Simon has worked in the financial services industry for over 15 years, in a career that has seen him both recognized and awarded as a trusted professional within the financial planning community. Simon has a good understanding and expertise in all facets of financial planning which allows him to provide a diverse and comprehensive range of services to his clients. More importantly, he is passionate in helping professionals and families take responsibility and control over their lifestyle and financial future through smart financial strategies, better money habits and access to other professional resources. Simon currently holds a Fellow Charter in Financial Planning and continues to further develop his studies to ensure he remains a trusted professional, whereby giving his clients confidence in the strategy and advice both today and into tomorrow.
Office LocationFindex Melbourne
Level 17, 181 William Street
Melbourne, VIC 3000
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