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 @
- 2019 -2026 Financial Planner @
- 2014 -2019 Financial Planner @
- 2014 -2019 Financial Advisor @
- 2009 -2013 Adviser and Proprietor @ RI Advice Group Gordon
- 2005 -2008 Director of Hedge Fund Sales @
- 2003 -2005 Convertible Bond Sales London @
- 2000 -2002 Hedge Fund Sales Convertible Bonds New York @
- 1996 -2000 Hedge Fund Sales Convertible Bonds Tokyo @
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
- Retirement
- Fixed Income
- Bonds
- Investment Advisory
- Wealth Management
- Sales
- Fluent in Japanese
- Financial Markets
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 emails and 1 mobile phone numbers on RocketReach.
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