Simon is a Certified Financial Planner ® with over 25 years’ experience who specialises in the key areas of retirement planning, wealth creation and estate planning. During his career, Simon has held senior financial planning roles with several large financial institutions both in Australia and in the UK. With extensive knowledge of superannuation and investment solutions, Simon has a focus on delivering personal holistic advice and is passionate on developing long-term relationships to help his clients achieve their goals and objectives.
Please fill out the form below and we will be in touch, or phone us on 1300 856 065.