Summary

Simon is a specialist within the financial advice space. A passionate and customer focused financial advisor who enjoys working closely with this clients. Simon provides up-to-date advice in line with his client's current needs and future goals. Simon adopts the clarity, confidence and comfort approach to financial planning which enables him great success with meeting and exceeding his client's expectations.

Before I make any important decisions in my professional and personal life, I seek out and analyse all relevant information. I am sure the same goes for my clients. Without experience in wealth, it can be daunting and confusing to be presented with new information that is complicated and difficult to understand. Simon specialises in providing high level and complicated advice to his clients in a manner that is comprehensive, detailed and easy to understand. This provides his client's clarity into the financial advice process and the opportunity to confidently move towards financial freedom and comfort.


Simon has completed extensive study related to the financial planning industry having completed his diploma of financial planning (DFP), advanced diploma of financial planning (ADFP), graduate diploma of financial planning (Grad Dip FP) as well as completing his Master's Degree of Financial Planning (Masters FP). This qualification places Simon in a small group of people to hold this post graduate degree, and is invaluable to the comprehensive range of advice that Simon can provide. Simon understands and respects the importance of education in the advice industry and welcomes to new education requirements being enforced among advisers in the advice industry.


Simon (ASIC No. 459078) is an Authorised Representative of AIW Dealer Services Pty Ltd ABN 53 153 322 420 (AFSL 414256)