About Me

In his role as a financial planner, Simon is responsible for developing strategies and providing professional advice to clients on all aspects of financial planning with a specialty in Self-Managed Superannuation Funds and Business Succession. Simon is a former Financial Planning Association of Australia Chapter Chairperson (Wollongong, NSW) and is a current CFP member. Simon has previously held several senior management roles within the financial services industry being responsible for the delivery of quality, ethical and compliant advice to corporate companies, business owners, family groups and private clients. Simon also has a keen interest in the not-for-profit and philanthropic sectors and has donated his time and expertise to the FPA in providing advice and education seminars to special interest groups. Other qualifications - Simon Raines qualifications include:- Certified Financial Planner, Master of Financial Planning, Diploma of Financial Planning and Certificate of Superannuation Management-and Kaplan Self Managed Superannuation

Areas of Focus

  • Aged care
  • Cashflow management
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Peninsula Wealth & Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®