Simon Shepherd Location
Chatswood West, NSW, AU
Simon Shepherd Work
- 2019 - now Financial Planner @ Providence Advisory Group
- 2014 - 2019 Financial Planner @ Morgans Financial Limited
- 2014 - 2019 Financial Advisor @ Morgans Financial Limited
- 2009 - 2013 Adviser and Proprietor @ RI Advice Group Gordon
- 2005 - 2008 Director of Hedge Fund Sales @ Credit Suisse
- 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
Simon Shepherd Education
- University of Technology Sydney
Bachelor's degree, Accounting and Finance (Accounting and Finance)
1992 - 1996 - University of Technology Sydney
Bachelors (Business (Finance & Accounting))
1992 - 1996
Simon Shepherd Skills
- Equities
- Portfolio Management
- Investment Banking
- Derivatives
- Banking
- Technology
- Planning
- Hedge Funds
- Equity Derivatives
- Credit
Simon Shepherd Summary
Simon Shepherd, based in Chatswood West, NSW, AU, is currently a Financial Planner at Providence Advisory Group. Simon Shepherd brings experience from previous roles at Morgans Financial Limited, RI Advice Group Gordon and Credit Suisse. Simon Shepherd holds a 1992 - 1996 Bachelor's degree, Accounting and Finance 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 emails and 1 mobile phone numbers on RocketReach.
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