We offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.
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
Simon provides advice in all areas of financial planning and specialises in the following areas.
Regardless of the stage of your life or your financial situation, you need advice that is sound, practical and relevant to your personal circumstances. Our financial advisers plan and protect the wealth of thousands of Australians including individuals, SMEs and large institutions.
Our Financial Planners in Sydney are passionate about working closely with you so we can understand your personal financial goals and aspirations. This deep understanding allows our expert wealth management advisors to anticipate changes in financial demands and take advantage of new opportunities with a financial pathway constantly tailored to your needs.
One of our experienced financial advisers can take you through the advice and implementation process step by step, giving you peace of mind that you and your wealth are protected and make financial decisions with confidence.
Start a conversation today to help you to achieve your financial goals with our wealth management services.