MenuSimon Ereaut CFP®
About Me
Simon joined Moneyplan in 2024 and has over 18 years financial services experience in a mix of self licensed and larger institutional financial licensees.
Simon is passionate about being the calm voice amongst the noise, to provide the best strategic advice and guide our clients to a more informed and secure financial future.
Simon has achieved the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest achievement within the profession. In addition, he holds a Bachelor of Finance and is completing his Masters of Financial Planning.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Years of Experience 13 Years -
Licensed By Moneyplan Australia (m.p.) Pty. Ltd.
