Masters Degree in Risk Management
Member of Australian Institute of Company Directors
Simon has a passion for understanding and overcoming risk to achieve the rewards in the fields of private equity investment and other alternative asset classes. He thrives in an environment of uncertainty, which is where he believes opportunities lie.
Simon built his reputation over many years advising international corporations, listed and private companies across Europe, South East Asia and Australia. He has a terrific track record for client satisfaction, delivery of real benefits and return on investment.
Simon has held senior positions including Practice Leader at a Big 4 Accounting firm in Australia, Chief Risk Officer and Interim CEO of an Australian listed financial services provider and has been a Director of several boutique professional service firms. The majority of Simon’s career has been in the banking and financial services sector.
The types of projects Simon has personally delivered have been direct investment, restructuring, turnarounds, management buy outs, strategic advisory, financial investigations (including fraud), audits and reviews.
Simon works with a variety of investors including family offices, fund of funders, asset managers, institutions and private high net worth individuals. He has drafted prospectuses, private placement memorandums and has delivered many successful investor roadshows raising millions of dollars.
Unsurprisingly, Simon has a Masters Degree in Operational and Strategic Risk Management to compliment his wealth of practical experience. He is an astute, media trained, international company director and a Member of the Australian Institute of Company Directors. Simon also holds and has held a number of non-executive director roles.
Where possible, Simon participates alongside his investors, after all, if he won’t take the risk, why should they?