About Me

Simon has lived in Bathurst for over 40 years, and has been providing Financial Advice to clients across the NSW Central West since 2004. He loves helping people. Simon provides advice across a broad range of areas, including personal and business risk protection strategies, pre retirement including Transition to Retirement Strategies, and Retirement Income and Centrelink advice, and also Aged Care. Simon gets the most sense of acheivement when seeing the relief on clients faces when they move into retirement, and they know that they will acheive the desired level of income they want and they are going to be OK. Simon is a member of the AFA and AIOFP Associations, and is also a Justice of the Peace. Simon has a special ability to be able to simplify complex strategies, without the use of jargon into ways that normal people can understand. He personally provides the advice and has a great team of specialist assistants around him Simon is a keen fisherman and loves the outdoors, he is married with two children, and is a Life Member of the Bathurst City Colts Sporting Club. He welcomes the opportunity to meet with you.