Chief Investment Strategist
JP, B.A.(Accounting & Finance), B.Leg.S., MBA (AGSM), GAICD, Dip FP, FCPA (FPS), CFP, FFPA, SA Fin, FTIA
Simon is a seasoned veteran with over 25 years experience in the funds management and finance industries. Having worked at BT Funds Management as an investment manager in the 1980's, Simon then moved to establish an accounting and management consulting firm, and subsequently a financial planning practice.
He is the founding chairman of Premium Wealth Management (a boutique dealer group which consists of 24 firms on the east coast of Australia with over AUD2 billion in assets under management). Simon has been publishing articles on tax, accounting, finance and investment for the past 20 years in many Chinese newspapers and magazines.
He also hosts his own Chinese talk-back radio show discussing finance and investment matters for 17 years.