Experience

Everest Metals Corporation

• Australia
• Mining
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2022 - Present

  As a Chief Operating Officer of an ASX listed Precious Metal/Battery Minerals exploring company, Simon's responsibilities include compliance with relevant laws such as the Corporations Act and Corporations Regulations, promoting and improving the company’s business to achieve its corporate objectives, and executing professional judgement by acting on own responsibilities and initiatives. Using the previous intensive experience as a Chairman of Investment Committee and lead overseeing significant fund allocations to emerging gold explorers and producers, contributed his skills for significant operational interaction with a variety of stakeholders, including geologists, drilling contractors and mining engineers, providing him with an excellent grounding in the key dynamics that drive a successful resources project from exploration through to production. Show less



Aurum Echo

• Director/Editor

  • Aug 2020 - Present

  Editor and publisher of financial commentary website AURUM ECHO. Aurum Echo delivers a collection of snippets and notes and its aim is to share anecdotes of a macro-economic nature in a world where mainstream financial press has completely lost its way due to its complicity in following the broken rhetoric of Central Bank whisperers and Wall Street types. Simon worked as a Senior Financial and Investment adviser in the Australian Financial Services Industry for more than 20 years. Simon was a major shareholder, Director, Adviser and Chief Investment Officer of Licensee, Aurum Planning Pty Ltd, until the company was sold in 2018. Show less



Twenty Seven Co. Limited

• Australia
• Mining

• Chief Executive Officer

  • Jan 2021 - Mar 2023

  As a Chief Executive Officer of an ASX listed Precious Metal exploring company, Simon’s responsibilities include compliance with relevant laws such as the Corporations Act and Corporations Regulations, promoting and improving the company’s business to achieve its corporate objectives, and executing professional judgement by acting on own responsibilities and initiatives. Using the previous intensive experience as a Chairman of Investment Committee and lead overseeing significant fund allocations to emerging gold explorers and producers, contributed his skills for significant operational interaction with a variety of stakeholders, including geologists, drilling contractors and mining engineers, providing him with an excellent grounding in the key dynamics that drive a successful resources project from exploration through to production. Show less



Twilight Financial Services

• Senior Adviser

  • Apr 2018 - Aug 2020

  Senior Adviser within boutique firm in South Perth, operating under purchased AFSL (see below). Working closely with clients to understand their needs, objectives & aspirations and advising them as to strategies to achieve their goals. • Investment advice and research, including direct equities trading • Working within legislative & technical frameworks • Funds management • SMSF advice • Product / platform research • Market commentary for sophisticated investors Senior Adviser within boutique firm in South Perth, operating under purchased AFSL (see below). Working closely with clients to understand their needs, objectives & aspirations and advising them as to strategies to achieve their goals. • Investment advice and research, including direct equities trading • Working within legislative & technical frameworks • Funds management • SMSF advice • Product / platform research • Market commentary for sophisticated investors



Aurumplanning Pty.Ltd.

• Australia
• Investment Management

• Director, Senior Adviser

  • Jan 2009 - Apr 2018

  Established own AFSL and operated Financial Advisory/Planning company, acting as director, RO and Senior Adviser. Provided strategic advice to clients with a focus on Investment Advice, Asset Allocation and ongoing Asset Management • Senior Investment Adviser under Independent AFSL • Chairman of Investment Committee, Including Risk and Research into ASX listed investments, including Gold/Base metal Miners and Explorers • Product / platform and investment research for best facilitation of Advice and Investment process • Compliance officer • Established and managed Risk committee • Senior management duties, including procurement and budget coordination • Investigated market trends and developed investment strategies, with particular focus on Precious Metals markets • Senior Adviser, providing Risk, Investment and Funds Management advice Ongoing investment management included direct engagement with company management, including operational updates and various stakeholder engagement. Show less



APWA Pty Ltd

• Director, Senior Advisr

  • Jan 1998 - Jan 2009

  Director and Senior Adviser, operating under independent Corporate AFSL, Associated Planners. Provided financial advice to clients, with focus on Risk and Investment management. • Member of Investment Committee • Research reporting, Asset Allocation and execution though various broking and fund management platforms. Ongoing investment management included direct engagement with company management, including operational updates and various stakeholder engagement. Director and Senior Adviser, operating under independent Corporate AFSL, Associated Planners. Provided financial advice to clients, with focus on Risk and Investment management. • Member of Investment Committee • Research reporting, Asset Allocation and execution though various broking and fund management platforms. Ongoing investment management included direct engagement with company management, including operational updates and various stakeholder engagement.



Financial Wisdom

• India
• Financial Services
• 1 - 100 Employee

• Senior Advise

  • Jan 1996 - Jan 1998

  Providing financial advice to clients, with focus on direct equities trading and funds management. • Managing client portfolios • Implementing advice strategies whilst building client relationships Providing financial advice to clients, with focus on direct equities trading and funds management. • Managing client portfolios • Implementing advice strategies whilst building client relationships



Prudential

• Financial Services
• 1 - 100 Employee

• Adviser

  • Jan 1994 - Jan 1996

  Managing client advice strategies, with a focus on Risk management and Superannuation Managing client advice strategies, with a focus on Risk management and Superannuation



Sanyo Trading Company

• China

• International Sales and Marketing Officer

  • Jan 1992 - Jan 1994

  Grow international sales opportunities for Japanese commodities company • Develop and implement international marketing strategy Grow international sales opportunities for Japanese commodities company • Develop and implement international marketing strategy