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About Me

Simon is a Principal Financial Adviser with Leske Financial Advice.
Simon has been practicing as a planner for the last 25 years and has worked in the finance industry for over 37 years.
Simon has obtained the highest qualification standards within the financial planning industry, being granted Certified Financial Planner (CFP) status.
Simon can provide a detailed financial plan to achieve your goals and objectives.
These include:
# Investments; Gearing
# Retirement; Centrelink
# Aged Care
# Superannuation (including self-managed)
# Personal & Business Insurance
# Tax-effective Strategies
# Wealth Creation

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Advanced Diploma
  • Years of Experience
    Years of Experience 23 Years
  • Licensed By
    Licensed By Count Financial Limited
CERTIFIED FINANCIAL PLANNER®