Simon Barnett Email & Phone Number
Partner @ Morgans Financial Brighton
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Simon Barnett Location
- Melbourne, VIC, AU
Simon Barnett Work
- 2025 -now Partner @
- 2022 -2025 Investment Advisor @
- 2017 -2022 Private Wealth Executive @
- 2014 -2017 NAB Wealth - Authorised Representative @
- 2012 -2014 Business Development - AU and SGP @
- 2009 -2012 Senior Analyst @
- 2005 -2009 Analyst @
Simon Barnett Education
- Kaplan Professional
Graduate Diploma of Applied Finance (Major in Financial Planning)
2007-2009 - University of Tasmania
Bachelor of Commerce - BCom (Business Economics, Business Management, Economic Policy & Market Strategy)
2003-2006
Simon Barnett Skills
- Microsoft Office
- Management
- Business Development
- Portfolio Management
- Customer Service
- Banking
- Microsoft Excel
- First Aid
- Truckload
- Completion
- Purchasing
- Analisi del credito
- Corporate Finance
- Account Management
- Shipping
- Estate Planning
- Financial Advisory
- Consulting
- Financial Planners
- Stakeholder Management
- Pensions
- Business
- Insurance
- Retirement Planning
- Sales
- New Business Opportunities
- Superannuation
- Sales Operations
- Investments
- Relationship Management
- Business Analysis
- Financial Risk
- Tender Writing
- Finance
- Tender Preparation
- Asset Allocation
- Income Protection
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Equities
- Sales Management
- Management Consulting
- Business Planning
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- New Business Development
- Financial Analysis
- Disability Insurance
- Wealth
- Business Process Improvement
- Small Business
- General Insurance
- Sales Management Consulting
- Sales Presentations
- Retirement
- Employee Benefits
- Securities
- Tender Submissions
Simon Barnett Summary
- Simon Barnett, based in Melbourne, VIC, AU, is currently a Partner at Morgans Financial Brighton. Simon Barnett brings experience from previous roles at Morgans Financial Brighton, Westpac, NAB and Aon. Simon Barnett holds a 2007 - 2009 Graduate Diploma of Applied Finance in Major in Financial Planning @ Kaplan Professional. With a robust skill set that includes Microsoft Office, Management, Business Development, Portfolio Management, Customer Service and more. Simon Barnett has 3 emails and 1 mobile phone numbers on RocketReach.
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