Bachelor of Business (Banking, Finance and Economics)
Masters of Law (Juris Doctor)


Strategy design
Client segmentation
Process improvements
People resourcing
Business growth
Succession planning
Merger and acquisitions
Compliance processes
Client value proposition
Service standards
Business planning
Service offers and pricing

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With over 15 years’ experience in the banking and finance industry, Simon is passionate about assisting clients improve their business and achieve their goals. He enjoys helping firms implement strategic and operational changes to deliver efficient change and enable adaptation to the changing world of advice.

Simon’s diverse skills in business development, relationship management, business consulting and change management have allowed him to guide many practices through challenging environments to achieve their business goals and objectives.