Current Position:
Partner, Investment Adviser at LGT Crestone Wealth Management LimitedExperience:
29 yearsLocation:
Brisbane City, QueenslandJan 2021 - Current
Jul 2018 - Jan 2021
Nov 2010 - Jun 2018
Apr 2010 - Oct 2010
Mar 2007 - Mar 2010
Feb 2002 - Mar 2007
Dec 1996 - Jan 2002
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
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...
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 monthsWhat 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 ChisholmWho are Simon Rogers's peers at other companies?
Simon Rogers's peers at other companies are Shaun McKnight and Chris Quigley and Alex PersleyFind email for 850M+ professionals