Simon has worked in the financial services industry since 1993. In November 2000 he established the Private Client division of Euroz Securities Limited before moving to a specialised role within the Institutional Sales division in 2013. He recently returned to the Private Wealth division in 2022 providing a comprehensive service offering for his high net worth and family office client base. Simon specialises in holding valued, deep relationships with Western Australian company leaders, equities advice and transactional execution, exclusive capital raising and investment opportunities, access to IPOs and deal flow and investment advice.

Simon was formerly an Executive Director of Euroz Limited and Euroz Hartleys Securities Limited. Simon holds a Bachelor of Commerce from UWA and was previously a chartered accountant. He is also on the board of The Australian Chamber Orchestra (ACO) and the Perth Festival.