Simon Capp

Treehouse Financial Planning

Platinum
18 Yrs Experience
Parkside, SA 5063
“Mission - RETIREMENT”

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 21
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Treehouse Financial Planning

Unit 2, 148 Greenhill Road
Parkside, SA 5063

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.85
21 Reviews
5
4
3
2
1
4.95
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 21

Sort by

4.75

"Simon has been very helpful in advising my wife and I on the investment strategies required to ensure our pension fund is both supportive and sustainable during our retirement years. We value his advice as well as his good humour!"

  • Superannuation
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has helped us feel confident about the next chapter in our lives. He has had our interests at the centre of all decisions especially as I neared retirement and at a time when the world is in turmoil. Simon has explained clearly why certain decisions for investment are made. His enthusiasm for me reaching retirement has given us both confidence and understanding how this stage will be managed to make sure we live comfortably and know we can adjust things according to our situation. We would recommend Simon and Treehouse Financial Planning team who work together to keep abreast of changes in investments and support each other."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon's advice is always clear, and he ensures I am aware of my situation and assists me at any time. Am very very happy with Treehouse Financial Planning. Lesleyann Fairbrother"

  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

". ."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon is always generous with his time, explains things in an uncomplicated easy to understand manner and has genuine concern for his clients. He is a most diligent, reliable, honest, knowledgeable and experienced professional who I highly recommend."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has been extremely helpful with our transition into retirement. We have been extremely comfortable with the advice he has given us. Simon has always been clear in his explanation of our financial needs and is someone we trust with our future."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have just started with Simon who is now looking after my Super and identified some improvements to my insurances. I have found Simon to be very knowledgeable and explains things to me clearly. I am looking forward to continuing the working relationship with Simon."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has provided advice to my clients on a number of areas of Financial Planning. His approach is excellent and all my clients appreciate his valuable insights. Many of my clients have benefited from his advice. He is truely interested in goal setting and monitoring his clients progress to achieve superior results than I have seen with other Financial Planners."

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has helped with my Superannuation. I am confident with the advise given."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon gave me advice on my pensions, super and budgeting toward full retirement. He explained clearly, in simple language, how my finances will take me into retirement, and was affirming of my current strategies for financial management. He responded promptly re my needs and his staff similarly. I would have no hesitation in recommending his services."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
1997

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Master of Business Administration

Level
9 - Masters Degree
Institution
University of Adelaide (UOA)
Completed
2006

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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