About Me

Simon is a dynamic planner and brings with him over 15 years’ experience in the financial services industry. Simon joined Invest Blue in 2021 as part of a merger with Strategic Financial Planning. He had previously been a Financial Planner and Director at Strategic having joined in 2008. Prior to this Simon worked in financial services in Adelaide. Simon holds a Bachelor of Economics from the University of Tasmania and an Advanced Diploma in Financial Services. Simon is also a Certified Financial Planner®.

Simon’s passion is assisting clients in improving their financial position and reaching their goals by understanding what is important to them and taking advantage of key strategies to help them achieve these goals. Simon relishes the role of your financial coach and loves to see his clients reach their personal milestones. Simon has two young daughters, Lucy and Margot. When not at work, Simon enjoys playing basketball, going to the gym and exploring everything Tasmania has to offer.