About Me

Simon is our Senior Financial Adviser and has extensive experience in the financial planning industry over the past 23 years.He has a Master’s Degree in Commerce (majoring in Banking and Finance), a Bachelor of Economics Degree and a Diploma of Financial Planning. He also holds the internationally recognised Certified Financial Planner qualification that means you have assurance that he works to the highest professional and ethical standards.Simon’s integrity, along with his personal approach and guidance he offers to our clients is widely acknowledged. Simon has developed collaborative relationships and partnerships with key providers in the investment and insurance world, industry experts and market specialists, ensuring the highest levels of compliance and understanding of increasingly complex regulations and legislation.