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Simon Rogers's
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Current Position:

Partner, Investment Adviser at LGT Crestone Wealth Management Limited

Experience:

29 years

Location:

Brisbane City, Queensland

How to contact Simon Rogers

Last updated:2024-02-01
emailr**********n@lgtcrestone.com.au
phone+61-***-***-2565
instagram
google+

Analytics

According to LinkedIn Simon Rogers started working on 1996, then the employee has changed 6 companies and 4 jobs. On average, Simon Rogers works for one company for 4 years. Simon Rogers has been working as a Partner, Investment Adviser for LGT Crestone for 1673 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Partner, Investment Adviser at LGT Crestone Wealth Management Limited

Jan 2021 - Current

Partner - Private Clients at Perpetual Limited

Jul 2018 - Jan 2021

Senior Financial Consultant at ipac - Company

Nov 2010 - Jun 2018

Client Adviser at MGD Wealth

Apr 2010 - Oct 2010

Client Adviser at QTCU FP

Mar 2007 - Mar 2010

Police Officer at Queensland Police Service

Feb 2002 - Mar 2007

Police Officer at Metropolitan Police

Dec 1996 - Jan 2002

Education

Executive Leadership Program Graduate at Saïd Business School, University of Oxford

The Chartered Institute for Securities & Investment (The CISI)

Financial Adviser Exam at Financial Adviser Standards and Ethics Authority (FASEA)

Bridging course at Kaplan Professional

Master's degree at Kaplan Professional

BSc(Hons) at Cardiff University / Prifysgol Caerdydd

Current Company Information LGT Crestone Wealth Management Limited

Name: LGT Crestone Wealth Management Limited

Speciality: Wealth Management, Portfolio Construction, Not For Profits, Entrepreneurs, Established Families, Sustainable Investing, Philanthropy, Intergenerational Wealth Transfer, Alternative Investments

Location: Sydney, NSW, Australia

Employees: 200-500

Description: LGT Crestone is one of the largest family-owned wealth management firms in the world - bringing together the deep trusted relationship of a local firm with the strength and securit...

Frequently Asked Questions

How long has Simon Rogers been working as a Partner, Investment Adviser?

Simon Rogers's total experience in various companies as a Partner, Investment Adviser 4 years 7 months.

What is Simon Rogers's minimum period of employment in the companies?

Simon Rogers's minimum period of employment in various companies is 6 months.

What is Simon Rogers's average duration of employment for different companies?

On average, Simon Rogers works for one company for 3 years 11 months

What industries has Simon Rogers worked in?

Simon Rogers works in the Financial Services. Previously, Simon Rogers worked in the Law Enforcement.

What positions has Simon Rogers held before?

Previously, Simon Rogers worked as a Partner - Private Clients, and Senior Financial Consultant, and Client Adviser, and Police Officer.

How do I contact Simon Rogers?

Simon Rogers's email address is r**********n@lgtcrestone.com.au, phone number is +61-***-***-2565. Sign up to get contact details.

Who is the CEO of the LGT Crestone Wealth Management Limited?

The CEO of the LGT Crestone Wealth Management Limited is Michael Chisholm

Who are Simon Rogers's peers at other companies?

Simon Rogers's peers at other companies are Shaun McKnight and Chris Quigley and Alex Persley
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Simon Rogers Namesakes

Name
Company
Position
S
Hospitality Professional - Sales Management
Hospitality Consultant
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Turnaround Coordinator
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