explorers• Product / platform and investment research for best facilitation of Advice and Investment process • Compliance officer • Established and managed Risk committee• Senior management duties, including procurement and budget coordination• Investigated market trends and developed investment strategies, with particular focus on Precious Metals markets• Senior Adviser, providing Risk, Investment and Funds Management adviceOngoing investment management included direct engagement with company management, including operational updates and various stakeholder engagement.
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Director, Senior AdvisrApwa Pty Ltd Jan 1998 - Jan 2009Perth, Western Australia, AustraliaDirector and Senior Adviser, operating under independent Corporate AFSL, Associated Planners. Provided financial advice to clients, with focus on Risk and Investment management.• Member of Investment Committee• Research reporting, Asset Allocation and execution though various broking and fund management platforms.Ongoing investment management included direct engagement with company management, including operational updates and various stakeholder engagement.
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Senior AdviseFinancial Wisdom Jan 1996 - Jan 1998Perth, Western Australia, AustraliaProviding financial advice to clients, with focus on direct equities trading and funds management.• Managing client portfolios• Implementing advice strategies whilst building client relationships
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AdviserPrudential Jan 1994 - Jan 1996Perth, Western Australia, AustraliaManaging client advice strategies, with a focus on Risk management and Superannuation -
International Sales And Marketing OfficerSanyo Trading Company Jan 1992 - Jan 1994Nagoya, Aichi, JapanGrow international sales opportunities for Japanese commodities company • Develop and implement international marketing strategy
Simon Phillips Education Details
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Financial Services Institute Of Australia (Finsia)Senior Associate -
Securities Institute Of Australia (Finsia)Diploma Of Financial Markets And Advising
Frequently Asked Questions about Simon Phillips
What company does Simon Phillips work for?
Simon Phillips works for Everest Metals Corporation
What is Simon Phillips's role at the current company?
Simon Phillips's current role is Chief Operating Officer at Everest Metals Corporation.
What is Simon Phillips's email address?
Simon Phillips's email address is sp****@****.com.au
What schools did Simon Phillips attend?
Simon Phillips attended Financial Services Institute Of Australia (Finsia), Securities Institute Of Australia (Finsia).
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Simon Phillips
Sales, Marketing & Operations | Creates Leaders | Improves Culture & ExperienceMelbourne, Vic2deakin.edu.au, latrobe.edu.au -
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Simon Phillips
Senior Policy And Projects Officer At Department Of Justice And Community Safety, VictoriaWest Melbourne, Vic1edumail.vic.gov.au
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