Simon Russell Email & Phone Number

Behavioural Finance Australia is unique in Australia, providing specialist behavioural finance-related services (ie related to the psychology of financial decision-making) for professional & sophisticated investors, super funds, financial advisers and other organisations. Services are designed to enhance risk-adjusted after-tax returns, to enhance client engagement & retention, and to improve individual and collective decision-making. If you want to better influence and engage with your clients or members, you can ask me to provide behavioural finance-related input into your emails, web sites, forms, letters, Powerpoint presentations, advice documents, investment reports & financial literacy campaigns. I also deliver a number of conference topics related to different aspects a financial adviser's or super fund's client engagement.For professional investment teams, you can ask me to develop and deliver behavioural finance-related interactive workshops. Each workshop is designed to enhance a different aspect of your team's decision-making process. Some of these workshops are now also available for other organisations.As a follow-up to team training, my clients sometimes ask me to develop checklists, or to undertake data analytics on different aspects of their team's decision-making. These services help to ensure improvements are successfully implemented and can be quantified and tracked over time.Services: keynotes, conference presentations, workshops, 1-on-1 coaching, consulting You can send me an email on simon.russell@bfin.com.au.Or find out more at behaviouralfinanceaustralia.com.au

Listed skills include Investments, Portfolio Management, Risk Management, Strategy, and 46 others.