About Me

Simon is a senior CERTIFIED FINANCIAL PLANNER® (CFP) with 15 years’+ experience in the financial planning industry. He is passionate about developing and researching personalised solutions to assist individuals achieve their goals. Simon has a keen interest in providing strategic advice, and developing clear and articulate plans founded on current financial literature, investigative research and financial modelling. In line with Lifewealth’s core values, he prides himself on strong principles of team work, client focus, and diligence that enable him to develop partnerships with people to work together on plans, so they can take ownership of their chosen path. Simon’s internationally accredited CFP designation requires him to maintain a higher level of ethical and professional ongoing educational standard, ensuring the client receives comprehensive and practical financial planning. As an Accredited Aged Care Professional, Simon is heavily involved in providing Lifewealth’s Aged Care service to clients and assist them to navigate the maze of aged-care services.