Simon has lived in Bathurst for over 40 years, and has been providing Financial Advice to clients across the NSW Central West since 2004. He loves helping people.
Simon provides advice across a broad range of areas, including personal and business risk protection strategies, pre retirement including Transition to Retirement Strategies, and Retirement Income and Centrelink advice, and also Aged Care.
Simon gets the most sense of acheivement when seeing the relief on clients faces when they move into retirement, and they know that they will acheive the desired level of income they want and they are going to be OK.
Simon is a member of the AFA and AIOFP Associations, and is also a Justice of the Peace.
Simon has a special ability to be able to simplify complex strategies, without the use of jargon into ways that normal people can understand. He personally provides the advice and has a great team of specialist assitants around him
Simon is a keen fisherman and loves the outdoors, he is married with two children, and is a Life Member of the Bathurst City Colts Sporting Club. He welcomes the opportunity to meet with you.
My husband and I have always found Simon, very good with explaining what is happening with our superannuation fund. He takes the time to explain what is happening with the market and also touches base with us with what is happening with our family - always making us be number one while we are with him.
Simon has been our FA for more than 10 years now. He began by assisting us to "plan for our retirement" and then helping us with our income and expenditure budgeting. The economy has been through some ups and downs over these 10 years, but my wife and I have always been able to ride the waves, thanks to Simon. My wife calls him a financial miracle-worker. I can't disagree.
Helpful and sound advice.
Thanks Simon for the advice and setting up our pension fund.
Simon is professional and very knowledgeable. His team is always there to help. Wouldn’t go anywhere else.
- Adviser status Platinum
- Number of reviews 54
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
Tribel Advisory36 George Street
Bathurst, NSW 2795
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Count Financial Limited