About Me

Simon provides holistic management of clients' financial affairs, providing direction, clarity and confidence that their resources are being maximised for their desired purpose. Areas of expertise include wealth creation and retirement planning strategies, investment portfolio construction, the use of Trusts and Self Managed Superannuation Funds and Charitable giving, including Private Ancillary Funds.He holds a Bachelors degree in Financial Planning (with Distinction) and has also completed postgraduate studies in Financial Planning and Applied Finance and Investment. He is a Certified Financial Planner.He was accepted into the Masterclass for Financial Planning in 2007, 2010 and 2012 by the Australian Financial Review’s Smart Investor as one of the top 50 financial planners in Australia.