2011 -now Financial Planning Manager and Company Director @
2009 -2011 Company Owner and Consultant @ HAVAS Practice Management
2008 -2009 Senior Associate, Macquarie Funds Group @
2005 -2008 Financial Adviser and Paraplanner @ Leon Falk Financial Services
Simon Havas Education
University of Technology Sydney
Bachelor of Business (Accounting and Financial Planning Majors (FASEA Approved))
2003-2005
Simon Havas Skills
Strategic Financial Planning
Wealth Management
Superannuation
SMSF
Financial Services
Retirement Planning
Strategy
Business Process
Wealth
Financial Advisory
Finance
Income Protection
Investment Advisory
Pensions
Financial Planners
Wealth Accumulation
Investment Strategies
Financial Planning
Portfolio Management
Leadership
Training
Project Management
Microsoft Office
Project Planning
Simon Havas Summary
Simon Havas, based in Sydney, NSW, AU, is currently a Financial Planning Manager and Company Director at Rhodes Docherty & Co. Simon Havas brings experience from previous roles at HAVAS Practice Management, Macquarie Bank and Leon Falk Financial Services. Simon Havas holds a 2003 - 2005 Bachelor of Business in Accounting and Financial Planning Majors (FASEA Approved) @ University of Technology Sydney. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Superannuation, SMSF, Financial Services and more. Simon Havas has 3 emails and 1 mobile phone numbers on RocketReach.
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