Simon has been part of the financial planning industry since 2005 and founded Infinity Wealth Solutions to provide quality advice directly to the people who deserve it.
He's particularly passionate about helping people build their wealth, craft their ideal retirement, and protect their loved ones.
Alongside his formal qualifications in accounting and financial planning, Simon is a Certified Financial Planner (CFP) and a Superannuation Specialist Adviser – accredited by the SMSF Association, the leading organisation in Superannuation and Self Managed Super Fund education.
We charge an initial consultation fee of $440 for all types of advice. More complex advice needs are quoted and agreed upon before proceeding.
Always knowledgeable, helpful and professional. Simon has looked after us very well over a long period of time.
Thanks Simon. For your advice n how to get the most out of my super!
Simon has given us lots of advice on our superannuation, retirement funds and setting up tax relief on my wife’s wages until she retires. He explains every step of any changes so we fully understand the process and the end outcome.
Simon was very helpful with a number a questions about my Superannuation and very happy with the final outcome.
Simon and his team addressed my concerns quickly and are pro-active with informing me of any changes that may affect my situation.
- Adviser status Platinum
- Number of reviews 24
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce (Accounting and Financial Planning)
WealthwiseBuilding C, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 3:00pm Friday
- In person
- Video call
Fortnum Private Wealth Ltd