Wealth Management Adviser
Simon specialises in bespoke portfolio management services for trusts, charities, private individuals and family groups. He has particular expertise in New Zealand and Australian equities, UK-listed investment trusts and foreign exchange.
Before joining Jarden in 2003, Simon worked on the equities dealing desk at Craig & Co. He then traded on the London Stock Exchange for three years, as an equities dealer for Teather & Greenwood.
Simon has a BCom (Economics) and a DipGrad (Marketing) from the University of Otago. He is an NZX adviser and an Authorised Financial Adviser.
Phoe: +64 9 307 5715