Simon Wotherspoon

Simon Wotherspoon

SSA
Company
Perks Private Wealth
Title
Director
Profession
Financial Planner
Address
Level 8, 81 Flinders St, ADELAIDE SA 5000, Australia
Phone
08 8273 9000
Qualifications
SSA (Designation), 2013
Advisor

Summary

Simon is a Director of Perks Private Wealth, a division of one of the largest privately owned mid-tier accounting and wealth advisory firms in Australia. He brings a breadth of experience and diverse skills following a decade as Director of Wotherspoon Wealth, which under his guidance, was awarded FPA Professional Practice of the Year in 2018. As a Certified Financial Planner (CFP©) and Specialist Adviser (SSATM), Simon has deep expertise in constructing and maintaining multi-asset class portfolios, whilst developing tailored wealth management strategies for his clients. With the core principles of transparency, honesty and accountability, Simon specialises in providing comprehensive financial advice to self-funded retirees, successful business owners and those aspiring to financial comfort in retirement.

Get in touch with Simon Wotherspoon