Simon Thompson

Simon Thompson Email and Phone Number

Managing Director and Adviser @ Acumen Asset Management Pty Ltd
Melbourne, VIC, AU
Simon Thompson's Location
Greater Melbourne Area, Australia
Simon Thompson's Contact Details

Simon Thompson work email

Simon Thompson personal email

n/a
About Simon Thompson

Simon specialises in portfolio management and providing strategic advice for clients in Australian and international equities, cash, fixed interest and property. This is predominately for Acumen’s Private and High Net Worth clients. He also assists clients with their overall financial needs including investment and superannuation planning, debt and gearing management, wealth protection and insurance planning.Simon helps clients build long term strategies to ensure that goals can be met such as extinguishing debt, building wealth or retiring comfortably.Simon is the owner & managing director of Acumen Asset Management. And has the following qualifications and designations: • Fellow of the Financial Services Institute of Australasia (FINSIA) – having over 15 years’ experience in,

Simon Thompson's Current Company Details
Acumen Asset Management Pty Ltd

Acumen Asset Management Pty Ltd

View
Managing Director and Adviser
Melbourne, VIC, AU
Simon Thompson Work Experience Details
  • Acumen Asset Management Pty Ltd
    Managing Director And Adviser
    Acumen Asset Management Pty Ltd
    Melbourne, Vic, Au
    View
  • Acumen Asset Management Pty Ltd
    Managing Director & Adviser
    Acumen Asset Management Pty Ltd Oct 2013 - Present
  • Prodigy Wealth Solutions
    Owner & Managing Director
    Prodigy Wealth Solutions Apr 2011 - Oct 2013
    Mont Albert Vic
    Simon founded Prodigy Wealth Solutions in April 2011. Prodigy Wealth Solutions then merged with Acumen Asset Management Pty Ltd in October 2013 After a successful 2½ years in operation.Simon is now the owner and Managing Director of Acumen Asset Management Pty Ltd
  • Grauman & Trakman Financial Planning
    Practice Manager & Adviser
    Grauman & Trakman Financial Planning 2009 - 2011
  • Financial Affairs
    Associate Adviser
    Financial Affairs 2007 - 2009
  • Accru Wealth Management
    Paraplanner
    Accru Wealth Management 2004 - 2007

Simon Thompson Skills

Wealth Financial Advisory Superannuation Finance Portfolio Management Investments Asset Management Equities Strategy Wealth Management Mutual Funds Retirement Planning Income Protection Retirement

Simon Thompson Education Details

Frequently Asked Questions about Simon Thompson

What company does Simon Thompson work for?

Simon Thompson works for Acumen Asset Management Pty Ltd

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

Simon Thompson's current role is Managing Director and Adviser.

What is Simon Thompson's email address?

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

What schools did Simon Thompson attend?

Simon Thompson attended Fasea, Smsf Association, Deakin University, Finsia.

What skills is Simon Thompson known for?

Simon Thompson has skills like Wealth, Financial Advisory, Superannuation, Finance, Portfolio Management, Investments, Asset Management, Equities, Strategy, Wealth Management, Mutual Funds, Retirement Planning.

Not the Simon Thompson you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.