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.
My fee is tailored to your circumstances, preferences and my value add, and is agreed upon up front. Clarity and transparency is paramount.
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
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2013
- Years of experience 10
- Certified Financial Planner (CFP)
RSM Financial Services Australia Pty LtdLevel 13, 60 Castlereagh Street
Sydney, NSW 2000
RSM Financial Services Australia Pty Ltd