Financial Adviser, Vice President @ (January 2013 - November 2023)
Financial Planner @ (August 2005 - August 2012)
Simon Connor Skills
Asset Allocation
Equity Research
ETFs
Financial Planning
Investment Advisory
Options
Portfolio Management
Wealth Management
Marketing
Risk Management
Investments
Securities
Microsoft Office
Equity Trading
Investment Management
Derivatives
Investment Strategies
Financial Analysis
Superannuation
Retirement Planning
Life Insurance
Financial Markets
Fixed Income
Equities
Strategic Financial Planning
Asset Management
Financial Services
Trading
Simon Connor Summary
Simon Connor, based in Camberwell, VIC, AU, is currently a Senior Private Wealth Adviser at Shaw and Partners. Simon Connor brings experience from previous roles at Morgan Stanley Wealth Management and Bell Potter Securities. With a robust skill set that includes Asset Allocation, Equity Research, ETFs, Financial Planning, Investment Advisory and more. Simon Connor has 3 emails and 1 mobile phone numbers on RocketReach.
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