Simon Barwick Email & Phone Number
Director (Wealth) @ Bentleys Australia and Bentleys New Zealand
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Simon Barwick Location
- Hawthorn, VIC, AU
Simon Barwick Work
- Director (Wealth) @ (July 2021 - Present)
- Senior Advisor @ (December 2020 - July 2021)
- General Manager @ Auswide Financial Planning (September 2019 - October 2020)
- Senior Financial Planner and Authorised Representative @ (July 2017 - August 2019)
- Managing Director (Australia) and Authorised Representative @ (July 2014 - June 2017)
- Financial Adviser and Authorised Representative @ (June 2013 - June 2014)
- Director and Authorised Representative @ (January 2005 - May 2013)
Simon Barwick Education
- Monarch Institute
Adv. Dip FP
2017-2018 - University of Southern Queensland
B.Com (General Commerce)
1994-2002 - Kaplan
Diploma of Financial Services (Financial Planning)
2000-2002
Simon Barwick Skills
- Asset
- Asset Management
- Asset Managment
- Capital Management
- Critical Illness
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Education
- Financial Planning
- Insurance
- Investment Management
- Investments
- Life Insurance
- Pensions
- Personal Finance
- Protection
- Retirement
- Retirement Planning
- Risk Management
- Stakeholder Management
- Strategic Financial Planning
- Superannuation
- Wealth
- Wealth Management
Simon Barwick Summary
- Simon Barwick, based in Hawthorn, VIC, AU, is currently a Director (Wealth) at Bentleys Victoria. Simon Barwick brings experience from previous roles at Bentleys Victoria, Auswide Financial Planning and bdhSterling. Simon Barwick holds a 2017 - 2018 Adv. Dip FP @ Monarch Institute. With a robust skill set that includes Asset, Asset Management, Asset Managment, Capital Management, Critical Illness and more. Simon Barwick has 1 mobile phone numbers on RocketReach.
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