Simon McGuirk

Simon McGuirk

17/151 City Rd, Southbank VIC 3006, Australia
03 8639 1300
www.linkedin.com/in/simon-mcguirk
Wealth Market
Member of Association of Financial Advisers Logo
Background
Summary

Simon is the 2014 Victorian State Winner of the Financial Planner AFP® 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 AFP® 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

Focus Areas
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Salaried

Education

ADFP + FChFP Student

Fellow Chartered Practitioner FChFP




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