Summary

With a passion for self managed super and investments, Simon is driven to provide the best possible outcome and experience for his clients. As an accredited SMSF Specialist Adviser with over 19 years of tried and tested industry experience, Simon is well positioned to help share his wealth of knowledge to help you achieve your financial and lifestyle goals. Simon see’s himself as a financial mentor for his clients, he knows that his true value is in empowering you with the knowledge to make the ‘right’ financial decisions. Simon prides himself on his ethics and the core belief that your interests as a client are paramount, as a client you are guaranteed the support and advice you require when it is most needed. He understands that you have worked hard for what you have and want to understand what is going on with ‘your’ money, he understands the importance of keeping you informed and up to date with what is happening with your investments and markets in Australia and abroad. Simon more than welcomes a discussion over a cuppa with anyone who is willing to ‘have a chat’; with no charge for a first meeting, there is no reason not to see how you may benefit from his experience and education.