Simon is the founding partner at Equity&Super and has over 18 years’ experience in financial markets and stockbroking. Prior to establishing Equity&Super, Simon spent 10 years with Citi Smith Barney as a Vice President in the Private Client Group. Before that he worked with ANZ Securities and the Commonwealth Bank of Australia. Simon holds a Bachelor of Economics from Monash University and industry qualifications of PS 146, Options Qualifications Levels 1 & 2 and has the US Series 7 Qualification. He has also sat on the Lord Mayor’s Charitable Foundation investment committee.
Senior Investment Adviser
Broc is currently a Private Client Adviser at Equity&Super and has extensive financial markets experience, he has held previous roles at Pitcher Partners and BBY Limited. Broc took a career break to play AFL with the Brisbane Lions and Hawthorn, he is a highly disciplined and well-rounded professional with a proven track record of building strong client and business relationships. Broc holds a Bachelor of Commerce with majors in Accounting and Finance, including industry qualifications of Accredited Derivatives Adviser, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner CFP.
Nick joined Equity&Super from MDS Finance where he held the role of Key Accounts Coordinator, he was responsible for management of client accounts and assisting with a wide range of trading related activities that involved a high volume of adviser and client services responsibilities. Prior to this he sailed professionally for 11 years, including 2 America’s Cups, an Olympic campaign and has coached at the national level. Nick is a highly organised professional.
Associate Investment Adviser
Lachlan graduated in 2014 from RMIT University with a Bachelor of Information Technology (Web Systems) and a Masters in Finance. Prior to joining Equity&Super, Lachlan worked at Evans & Partners in their private wealth management division. At Equity & Super, Lachlan works closely with Simon Cunnington, Broc Mccauley and Nic Partridge servicing clients’ needs and building business technology solutions. Lachlan is a passionate skier and tennis player.
Rebecca has been involved in the finance industry for 14 years working for such companies as Credit Suisse First Boston, Challenger First Pacific, National Australia Bank, Citi Smith Barney and IRESS. Rebecca has nine years’ experience as a senior assistant in the stockbroking industry, and more recently as a senior account manager with IRESS Market Technology.