Summary

Simon Wotherspoon is Director and Head of Perks Private Wealth and was recognised in Barron's Top Advisers lists in both 2024 and 2025. He works with business owners, professionals and retirees to build, protect and transfer wealth with confidence. A Certified Financial Planner (CFP®) and SMSF Specialist Adviser, Simon specialises in wealth strategy, investment portfolio construction, Self-Managed Superannuation Fund (SMSF) advice, succession planning and intergenerational wealth transfer. Known for his clear judgement and practical approach, Simon helps clients navigate complex financial decisions by turning strategy into action and providing confidence through disciplined, long-term advice. As Head of Perks Private Wealth and a member of both the Perks Group Board and Investment Committee, he helps shape the firm's strategic direction and investment thinking.