Simon Robinson

RSM Financial Services Australia Pty Ltd

Silver
9 Yrs Experience
Sydney, NSW 2000
My ultimate aim is to provide lasting, positive change to my clients lives. By uncovering my clients financial and lifestyle ambitions and concerns, I design a tailored strategy and provide ongoing guidance to not only secure their future, but also achieve their financial and lifestyle aspirations. Covering wealth accumulation, superannuation (including self-managed superannuation funds), retirement planning, aged care and estate planning strategies, I aim to cover all bases an become the trusted advisor for all of my clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fee is tailored to your circumstances, preferences and my value add, and is agreed upon up front. Clarity and transparency is paramount.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

RSM Financial Services Australia Pty Ltd

Level 13, 60 Castlereagh Street
Sydney, NSW 2000

Licensed by

RSM Financial Services Australia Pty Ltd

AFSL 238282

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"We found Simon to be very focused on answering our questions and giving us good advice. He has always responded promptly to any issues that arose and was willing to make a variety of suggestions and options. We felt that his greatest attribute was that he listened to ensure that we got what we needed and wanted and always was available to assist us when we needed help. We found him to be a very honest, considerate and supportive advisor and we would have no hesitation in recommending him to any future clients as he always went above and beyond what we expected from our financial advisor. Ann & Patrick 2093"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Growing Assets

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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