Joint Statement by Baillieu Limited Chairperson David Trude and Managing Director Gavin Powell

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Simon Power

Financial Adviser

Areas of Speciality

Strategies

  • Savings & wealth creation
  • Asset allocation
  • Portfolio construction & management
  • Investment advice
  • Budgeting and cash-flow management
  • Succession planning

Products

  • Listed equities (domestic & international)
  • Fixed Income securities
  • Retail & wholesale managed funds
  • Exchange Traded Funds (ETFs) & Listed Investment Companies (LICs)
  • Listed & unlisted property trusts
  • Cash management accounts
  • Investment platforms
  • Alternative investments
  • Margin lending facilities

About Simon

Simon Power is a Financial Adviser, Director and an Equity Partner with EL&C Baillieu. Simon has 25 years of experience in financial services, working in wealth management, stockbroking, institutional equities and foreign exchange. Simon has been providing tailored investment advice to private clients with EL&C Baillieu since 2000.

Simon believes trust is the key to developing long-lasting relationships with his clients. At EL&C Baillieu, Simon advises private clients, small-to-medium business owners and not-for-profit organisations to achieve their investment objectives. He is passionate about seeing his clients achieve their financial and lifestyle goals.

Simon has a Graduate Diploma in Applied Finance and Investment (FINSIA), a Professional Diploma of Stockbroking (SAFA) and a Bachelor of Arts (Monash Uni). Simon is a graduate member of the Australian Institute of Company Directors and a Master Stockbroker with SAFA.

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