Simon Robinson
Financial Adviser - Sydney

Simon is a Financial Adviser based in our Sydney office.

Simon has been actively involved in the financial services industry since 2009, and has been a Certified Financial Planner® since 2013. Creating enduring, positive change is fundamental in Simon’s ongoing relationship with all clients.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

He has broad experience advising personal clients on building, protecting, and maintaining the lifestyle they desire. By understanding each individual’s financial and lifestyle aspirations, Simon is able to design a strategy to suit the needs of each of his clients and specifically to realise their unique aspirations.

Simon's considerable amount of work in the corporate and not-for-profit sectors has allowed him to extend his reach in helping people, both directly and indirectly.

"I enjoy helping my clients achieve their unique goals, and to reduce the stress involved in managing wealth and retiring."

Prior to joining RSM Australia, Simon has an eclectic mix of positions ranging from his extensive career in finance, to being a bartender, laboratory technician, kitchen hand, stable hand, and race-day barrier attendant.

Outside of work, you might find Simon hitting some balls at the local golf course, surfing, watching AFL (Sydney Swans fan), or traveling. Fortunately, for Simon, since he has not yet been bitten by a radioactive spider, the only superpower he possesses is making the complex, simple!

Simon provides financial advisory services to several locations, including:  
Sydney, Gosford, Newcastle, Central Coast, Port Macquarie and Wollongong.


Simon provides advice in all areas of financial planning and specialises in the following areas:


  •    Financial Planning Association of Australia (FPA)


  •    Certified Financial Planner® - Deakin University
  •    LRS® Life Risk Specialist - Deakin University
  •    Bachelor of Commerce (Financial Planning) - University of Wollongong