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Simon Robinson
Contact Simon

E: [email protected]
T: +61 2 8226 4573

Simon Robinson
Financial Adviser - Sydney


Offices : Gosford, Sydney
Services : Financial Services, Debt management, Personal Insurance, Superannuation, Financial Investments
Sector : Family Law
Biography

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

professional ASSOCIATIONSSimon Robinson is a Financial Planner for RSM Financial Services Australia in Sydney, specialising in self-managed super funds, aged care planning, estate planning and building your wealth.

  • Financial Planning Association of Australia (FPA)

Qualifications

  • Certified Financial Planner®
  • LRS® Life Risk Specialist
  • Bachelor of Commerce (Financial Planning)
Publications

Downsizer Contribution

4 November 2022
The Budget announced a reduction in the Downsizer Contribution  eligibility age from 60 to 55* for  individuals wanting to downsize or who are thinking about downsizing their home. This has created opportunities for many more Australians to boost their retirement funds leading up to retirement who might not have otherwise had the capital ...
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Sequencing: A Risk You Need To Understand

30 November 2021
As financial advisers, we talk to our clients a lot about risk, one key risk for a long-term financial plan is sequencing risk. But what is sequencing risk? Let’s start with an example… Wayne and Chris each contribute $20,000 per year to their superannuation funds for 10 years. They both earn an average return of 5% per annum, after tax a...
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Family Law Insider | November 2021

29 November 2021
This edition will also touch on the requirement to re-engage a new financial planner post separation, and the importance of re-establishing individual goals and objectives post separation, providing an enhanced framework for determining an appropriate financial settlement for all parties.
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Webinar Recording: Assets and Family Law During Separation

1 October 2021
When it comes to separating, no two cases are the same.  Some clients will have assets that they are looking to grow or protect, while others may be under financial hardship and considering engaging an insolvency specialist. Whatever the situation your client is facing, it is important to understand what options are available...
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Assets and Family Law During Separation

1 October 2021
When it comes to separating, no two cases are the same.  Some clients will have assets that they are looking to grow or protect, while others may be under financial hardship and considering engaging an insolvency specialist. RSM specialists from both sides of the financial spectrum share their key insights into both asset protection and ...
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thinkBIG - Succession Planning

1 August 2021
For most privately owned and family firms, succession means planning for the sale of your business or handing over control to other family members when you retire. In this report, we not only look at the details for a successful succession plan, but we also take a look at timelines for the best execution of a succession plan. ...
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Seven ways to kick-start your retirement planning

28 June 2018
Time stands still for no one, especially if your eyes are on the retirement prize and yet you’re wondering, “how am I going to get there?” In 2017, we saw some significant changes to the super rules which reinforced the government’s implied message that ‘you need to get started early and save regularly’ to get the full benefits you d...
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Three ways to boost your super from July 2017

22 March 2017
Could the rule changes that recently took place to Super actually present you with some great opportunities to build your retirement wealth from July 2017? There has been a lot of noise in the media about the new $1.6m pension cap which commences in July 2017. But for many, this new rule is not really going to present a problem. Some would ...
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