Simon Forbes

Simon Forbes is a seasoned wealth adviser and private life mentor with extensive experience in managing high net worth clients. Currently serving at Shaw and Partners Limited since August 2015, Simon specializes in mapping clients' values, goals, and objectives into holistic financial strategies. Previously, Simon held significant roles at UBS as a Director/Client Adviser and at Citi as a Wealth Adviser, where responsibilities included developing comprehensive financial roadmaps tailored to clients' individual relationships with money. Early career experience at Prudential Bache further established a foundation in identifying clients' wealth values. An educational background includes a Bachelor’s Degree in Arts with a Law Major and Accounting from the University of New England, a Diploma of Stockbroking from the Stockbrokers Association of Australia, and a FASEA qualification from Deakin University.