Having graduated from the University of Otago in 2001 with a Bachelor of Commerce in Finance, Simon brings over a decade of experience in Financial Risk Management derived across banks & corporates in Australia, NZ and the UK.
He is studying to become an Authorised Financial Adviser (AFA) and is nearing full accreditation. He joined Financial Architects in May 2019 as a Financial Adviser Assistant (Intern) to gain practical experience for his studies. Simon is responsible for performing the necessary supportive tasks in developing financial plans, conducting investment research and ongoing client plan reviews. He is responsible for creating and modelling different possible financial scenarios from the client’s data and using this information to make recommendations on which financial plan should be followed. Simon’s interests outside of work include tennis, walking and playing the guitar.