Simon Shepherd Email & Phone Number

Partner Private Client Adviser @ PSK Private Wealth

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Simon Shepherd Location

Chatswood West, NSW, AU

Simon Shepherd Work

2026 - now Partner Private Client Adviser @ PSK Private Wealth
2019 - 2026 Financial Planner @ Providence Advisory Group
2014 - 2019 Financial Planner @ Morgans Financial Limited
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2014 - 2019 Financial Advisor @ Morgans Financial Limited
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2009 - 2013 Adviser and Proprietor @ RI Advice Group Gordon
2005 - 2008 Director of Hedge Fund Sales @ Credit Suisse
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2003 - 2005 Convertible Bond Sales London @ BNP Paribas
2000 - 2002 Hedge Fund Sales Convertible Bonds New York @ Deustche Bank
1996 - 2000 Hedge Fund Sales Convertible Bonds Tokyo @ Deustche Bank

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Simon Shepherd Education

University of Technology Sydney
Bachelor's degree (Accounting and Finance)
1992 - 1996
University of Technology, Sydney
Bachelors (UTS Ski Club)
1992 - 1996

Simon Shepherd Skills

Equities
Portfolio Management
Investment Banking

Derivatives
Banking
Technology
Planning
Hedge Funds
Equity Derivatives
Credit

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Simon Shepherd Summary

Simon Shepherd, based in Chatswood West, NSW, AU, is currently a Partner Private Client Adviser at PSK Private Wealth. Simon Shepherd brings experience from previous roles at Providence Advisory Group, Morgans Financial Limited and RI Advice Group Gordon. Simon Shepherd holds a 1992 - 1996 Bachelor's degree in Accounting and Finance @ University of Technology Sydney. With a robust skill set that includes Equities, Portfolio Management, Investment Banking, Derivatives, Banking and more. Simon Shepherd has 1 mobile phone numbers on RocketReach.

Simon Shepherd Phone Numbers

Found 1 phone numbers

+61 408 628XXXX

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