Simon Lally Email
Director @ PKF Australia
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Simon Lally Location
- Melbourne, VIC, AU
Simon Lally Work
- 2015 -now Director @
- 2010 -2015 Private Client Adviser @
- 2008 -2010 Senior Financial Adviser @ Paradigm Wealth Management
- 2004 -2008 Financial Adviser @ Commonwealth Bank of Australia - Private Bank
Simon Lally Education
- Monash University
Bachelor of Commerce (B.Com.)
- Securities Institute of Australia
Graduate Diploma of Financial Planning (Graduate Diploma of Financial Planning)
- Financial Planning Association
Certified Financial Planner
Simon Lally Skills
- Wealth Management
- Investments
- Financial Planning
- Financial Services
- Retirement Planning
- High Net Worth Individuals
- Strategy
- Financial Advisory
- Certified Financial Planner
- Portfolio Management
- SMSF
- Asset Management
- Superannuation
- Finance
- Risk Management
- Equities
- Customer Service
- Project Management
- Accounting
- Leadership
- Banking
Simon Lally Summary
- Simon Lally, based in Melbourne, VIC, AU, is currently a Director at PKF Melbourne. Simon Lally brings experience from previous roles at Bank of Melbourne Private, Paradigm Wealth Management and Commonwealth Bank of Australia - Private Bank. Simon Lally holds a Bachelor of Commerce (B.Com.) @ Monash University. With a robust skill set that includes Wealth Management, Investments, Financial Planning, Financial Services, Retirement Planning and more. Simon Lally has 2 emails on RocketReach.
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