Simon holds a Bachelor of Commerce (Finance) and a Master of Accounting from Curtin University and has worked in the financial services industry since 2013.
As the Investment Manager at Wealth Plus Solutions (WPS), Simon is responsible for the firm’s due diligence framework, investment research, and portfolio construction.
Simon is a member of the WPS Investment Committee and plays a key role in shaping the strategic direction of the investment program. He contributes to decision-making across asset allocation, investment selection, and portfolio design, with a focus on building robust, risk-aware portfolios that support long-term client outcomes across changing market conditions.