Simon Brody Email & Phone Number
Client Relationship Manager @ Equity Trustees
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Simon Brody Location
- Brisbane, QLD, AU
Simon Brody Work
- 2024 -now Client Relationship Manager @
- 2022 -2024 Senior Relationship Manager @
- 2017 -2020 Business Development Manager @
- 2009 -2016 Business Development Manager @
- 2007 -2008 Financial Adviser @
- 2006 -2007 Client Manager @ Wright Patton Shakespeare
- 2004 -2006 Director of Implementation (Buying) @
- 2001 -2004 Buying Supervisor @
- 2000 -2001 Media Group Head @
Simon Brody Education
- FARSTA
Certificate IV (FNS40815) (Finance and Mortgage Broking)
2021-2021 - Kaplan Professional
Graduate Certificate in Financial Planning (GradCertFinPlann)
2018-2018 - Kaplan Professional
Associate Chartered Financial Practitioner (AChFP)
2013-2014 - Kaplan Professional
Diploma of Financial Services (Financial Planning)
2005-2006 - RMIT University
Advanced Diploma of Business (Advertising) (Business Advertising)
1992-1995
Simon Brody Skills
- Strategic Financial Planning
- Retirement Planning
- Superannuation
- Estate Planning
- Investments
- Wealth
- Risk Management
- Insurance
- Financial Advisory
- Financial Services
- Wealth Management
- Income Protection
- Investment Strategies
- Retirement
- Financial Planners
- Investment Advisory
- Pensions
- Wealth Management Services
- Portfolio Management
- Financial Risk
- Banking
- Finance
- Relationship Management
- Disability Insurance
- Asset Allocation
- Life Insurance
- Critical Illness
- High Net Worth Individuals
- Investment Management
- Asset Management
- Term Life Insurance
- Personal Finance
- Management
- Mortgage Lending
- Savings
- Wealth Accumulation
- Business Development
- CRM
- Business Planning
- Financial Planning
- Strategy
- Business
- Business Strategy
- Small Business
- Team Motivation
- Business Innovation
- Leadership
- High Net Worth
- Microsoft Office
- Marketing
- Customer Service
- Financial Analysis
- Project Management
- Strategic Financial
Simon Brody Summary
- Simon Brody, based in Brisbane, QLD, AU, is currently a Client Relationship Manager at Equity Trustees. Simon Brody brings experience from previous roles at TELUS Health | TELUS Santé, Millennium3 Financial Services Pty Ltd and Infocus Money Management. Simon Brody holds a 2021 - 2021 Certificate IV (FNS40815) in Finance and Mortgage Broking @ FARSTA. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Superannuation, Estate Planning, Investments and more. Simon Brody has 4 emails and 2 mobile phone numbers on RocketReach.
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