Andrew Simpson's Location
Sydney, NSW, AU
Andrew Simpson's Work
- Senior Manager - Portfolio Construction @ IOOF
- Direct Securities Research Manager @ IOOF
- Direct Securities Research Manager @ ANZ
- Investment Advisor and Portfolio Strategist @ Morgan Stanley
- Portfolio Analyst - Commsec Wholesale Advisory @ CommSec
- Adviser Services Analyst - Core Equity Services @ CommSec
- Wholesale Supervisor - JDV Ltd @ CommSec
- Wholesale Broking Representative - Core Equity Services @ CommSec
- Broking Services (Australian Equities and Margin Lending) @ CommSec
Andrew Simpson's Education
- University of Sydney
Bachelor of Commerce (Finance, Accounting)
2004 - 2006 - FINSIA
Graduate Certificate of Financial Planning (Superannuation, Insurance, Estates Planning, Investment)
2006 - 2007 - Sydney Boys High School1998 - 2003
Andrew Simpson's Skills
- Financial Advisory
- Customer Relationship Management Crm
- Iress
- Salesforce.com
- Fixed Income
- Sales
- Portfolio Management
- Financial Modeling
- Model Portfolios
- Data Analysis
Andrew Simpson's Summary
Andrew Simpson, based in Sydney, NSW, AU, is currently a Senior Manager - Portfolio Construction at IOOF Holdings Ltd, bringing experience from previous roles at IOOF Holdings Ltd, ANZ, Morgan Stanley and CommSec. Andrew Simpson holds a 2004 - 2006 Bachelor of Commerce in Finance, Accounting @ University of Sydney. With a robust skill set that includes Financial Advisory, Customer Relationship Management Crm, Iress, Salesforce.com, Fixed Income and more, Andrew Simpson contributes valuable insights to the industry. Andrew Simpson has 2 emails on RocketReach.
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