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 4.85
  • 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

4.85
54 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 54

Sort by

5.00

"Helpful and sound advice."

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

"Thanks Simon for the advice and setting up our pension fund."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon is professional and very knowledgeable. His team is always there to help. Wouldn’t go anywhere else."

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

"Simon was very helpfully and professional. No bullshit and straight to the point. Very recommendable."

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

"Simon has facilitated me rolling over my preserved benefit from the Police Superannuation Scheme into a self managed fund on being discharged hurt on duty. He has provided advice on financial planning for our retirement and management of our current assets. I have no hesitation in recommending him to anyone seeking assistance managing their financial situation."

  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given both myself & my spouse great advice in areas such as financial advice about our pensions & retirement plans. Simon has explained both of these in detail & if unable to answer our question has followed up on finding out in a very short period of time & has gotten back to us to discuss our questions We are both very confident with Simon & his advice to us has always been exceptional. He is both friendly & professional in all areas"

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

"Simon has given us help with Kent's continuing super and my transition to early retirement and the best way to utilise my superannuation into a pension. Simon is able to explain all the needs and processes in a way that we can understand.. Simon is always available to discuss and explain any questions or concerns we may have. We are extremely confident in the service provided by Simon."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon has given me very good advice on getting my financial affairs in order , he was able to explain things to me in a manner that was easy to understand .I feel very confident in the advice that i have received ,and am only to happy to recommend him."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon was very helpful with my super changes and let me know every detail of what was going to happen next. Thank you Simon."

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

"My husband and I feel very confident speaking with Simon regarding our superannuation and pensions. He has the knowledge and experience to guide us through our retirement and plan our income to suit our needs. We trust his knowledge with our investments. Simon is always accessible should we have any queries."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 54

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

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

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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