Simon Shepherd's Location
Sydney, NSW, AU
Simon Shepherd's Work
- Financial Planner @ Morgans Financial Limited
- Financial Advisor @ Providence Wealth Advisory Group
- Financial Advisor @ Morgans Financial Limited
- Financial Planner @ Morgans Financial Limited
- Adviser and Proprietor @ RI Advice Group Gordon
- Director of Hedge Fund Sales @ Credit Suisse
- Convertible Bond Sales London @ BNP Paribas
- Hedge Fund Sales Convertible Bonds New York @ Deustche Bank
- Hedge Fund Sales Convertible Bonds Tokyo @ Deustche Bank
Simon Shepherd's Education
- University of Technology Sydney
Bachelor's degree (Accounting and Finance)
1992 - 1996 - University of Technology, Sydney
Bachelors (Business (Finance & Accounting))
1992 - 1996
Simon Shepherd's Skills
- Equities
- Portfolio Management
- Investment Banking
- Derivatives
- Banking
- Technology
- Planning
- Hedge Funds
- Equity Derivatives
- Credit
Simon Shepherd's Summary
Simon Shepherd, based in Sydney, NSW, AU, is currently a Financial Planner at Morgans Financial Limited, bringing experience from previous roles at Providence Advisory Group, Self-employed 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 contributes valuable insights to the industry. Simon Shepherd has 1 email on RocketReach.
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