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

Simon Robinson
Financial Planner - Sydney


Offices : Brisbane, Sydney, Toowoomba
Service : Wealth Management Services
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

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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Events

SMSF Property Pitfalls Event | Sydney

Wednesday, 29 August 2018, 6:00pm
Considering buying property within a Self Managed Super Fund?  If you're interested in using your superannuation to buy property, or already have property within a SMSF, this is a must-attend session for you. This interactive session will highlight some of the key traps SMSF trustees can experience when borrowing to inves...
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