Simon Hu

Portfolio Manager

Simon Hu

As Portfolio Manager with the Financial Planning team Simon works closely with our Advisors in the implementation of our clients' financial strategies ensuring client expectations are met with accuracy and efficiency.

Highly qualified Simon is now focussed on developing his knowledge and practical experience through his work and interaction with clients and our financial advice team. He is committed to further learning and working as part of a team to achieve valuable outcomes for our clients and looks forward to developing client relationships.

After hours Simon enjoys cycling.

Contact Simon
Phone: 03 8850 3333
Email: shu@obbc.om.au


Qualifications

  • Bachelor of Finance
  • Master of Financial Analysis
  • Diploma of Financial Planning

Simon speaks fluent Mandarin.

A few more team members

Jodi Fulton

Jodi Fulton

Internal Bookkeeper

Jodi Fulton
Kirsty Blake

Kirsty Blake

General Manager

Kirsty Blake
Samantha Greene

Samantha Greene

Certified Financial Planner

Samantha Greene
Daniel Vogelpoel

Daniel Vogelpoel

Principal

Daniel Vogelpoel
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330