Simon Hepple's Location
Auckland, NZ
Simon Hepple's Work
- Wealth Adviser @ Pie Funds
- Executive Financial Adviser @ Westpac New Zealand
- Senior Financial Adviser @ Westpac New Zealand
- Wealth Adviser @ Westpac New Zealand
- Derivatives Adviser @ Sucden Financial Limited
- Derivatives Adviser @ CMC Markets
- Lending Officer @ Coutts
Simon Hepple's Education
- Massey University
Graduate Diploma in Business Studies (Financial Planning)
2005 - 2008 - Adviser Link
AFA Status (Financial Planning)
2010 - 2011 - The University of Auckland
BA (Political Studies, German)
1997 - 2005
Simon Hepple's Skills
- Investments
- Financial Advisory
- Financial Services
- Investment Strategies
- Finance
- Wealth Management
- Financial Markets
- Derivatives
- Financial Planning
- Mortgage Lending
Simon Hepple's Summary
Simon Hepple, based in Auckland, NZ, is currently a Wealth Adviser at Pie Funds, bringing experience from previous roles at Westpac New Zealand Limited, Westpac Banking Group NZ and Sucden Financial Limited. Simon Hepple holds a 2005 - 2008 Graduate Diploma in Business Studies in Financial Planning @ Massey University. With a robust skill set that includes Investments, Financial Advisory, Financial Services, Investment Strategies, Finance and more, Simon Hepple contributes valuable insights to the industry. Simon Hepple has 3 emails on RocketReach.
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