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Simon Montgomery

Simon Montgomery

Executive Director, Perth

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted advisor providing them with the time and confidence to focus on other aspects of their lives.

Simon’s academic background and access to Pitcher Partners investment services propriety research is complemented by his professional experience that comes from having operated in some of the “best and worst” historical financial market conditions. Simon is also active in advice and management for Not-for-Profit Organisations.

His commitment in this area has given him a unique insight to the governance and oversight needed to protect those actively serving the ‘for-purpose’ space. Simon’s knowledge of ethical and “impact investing” are well suited to the Not-for-Profit and philanthropic sector and increasingly demanded by private clients.

Qualifications and memberships

  • Bachelor of Science Hons (UWA)
  • Diploma Financial Planning
  • Graduate Diploma Applied Finance and Investment
Simon Montgomery and Pitcher Partners Wealth (WA) Pty Ltd are Authorised Representatives of Sentry Advice Pty Ltd, AFSL 227748

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