Simon Duigan

Core Independent Financial Advice

Silver
7 Yrs Experience
Kingston, TAS 7050
Simon is a financial planner who moved into the financial services industry after running a successful software development business. Simon has a Bachelor of Science degree from the University of Tasmania majoring in computer science and mathematics. He has completed the Graduate Diploma in Financial Planning through Kaplan and has also completed the Certified Financial Planning Program through Deakin University. Simon is a member of the Profession of Independent Financial Advisers of Australia (PIFA) and is also a member of the Financial Planning Association of Australia. He enjoys building long term, meaningful relationships with clients and helping them to achieve their personal and financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Core Independent Financial Advice

44 Channel Highway
Kingston, TAS 7050

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Core Independent Financial Advice Pty Ltd

AFSL 533476

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

"My wife and I have found Simon very genuinely concerned with our financial situation and has given us excellent service over the time he has been advising us. We strongly recommend him to prospective clients."

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • 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

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Profession of Independent Financial Advisers (PIFA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Associate
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