Simon Thomson Email
General Manager - Financial Planning @ Fiducian Financial Services
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Simon Thomson Location
- Australia
Simon Thomson Work
- 2022 -now General Manager - Financial Planning @
- 2019 -2022 Area Manager - Vic and Nth Tas @
- 2018 -2019 Practice Development Manager @
- 2018 -2018 Branch Manager @
- 2017 -2018 Customer Relationship Manager @
- 2015 -2017 Financial Planning Consultant @
- 2007 -2015 Insurance and Investment Manager @
- 2006 -2007 Senior Financial Planner @
- 2004 -2006 Financial Planner @
- 2003 -2004 Personal Insurance Consultant @
Simon Thomson Education
- University College Dublin
Bachelor's degree (Financial Planning)
2015-2018
Simon Thomson Skills
- Investments
- Portfolio Management
- Retirement Planning
- Pensions
- Estate Planning
- Income Protection
- Financial Services
- Leadership
- Microsoft Excel
- Finance
- Customer Service
- Project Planning
Simon Thomson Summary
- Simon Thomson, based in Australia, is currently a General Manager - Financial Planning at Fiducian Financial Services. Simon Thomson brings experience from previous roles at Fiducian Financial Services and Bendigo Bank. Simon Thomson holds a 2015 - 2018 Bachelor's degree in Financial Planning @ University College Dublin. With a robust skill set that includes Investments, Portfolio Management, Retirement Planning, Pensions, Estate Planning and more. Simon Thomson has 1 emails on RocketReach.
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