43 Reviews

Simon Boom

Scion Advice

Platinum

10 Yrs Experience

Nowra, NSW 2541

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I am passionate about helping my clients maximise their financial position by making smart choices with their money.

My focus is to provide meaningful financial advice that changes lives for the better.

Knowing that financial planning has a demonstrable positive impact on individuals and families, through a clear and direct approach to simplify the complex, my clients have the peace of mind that their financial aspirations can be accomplished each and every day.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

4.50 December 2023

I find Simon easy to get along with, friendly and confident in what he does. His passion to do his best always shows in the face to face meetings. He is usually quick to respond to any inquiries and always cheerful. His knowledge of the services I've required has been very good and if he can't answer any questions he always returns an answer within a short period.

4.75 October 2023

Simon is always willing to help with any query I may have and gets back to me quickly with information. He’s very patient with an old lady who has little understanding of investing and the stock market.

5.00 September 2023

From the first time I met Simon he was amazing... understanding my issues and then working through them with me for the best outcome. Communication with Simon is easy and return emails always received in a timely manner.

5.00 December 2022

We have had only limited contact with Simon however, he appears to be cast in the same mould as Nerida. Good advice and attention to detail. We would recommend Simons' advice to any prospective client.

5.00 August 2022

Simon is always available to help us with advice, which makes us feel at ease. My husband and I are very pleased with our portfolio.

Adviser status Platinum
Rating 4.86
Number of reviews 43
First year providing advice 2014
Years of experience 10
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Scion Advice

Suite 1, 64 North St
Nowra, NSW 2541

Oreana Financial Services Pty Ltd

AFSL 482234

Simon Boom

Scion Advice

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Scion Advice

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Oreana Financial Services Pty Ltd