Simon is a Partner in our Risk Advisory team at BDO in Sydney. He has over 29 years of experience providing risk advisory services to help clients in the financial services, technology, resources, infrastructure, agribusiness and automotive industries. His approach to client service is to provide exceptional client experience through the provision of holistic, timely, and high quality service, building trust in order to understand what is in the forefront of clients’ minds.
Simon helps organisations meet their compliance requirements and improve their operations by assessing internal processes, risk management, and compliance with internal and external policies and legislation. He is also passionate about promoting foreign investment into Australia, and helping inbound investors succeed by adopting an ‘all of the firm’ approach. Bringing together the best and most relevant resources of the firm to provide personal, integrated, and innovative services to clients.
Previously, Simon led the ASEAN, India, and Korean Business Group at a global consulting firm. He delivered value to Asian inbound clients, utilising his bilingual skills, deep understanding of the Asian culture, and 12 years of work experience in several Asian countries.
He was previously a Group Chief Risk Officer at Meritz Financial Group. He was responsible for overseeing the operational, financial, and compliance risk of its group of financial services companies, including the general insurance, securities, asset management, and group information technology services. He was also the Chief Audit Executive for the general insurance arm of the group, and had responsibility over the internal audit department, ensuring compliance with regulatory requirements and internal policies and procedures.
Before working in the financial services industry, he was a Risk Advisory Services Leader at a global consulting firm. He oversaw several risk sub-service lines, including business risk services, financial services risk management, technology and security risk services, and fraud investigation and dispute services.
- Internal Audit
- Risk Management
- Compliance - including APS310, CPS220, and Sarbanes Oxley Act
- Financial Services, including banking and insurance
- Health, including pharma and nutraceutical
- Mining, Oil & Gas, Energy/Utilities
- Chartered Accountant Australia and New Zealand
- U.S. Certified Public Accountant
- Certified Internal Auditor
- Certified Fraud Examiner
- Master of Risk Management
- Bachelor of Economics
- Director, Executive Committee Member, Australia-Korea Business Council
- Member, Korean Chamber of Commerce