About Me

Simon enjoys helping clients clarify their goals and putting a plan in place to enable those goals to be reached

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 9 Years
  • Licensed By
    Licensed By Core Independent Financial Advice Pty Ltd
CERTIFIED FINANCIAL PLANNER®