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Simon Johnson

TIPS Financial Services

Platinum
21 Yrs Experience
Osborne Park, WA 6017

TIPS Financial Services provides advice to educators and their families. We are specialists in providing advice on all GESB super schemes including GESB Gold State, GESB West State and even gave clients who have the old defined pension scheme.

Our approach is to meet with you firstly to understand what is important to you and your family. By first listening in an obligation free chat, we can help determine your key priorities and if appropriate, put in place a plan mindful of your current life stage but aligned to your desired outcome. Life happens, so it is important to consider what your key focus is for you now, but also put in place steps that help make your ideal future a reality.

I enjoy working with people assisting them to help determine what is important and educate to help limit stress by becoming informed and becoming important on what is really important, to them.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Budgeting

My fees

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

At a glance

  • Adviser status Platinum
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

TIPS Financial Services

9 Roberts Street West
Osborne Park, WA 6017

Opening hours

  • 8:30am – 5:00pm Monday – Thursday
  • 8:30am – 4:30pm Friday

Licensed by

Tips Polaris Pty Ltd

AFSL 542326