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Simon Wong, CFA, CIPM

Associate Director at National Australia Bank

Simon Wong, CFA, CIPM, is a highly qualified professional with a versatile educational background and extensive experience in finance and taxation.

He holds a Certificate in Investment Performance Measurement (CIPM) and is a Chartered Financial Analyst (CFA), demonstrating his expertise in investment analysis and performance evaluation.

Simon Wong studied a Graduate Diploma in Taxation Law, a Bachelor of Laws (LLB), and a Bachelor of Commerce (BCom) with a focus on Actuarial Studies at the University of Melbourne, showcasing his strong foundation in legal and financial fields.

With a robust educational background, Simon Wong has held significant roles in prominent organizations including positions at National Australia Bank as Associate Director, Senior Quantitative Analyst in Credit Risk, and Senior Analyst in Investment Performance & Risk Analytics, illustrating his diverse skill set in financial analysis and risk assessment.

Simon Wong's previous role at Deloitte Australia as an Analyst in International Tax, Mergers & Acquisitions highlights his experience in tax law and financial transactions, further emphasizing his multidisciplinary expertise.

Simon Wong's combination of academic achievements and practical experience make him a valuable professional with a comprehensive understanding of finance, investment, taxation, and risk management.

He is well-equipped to provide insights and solutions in complex financial environments, making him a sought-after expert in the fields of finance, taxation, and investment management.

Simon Wong, CFA, CIPM
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Location

Greater Melbourne Area