Simon Barlow

Armstrongs Financial Advisers

Platinum
17 Yrs Experience
Albury, NSW 2640

Recent reviews

Armstrongs Financial Advisers

531 Macauley St
Albury, NSW 2640

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Armstrongs Financial Advisers

AFSL 504169

5.00
6 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Simon has given me advice in all areas of financial planning. Simon was usually able to explain things to me in a clear way. Through Simon’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually receive Simon’s full care and attention when I needed it."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon is a wealth of knowledge on all facets of finance, superannuation, pensions etc. He will explain procedures in an easy to understand manner, and always makes time for a phone call. After any contact with Simon we feel confident in his professional abilities and advice."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional and easy to deal with"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon always is available for any question or enquiry and if he is not available at that time he is very quick to get back to you with the answers you are looking for. His care of the small client like myself is exceptional. Very happy with all his advice and help."

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

"Simon has all the attributes you want in an adviser, expert knowledge, thorough, compassion, genuine interest 'in your life' and most of all honesty. You are treated as 'part of the family', not just a number. He makes you feel at complete ease & makes sure he looks after not only myself & my financial wealth, but very importantly my family, taking away all of my stress , and allowing me to sleep at night."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
1999

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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