Simon Taylor Email & Phone Number
Partner - Investment Advisor @ LGT Crestone Wealth Management Limited
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Simon Taylor Location
- Melbourne, VIC, AU
Simon Taylor Work
- Partner - Investment Advisor @ (June 2016 - Present)
- Director - HNW Client Advisor @ (November 2010 - June 2016)
- Head of Private Clients @ Austock Securities Ltd (January 2004 - January 2010)
- Director – Emerging Company Division @ UBS Warburg (January 1996 - January 2004)
- Director @ McIntosh Securities (January 1994 - January 1996)
- Sale Trader @ DBSM Securities / SBC Dominguez Barry (January 1986 - January 1994)
- Floor Operator @ Bache Cortis & Carr (January 1984 - January 1986)
- Analyst Assistant @ Johnson Taylor & Co. (January 1976 - January 1984)
Simon Taylor Education
- Scotch College
Simon Taylor Skills
- Emerging Companies
- Equities
- Investment Strategies
- Fixed Income
- Chartered Financial Analyst
- Caia
- Hedge Funds
- Alternative Investments
- Financial Markets
- Asset Management
- Investments
- Portfolio Management
- Derivatives
- Capital Markets
- Financial Advisory
- Securities
- Back Office
- Investment Banking
- Management
- Financial Services
- Private Equity
- Business Analysis
- Agile Methodologies
- Software Project Management
- Requirements Analysis
- Vendor Management
- Solution Architecture
- Requirements Gathering
- Enterprise Architecture
- IT Strategy
- Project Delivery
- Stakeholder Management
- SQL
- SDLC
- Data Warehousing
- Program Management
- PMO
- Offshoring
- Agile Project Management
- Business Intelligence
- Project Portfolio Management
Simon Taylor Summary
- Simon Taylor, based in Melbourne, VIC, AU, is currently a Partner - Investment Advisor at Crestone Wealth Management. Simon Taylor brings experience from previous roles at UBS Wealth Management, Austock Securities Ltd, UBS Warburg and McIntosh Securities. Simon Taylor holds a Scotch College. With a robust skill set that includes Emerging Companies, Equities, Investment Strategies, Fixed Income, Chartered Financial Analyst and more. Simon Taylor has 1 emails on RocketReach.
Looking for a different Simon Taylor?
Find contact details for 700 million professionals.
Others Named Simon Taylor
Simon Taylor
CFO Baltic Division
Königstein im Taunus, HE, DE
Simon Taylor
Board Member
United Kingdom
Simon Taylor
Chief Executive Officer
Australia
Simon Taylor
Global VP Engineering
United Kingdom
Simon Taylor
Founder and Director
London, GB
Simon Taylor
CEO
Brookline, MA, US
Simon Taylor
Managing Director
England, United Kingdom
Simon Taylor
CEO
Manchester, GB
Simon Taylor
Director
United Kingdom
Top LGT Crestone Wealth Management Limited Employees
Mahen Wijeyewickrema
Shareholder
Melbourne, VIC, AU
James Gardiner
Investment Adviser and Partner
Melbourne, VIC, AU
David Sallway
Partner
Sydney, NSW, AU
Ben Mills
Partner
Sydney, NSW, AU
Alex Persley
Partner, Investment Adviser
Melbourne, VIC, AU
Benjamin Marks
Founding Partner
Melbourne, VIC, AU
Richard Endersbee
Partner
Melbourne, VIC, AU
Adam Ginnivan
Head of Investments, Products and Services
Melbourne, VIC, AU
Joanna Veitch
Partner Investment Advisor
Sydney, NSW, AU
Abe Marrett
Private Wealth Advisory
Sydney, NSW, AU
Mark Stokes
Senior Partner
Melbourne, VIC, AU
Elliott Greenberg
Partner and Investment Adviser
Sydney, NSW, AU
Daniel Hanson
Partner
Australia
David Full
Partner
Sydney, NSW, AU
Leo Vivot
Head of Credit, Australia
Sydney, NSW, AU
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co