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Simon joined Ord Minnett in October 2006 from Macquarie Bank, where he has worked for over 13 years, most recently establishing and running the Macquarie Financial Services Group private client research team for their 280 Advisers.Simon was an institutional equities analyst (healthcare / pharmaceutical) until 1997, when he moved over to the retail side of the business.  Simon was also the Chairman of Macquarie Financial Services Group’s Investment Committee.

 

In the role of Investment Strategist, Simon is responsible for investment strategy, portfolio construction, asset allocation, client seminars, presentations and road shows throughout the Ord Minnett branch network.