Simon’s passion for helping clients achieve their financial dreams started in 1998 with his first role as a teller with ANZ. He soon excelled and worked his way through to be a fully certified Financial Planner after completing his Diploma (2001), Advanced Diploma (2005) and continued on to complete his Masters of Financial Planning in 2006.
Simon became a business owner in 2007 where he was able to provide quality service and interact with his clients in a more personalised way, which is why he loves what he does on a day to day basis. ‘Not all clients fit into the generic box, I enjoy being able to service my clients with strategies and services that are unique and tailored to their individualised situation’.
Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general. Simon works closely with his clients on an ongoing basis to continually monitor and review their financial strategies.
Simon has been acknowledged as a 2015, 2016, 2017 and 2018 Finalist ‘GPS Wealth Advisor of the Year’ Award. It’s a great privilege to be recognised in this way. Simon also takes great pride that Insight Wealth Planning was nominated for ‘Practice of the year’ in 2015 and the overall winner for that award in 2016, 2017 & 2018.
Living Locally, Simon also enjoys family life with two young children. On the weekend you may find him enjoying family time, or out on the golf course.
Simon has been my Financial Adviser since 2009 and has always had my best interests at heart.
His knowledge and delivery of advice is excellent, it's always been a pleasure coming to see him, or requesting information in as simple as a phone call. I think very highly of him.
My wife and I have been dealing with Simon for quite a few years now and we are very happy with the advise Simon has given us, every time we have seen Simon he has answered most of our questions before we even ask them. We are looking forward to working with Simon as we travel through our retirement.
Simon is always helpful, professional and very clear in his advice. Willing to explain the smallest to largest aspects of the financial situation and how and what is needed to suit our individual finances. Very capable and reassuring in times of uncertainty. We have no hesitation in recommending Simon and the team.
Greg and I couldn’t be any more happy with the advise from Simon. We are very happy that we have Simon looking after us, to get us sorted out for our retirement.
My wife and I are about to start our retirement plan with Simon. His knowledge and commitment he has shown us so far to achieving our goals is outstanding.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2006
- Years of experience 17
- Master of Financial Planning
Insight Wealth Planning24 Alma Rd
New Lambton, NSW 2305
- In person
- Video call
Gps Wealth Ltd