Simon Little

Tribel Advisory

Gold
17 Yrs Experience
Bathurst, NSW 2795

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 opportuniuty to meet with you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 54
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Tribel Advisory

36 George Street
Bathurst, NSW 2795

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857