Andrew Simpson Email
Director Asset Management @ Rhombus Advisory Pty Ltd
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Andrew Simpson Location
- Sydney, NSW, AU
Andrew Simpson Work
- 2025 -now Director Asset Management @
- 2023 -2025 General Manager - Research @
- 2019 -2023 Senior Manager - Portfolio Construction @
- 2018 -2019 Direct Securities Research Manager @
- 2017 -2018 Direct Securities Research Manager @
- 2015 -2017 Investment Advisor and Portfolio Strategist @
- 2013 -2015 Portfolio Analyst - Commsec Wholesale Advisory @
- 2011 -2013 Adviser Services Analyst - Core Equity Services @
- 2011 -2011 Wholesale Supervisor - JDV Ltd @
- 2009 -2011 Wholesale Broking Representative - Core Equity Services @
- 2008 -2009 Broking Services (Australian Equities and Margin Lending) @
Andrew Simpson Education
- FINSIA
Graduate Certificate of Financial Planning (Superannuation, Insurance, Estates Planning, Investment)
2006-2007 - University of Sydney
Bachelor of Commerce (Finance, Accounting)
2004-2006 - Sydney Boys High School 1998-2003
Andrew Simpson Skills
- Financial Advisory
- Customer Relationship Management Crm
- Iress
- Salesforce.com
- Fixed Income
- Sales
- Portfolio Management
- Financial Modeling
- Model Portfolios
- Data Analysis
- Investments
- Bloomberg
- Business Development
- Margin Lending
- Excel
- Finance
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Microsoft Office
- Marketing
- Financial Analysis
- Management
- Analytical Skills
- Research
- DCF Valuation
- Loans
- Options
- Financial Markets
- Investment Management
- Customer Relationship Management
Andrew Simpson Summary
- Andrew Simpson, based in Sydney, NSW, AU, is currently a Director Asset Management at Rhombus Advisory Pty Ltd. Andrew Simpson brings experience from previous roles at Rhombus Advisory Pty Ltd, IOOF Holdings Ltd and ANZ. Andrew Simpson holds a 2006 - 2007 Graduate Certificate of Financial Planning in Superannuation, Insurance, Estates Planning, Investment @ FINSIA. With a robust skill set that includes Financial Advisory, Customer Relationship Management Crm, Iress, Salesforce.com, Fixed Income and more. Andrew Simpson has 1 emails on RocketReach.
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