Profile
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.
Simon Devlin active positions
| Companies | Position | Start |
|---|---|---|
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. | Market Strategist | 31/12/2006 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Simon Devlin
