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Financial Planner in Sydney

Do you have a financial plan that is as unique as you?

From planning on buying a house, setting long-term financial goals or dreaming of a trip around the world, our advisers can help devise practical solutions to help you achieve your goals.

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.

Want to grow your wealth and protect your lifestyle from financial disaster?


 
 

Sydney

Address:

Level 13
60 Castlereagh Street
Sydney NSW 2000

T: +61 2 8226 4500

F: +61 2 8226 4501

Location: 
RSM

Ask us about Wealth Management Services

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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
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Want to grow your wealth and protect your lifestyle from financial disaster?

Our Financial planners can assist you to build and protect your overall wealth, advise on mainstream superannuation and Self-Managed Super Funds, personal insurances and investment options across multiple platforms, including shares, bonds, cash savings, managed funds and indirect property.

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.