Simon Keir

Westlawn Financial Planning Pty Ltd

Silver
21 Yrs Experience
Lismore, NSW 2480

Recent reviews

Westlawn Financial Planning Pty Ltd

Suite 5, Level 1, 29 Molesworth St
Lismore, NSW 2480

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualifications
    • Investment Planning 1
    • Risk Management
    • Entry Level Competencies
    • Superannuation and Retirement Planning
    • Taxation Planning
  • Language spoken
    • English

Expertise

  • Insurance Protection

Licensed by

Clearview Financial Advice Pty Ltd

AFSL 331367

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"I have been a very happy and satisfied client of Simon Keir and Westlawn Life Insurance since 2009. Simon has managed my personal insurance requirements over the years, as my life has changed and my needs have evolved. He has made finding and applying for the best policies for me, very straightforward. I have no hesitation in recommending him to my friends, family and clients. I feel very comfortable that should something unforeseen occur, I would be in safe hands."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection

Qualifications & Training

Investment Planning 1

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Risk Management

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Entry Level Competencies

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2002

Superannuation and Retirement Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Taxation Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Simon's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Simon able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Simon's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Simon to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Simon?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Simon provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Simon may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Simon Keir
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens