Simon brings over 30 years of deep market experience to deliver a comprehensive private wealth service for high-net-worth individuals and family offices. His clients benefit from unique access to exclusive capital raisings, IPOs and deal flow, combined with sophisticated equities advice and seamless transactional execution. At the heart of his approach are valued, long-standing relationships – giving clients meaningful connectivity to opportunities and conviction in every
investment decision.

Simon returned to the Private Wealth division in 2022 after a decade in Institutional Sales, a background that sharpens his insight into how institutional capital moves and where opportunities emerge. He established the Private Client division of Euroz Securities Limited in November 2000, having entered the financial services industry in 1993.

A former Executive Director of both Euroz Limited and Euroz Securities Limited, Simon holds a Bachelor of Commerce from UWA and is a former Chartered Accountant. Beyond finance, he served on the Board of the Australian Chamber Orchestra for ten years and is currently a member of the Perth Festival Board.