Simon Sive

Simon Sive is currently employed as a client services officer within the Chris Humphrey Private Wealth Management team, with a goal of progressing to a role of paraplanner.  Simon assists with the administrative aspects of the financial planning process, including superannuation, insurance and wealth creation.

Simon’s duties include:

 -       Preparation of meeting materials

-       Following up client enquiries

-       Liasing with insurance and investment providers

Simon is a law and finance student at Brisbane’s Queensland University of Technology, currently half way through both his degrees.  Simon has a key interest in contract negotiation, financial regulation and financial planning and on completion of his studies will have full RG146 qualifications allowing him to become a licenced financial adviser.