Simon has been in the Financial Services Industry for over 20 years and he has been advising clients for over 15 years. Having held various roles within the financial services industry, Simon found that his passion lies within the Financial Planning profession and in 2014, was announced as the Victorian State Winner of the Financial Planner AFP® of the Year.
Simon is also an AFP® member of the Financial Advice Association Australia (FAAA). Simon derives much enjoyment from developing long-term, ongoing relationships with a diverse range of clients from young professionals to pre-retirees. He is highly skilled and passionate about educating clients on how to make the most of their financial position (how to be money smart). Simon believes that by working closely with his clients, he can identify the goals that matter the most and help them achieve their chosen lifestyle.
Expertise
My fees
We are a fee-for-service business. The fee is often charged based on the complexity, scope of the advice provided, time and expertise taken to develop and prepare the recommendations.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 19
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Findex Advice Services Pty Ltd
Level 42, 600 Bourke StMelbourne, VIC 3000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Findex Advice Services Pty Ltd
AFSL 243253