David Simon

David is a remarkable person who boasts an impeccable financial pedigree (formerly having been Westpac's top financial adviser for many years). He is aa intelligent man with very high ethical values but mixed with a 'down to earth' approach to issues when dealing with me. He is meticulous, informative, and careful when the needs to make adjustments to my portfolio. He is very approachable and always willing to help and give sound advice. Put simply 'nothing is too much trouble for David'. In my opinion you could not wish for a better financial adviser and manager.