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.