Simon Condon

Chief Investment Officer

Simon joined KDM Financial in 2022. Simon has over 20 years’ experience in financial markets including retail and institutional roles in equities, futures and derivatives, as well as extensive qualifications such as Chartered Financial Analyst (CFA) and Master of Applied Finance.

Outside of work, Simon enjoys participating in club field hockey both as a volunteer and watching his daughters play.

Experience 

  • Chief Investment Officer at KDM Financial & Estate Planning, 2022 – Current
  • Senior Investment Adviser at Shaw and Partners, 2014 – 2022
  • Senior Investment Adviser at Bell Potter, 2003 – 2014
  • Institutional Dealing/Sales at ANZ Futures, 1997 – 2002

Qualifications 

  • Chartered Financial Analyst at CFA Institute
  • Master of Applied Finance at Macquarie University
  • Graduate Diploma of Applied Finance and Investment at Securities Institute
  • Bachelor of Engineering at University of Queensland