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.