Profilo
Mr. Simon Devlin is a Senior Client Strategist at First Samuel Ltd.
He has over 20 years experience in the financial services industry in Australia and the UK.
Prior to joining First Samuel in 2007, Mr. Devlin was an Associate Financial Planner with AFS London and Mercer Wealth Solutions, in addition to earlier experience with the National Australia Bank.
He is a Certified Financial Planner and holds a bachelor’s degree in Business Financial Planning from RMIT University.
He is also recognized as a SMSF Specialist Advisor by the SMSF Association.
Posizioni attive di Simon Devlin
| Società | Posizione | Inizio |
|---|---|---|
First Samuel Ltd.
 First Samuel Ltd. Investment ManagersFinance First Samuel Ltd. is an independent wealth management firm headquartered in Melbourne and was founded in 1999. First Samuel provides integrated wealth management services to individuals, families, charities and not-for-profit organizations. | Stratega di mercato | 01/01/2007 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 1 |
|---|---|
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel Ltd. is an independent wealth management firm headquartered in Melbourne and was founded in 1999. First Samuel provides integrated wealth management services to individuals, families, charities and not-for-profit organizations. | Finance |
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- Simon Devlin
