Areas of Specialisation: ESG, Sustainability, Responsible Investment, Financial Advice and Wealth Management.
Simon has worked in the wealth management industry as a client services officer, paraplanner and associate adviser for ...
Areas of Specialisation: ESG, Sustainability, Responsible Investment, Financial Advice and Wealth Management.
Simon has worked in the wealth management industry as a client services officer, paraplanner and associate adviser for over 8 years prior to moving into recruitment. This has positioned him to be able to understand the complex and ever-changing financial planning industry and to provide valuable insights to the candidates and clients he works with.
Simon manages a dual portfolio: recruiting for the Wealth Management industry while also heading up ESG/Responsible Investment/Sustainability portfolio.
Simon has a passion for helping candidates reach their career goals and to find the best talent for his clients while always being genuine, approachable, and supportive.
https://www.kaizenrecruitment.com.au/team-member/simon-gvalda/
Simon Gvalda Awards
2x Agency Of The Year - Banking & Financial Services, AU
2024, 2023
2x Best Agency - Banking & Financial Services, NSW