Simon Robinson CFP®

Simon Robinson CFP®

About Me

My ultimate aim is to provide lasting, positive change to my clients lives. By uncovering my clients financial and lifestyle ambitions and concerns, I design a tailored strategy and provide ongoing guidance to not only secure their future, but also achieve their financial and lifestyle aspirations.Covering wealth accumulation, superannuation (including self-managed superannuation funds), retirement planning, aged care and estate planning strategies, I aim to cover all bases an become the trusted advisor for all of my clients.

Areas of Focus

  • Aged care
  • Divorce
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 12 Years
  • Licensed By
    Licensed By Rsm Financial Services Australia Pty Ltd
CERTIFIED FINANCIAL PLANNER®