A passionate and customer focused financial adviser who enjoys working closely with his clients. Simon provides up-to-date advice in line with his client’s current needs and future goals. Simon adopts the clarity, confidence and comfort approach to financial planning which enables him great success with meeting and exceeding his client’s expectations.
At a glance
- Adviser status Bronze
- First year providing advice 2011
- Years of experience 13
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Direct Wealth Pty Ltd
209D Given TerracePaddington, QLD 4064
Opening hours
- 8:00am – 12:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221