Simon joined us in August 2011 as a Financial Planning Manager.
He holds a Bachelor of Business from the University of Technology Sydney, with majors in accounting and financial planning.
He entered the financial services industry in 2004 and his experience includes both financial advising and consulting to financial advising companies on best practice.
His wide range of experience in consulting across a number of financial planning Firms, has allowed him to help clients with a broad range of financial advice issues.
He helps clients build and protect their wealth and his key areas of expertise are in superannuation, investment advice and personal risk insurance.
His experience on best practice provides the basis he needs to ensure our clients experience quality advice and excellent service.
Outside of the office you'll find him on his road bike, spending time with his family, or playing one of a number of musical instruments.