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

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Highest Level of Education Bachelor Degree
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Years of Experience 12 Years
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Licensed By Rsm Financial Services Australia Pty Ltd
Also meet me here:
106/108 Erina Street,
Gosford, NSW 2250
Gosford, NSW 2250
