Specialist in Behavioural Finance in the Australian market.
Helps asset managers, super funds, financial advisers & other organisationsto apply Behavioural Finance and related decision-making conceptsto improve decisions, actions and outcomes
Services
Client engagement & profiling
If you want to better influence and engage with your clients or members, you can ask Simon to provide behavioural finance-related input into your emails, web sites, forms, letters, Powerpoint presentations, advice documents, investment reports & financial literacy campaigns.
Simon has also helped super funds, financial advisers, fund managers and fintechs to develop behavioural finance-related quizzes, articles, client feedback surveys & client profiling tools.
Learning & development
For professional investment teams, you can ask Simon to develop and deliver behavioural finance-related interactive workshops. Each workshop is designed to enhance a different aspect of your team's decision-making process. A number of workshop and conference topics are available for investment teams. Some of these concepts are now also available as part of workshops for other organisations.
Simon has also helped education institutions and CPD providers to develop behavioural finance-related course curriculums & content, exam questions & articles for post-graduate courses, practice exams & CPD.
For financial advisers, an on-line behavioural finance course is also available.
Implementation & analysis
As a follow-up to team training, Simon's clients sometimes ask him to develop checklists, or to undertake data analytics on different aspects of their team's decision-making. These services help to ensure improvements are successfully implemented and can be quantified and tracked over time.
Simon can also help individuals to implement and apply behavioural finance and related decision-making concepts through 1-on-1 coaching.
See the services that are relevant for your organisation
Retail and industry super funds and related service providers.
Individual advisers, dealer-groups, education providers, etc.
Financial institutions, other corporates, government, etc.
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