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.
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.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Core Independent Financial Advice44 Channel Highway
Kingston, TAS 7050
- 8:00am – 6:00pm Monday – Friday
Core Independent Financial Advice Pty Ltd