Simon Taylor Email & Phone Number
Partner - Investment Advisor @ LGT Crestone Wealth Management Limited
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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
- Asset Management
- Back Office
- Capital Markets
- Emerging Companies
- Equities
- Financial Advisory
- Financial Markets
- Financial Services
- Fixed Income
- Investment Banking
- Investment Strategies
- Investments
- Management
- Portfolio Management
- Private Equity
- Securities
- Chartered Financial Analyst
- Caia
- Hedge Funds
- Alternative Investments
- Derivatives
- 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 Asset Management, Back Office, Capital Markets, Emerging Companies, Equities and more.
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Abe Marrett
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Mark Stokes
Senior Partner
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Elliott Greenberg
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Daniel Hanson
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David Full
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