Simon been actively involved in the financial services industry for over 10 years and has been a Certified Financial Planner® since 2013. Creating enduring, positive change is fundamental in Simon’s ongoing relationship for all clients.
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.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions SImon Provides
Simon provides advice in all areas of financial planning and specialises in the following areas.
- building and protecting your wealth
- superannuation including self-managed super funds (SMSFs)
- planning for and making the most of retirement
- aged care planning
- estate planning
- Financial Planning Association of Australia (FPA)
- Certified Financial Planner®
- LRS® Life Risk Specialist
- Bachelor of Commerce (Financial Planning)