Simon Davis Email
Partner @ VISIS Private Wealth
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Simon Davis Location
- Brisbane City, QLD, AU
Simon Davis Work
- 2008 -now Partner @
- 2000 -2008 Director and Owner @ Awen Investments Pty Ltd
Simon Davis Education
- Queensland University of Technology
Bachelor’s Degree (BBus - Banking & Finance)
1992-1994 - Anglican Church Grammar School
High School
1987-1991
Simon Davis Skills
- • Wealth management services
- • Financial advice
- • Investment management
- • Business and personal insurance
- • Mortgage lending and finance
- • Superannuation
- • Business services
- • Executive pay
- • Wealth investment vehicles
- Finance
- Mortgage Lending
- Wealth
- Wealth Management Services
- Superannuation
- Investments
- Wealth Management
- Financial Advisory
- Investment Management
- Insurance
- Strategic Financial Planning
- Financial Services
- Strategy
- Income Protection
- Pensions
- Investment Strategies
- SMSF
- Investment Advisory
- Retirement Planning
- Portfolio Management
- Financial Planning
- Executive Pay
- Business and Personal Insurance
- Mortgage Lending and Finance
- Business Services
- Wealth Investment Vehicles
- Financial Advice
Simon Davis Summary
- Simon Davis, based in Brisbane City, QLD, AU, is currently a Partner at VISIS Private Wealth. Simon Davis brings experience from previous roles at Awen Investments Pty Ltd. Simon Davis holds a 1992 - 1994 Bachelor’s Degree in BBus - Banking & Finance @ Queensland University of Technology. With a robust skill set that includes • Wealth management services, • Financial advice, • Investment management, • Business and personal insurance, • Mortgage lending and finance and more. Simon Davis has 1 emails on RocketReach.
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Top VISIS Private Wealth Employees
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Tony Harris
Operations Manager - People and Performance
Brisbane, QLD, AU
Chris Smith
Founding Partner
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John O'Brien
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Brisbane City, QLD, AU
Jordan Gillies
Operations Manager - Technology and Processes
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Joshua Vella
Associate Financial Adviser
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Chris Jimenez
Associate Adviser
Queensland, Australia
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