Simon Young

Wealthgen

Silver
28 Yrs Experience
Wayville, SA 5034

Entering the Planning Industry in 1991 through a family business environment, enabled me to quickly identify and value the importance my client relationships and their trust which I have gained over time. I feel this is far more valuable than any accreditation, certification and licencing requirements. Having knowledge, expertise and knowing your stuff is very important, but having people's trust, morals and ethics is crucial to successful client & business relationships.

Expertise

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

At a glance

  • Adviser status Silver
  • First year providing advice 1996
  • Years of experience 28
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Wealthgen

Suite 1, 58 Greenhill Road
Wayville, SA 5034

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429