Simon Halliday Email & Phone Number
Senior Business Development Manager - Fidante @ Fidante Partners
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Simon Halliday Location
- Brisbane, QLD, AU
Simon Halliday Work
- 2014 -now Senior Business Development Manager - Fidante @
- 2009 -2014 Senior Partnership Development Consultant @
- 2005 -2007 Financial Planning Manager - Retail @
- 2002 -2003 Sales Engineer @
Simon Halliday Education
- Kaplan Professional Education - Australia
Investment Products 1 (Managed Funds, Securities and Derivatives)
2013-2013 - Kaplan Professional Education - Australia
RG146 Diploma (Financial Planning)
2012-2012 - Chartered Insurance Institute
Chartered Financial Planner & PFS Fellowship (Financial Planning)
2009-2012 - Chartered Insurance Institute
Advanced Diploma (Financial Planning)
2009-2011 - Bournemouth University
Masters Degree (Financial Services)
2004-2006 - Northumbria University
BSC(Hons) (Business Information Systems)
2000-2004
Simon Halliday Skills
- Pensions
- Protection
- Retirement Planning
- Strategic Financial Planning
- Investments
- Financial Services
- Investment Management
- Financial Planners
- Banking
- Retirement
- Wealth Management
- Investment Advisory
- Financial Advisory
- Income Protection
- Inheritance Tax Planning
- Critical Illness
- Wealth
- High Net Worth Individuals
- Wealth Management Services
- Portfolio Management
- Asset Allocation
- Relationship Management
- Life Insurance
- SIPP
- Mutual Funds
- Bonds
- Term Life Insurance
- Mortgage Lending
- Equities
- Structured Products
- Holistic Financial Planning
- Business Relationship Management
- Sales
- Superannuation
- Development
- Business Development
Simon Halliday Summary
- Simon Halliday, based in Brisbane, QLD, AU, is currently a Senior Business Development Manager - Fidante at Fidante. Simon Halliday brings experience from previous roles at Zurich Insurance Company Ltd, HSBC Retail Banking and Wealth Management and Intel Corporation. Simon Halliday holds a 2013 - 2013 Investment Products 1 in Managed Funds, Securities and Derivatives @ Kaplan Professional Education - Australia. With a robust skill set that includes Pensions, Protection, Retirement Planning, Strategic Financial Planning, Investments and more. Simon Halliday has 3 emails and 2 mobile phone numbers on RocketReach.
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