Simon is the founder and Director of Behavioural Finance Australia (BFA). At BFA he provides specialist behavioural finance training & consulting to fund managers, major super funds and other financial services professionals.
With qualifications in psychology and investments, and experience working with a broad range of professional investment teams and advisers, Simon is part psychologist and part investment professional. His services help his clients to apply insights about investment decision-making to tailor their investment processes and client engagement strategies.
Simon is the author of “Applying Behavioural Finance in Australia: 12 Strategies for Fund Managers, Financial Advisers, Asset Consultants, Super Funds & Other Sophisticated Investors.” He regularly speaks at industry conferences and his behavioural finance articles also appear in the Professional Planner magazine, Australian Financial Review and other industry publications.
Simon holds a Bachelor of Arts (Psychology) & Bachelor of Commerce (Finance) both from the University of Adelaide, Graduate Diploma in Applied Finance & Investments from the Securities Institute of Australia, Master of Applied Finance from Macquarie University, Diploma of Financial Planning from MLC Advice Education and a Graduate Certificate in Management from the Australian Institute of Management.
Simon will help you translate behavioural insights into actionable strategies to improve returns, reduce risks and to help attract, retain and better influence clients.
Sample presentation: ASFA Conference, Brisbane, 2015