Simon is the 2014 Victorian State Winner of the Financial Planner AFPÂ® of the Year Award.
Simon has been in the Financial Services Industry for over 15 years and he has been advising clients for the past 7 years. Having held various roles within the financial services industry, he found that his passion lies within the Financial Planning profession.
Having attained his AFA Fellow Chartered Financial Practitioner, he is now studying towards his Certified Financial Planner. Simon is also an AFPÂ® member of the Financial Planning Association of Australia and a Practitioner member of the Association of Financial Advisers.
Simon derives much enjoyment from developing long-term, on
ADFP + FChFP Student
Fellow Chartered Practitioner FChFP