Simon McGuirk

Findex Advice Services Pty Ltd

Gold
13 Yrs Experience
Melbourne, VIC 3000
Simon has been in the Financial Services Industry for over 15 years and he has been advising clients for the past 10 years. Having held various roles within the financial services industry, Simon found that his passion lies within the Financial Planning profession and in 2014, was announced as the Victorian State Winner of the Financial Planner AFP® of the Year. Having attained his Fellow Chartered Financial Practitioner (FChFP), Simon is now studying towards his Certified Financial Planner (CFP). Simon is also an AFP® member of the Financial Planning Association of Australia and a Practitioner member of the Association of Financial Advisers. Simon derives much enjoyment from developing long-term, ongoing relationships with a diverse range of clients from young professionals to pre-retirees. He is very skilled and passionate about educating clients on how to make the most of their financial position (how to be money smart). Simon believes that by working closely with his clients, he can identify the goals that matter the most and help them achieve their chosen lifestyle. Simon has a keen interest in providing advice to young professionals and young families. Given he is also in that life stage, he has a greater understanding, awareness and relatability of the issues that affect these clients and the areas of advice that are most appropriate.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We are a fee-for-service business. The fee is often charged based on the complexity, scope of the advice provided, time and expertise taken to develop and prepare the recommendations.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

Level 23, 600 Bourke St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Findex Advice Services Pty Ltd

AFSL 243253

4.85
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.75
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I am so happy to have met Simon at Wealth Market. He has provided exceptional communication, attention to detail and a seamless, stress free experience. Simon listened to my requests and was able to provide a comprehensive solution that covered everything I needed and was able to make the process quick and effortless."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon is so approachable - I had no idea what I needed help with in regards to my financials however he made everything straightforward and easy. He really opened my eyes up to how unaware I have been in relation to my spending and is helping me to get back on track and save for a house deposit. Such a knowledgeable, personable & kind man."

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon really help my partner and I understand what we need to be doing in order to achieve our goals and objectives. He made sure we were both on the same page and really took the time to ensure we understood our current and future position and also how to protect it. My partner and I are still young (in our 20’s) and we wanted to make sure we are on the right track and making smart financial decisions for the future. Simon has provided us with the steps required for us to achieve this and we are excited and now feel more confident knowing how to go about it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given me and my partner confidence and security by providing us with a strategy aligned with our goals. Simon took into consideration our whole ‘big picture’ thinking and dreams. He was then able to bring it together to show us how to achieve our goals and more importantly if we would be able to achieve them. Now that we know what we need to do, along with having someone like Simon there supporting us, we are confident that we are on the right path to growing wealth."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since going through the process with Simon, he has given us a lot more security and peace of mind knowing that we have protected our future and growing family. This was particularly important to us as we have two young boys under 3, I work part time and my husband is self employed. Simon really took the time to understand our current position and the future we want to build with our boys – this was important to this and the best thing is we know that Simon is only a phone call, meeting or email away."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Appreciate the time taken to look into all my queries and break it all down in an easy way to understand!"

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since getting married, I was looking to consolidate my multiple superannuation accounts and ensure you had adequate levels of insurance cover for my needs. I found the process educational and simple to understand as Simon walked I through the process step by step. The cover is now in force and I feel confident in knowing my future is protected and I am now making my husband go through the process as well. Kylie 3174"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having recently married I was looking to get my insurance in place and consolidate my various superannuation funds. Simon was thorough in explaining the process, where the gaps (risks) were in relation to my situation and how to solve this problem in an efficient, appropriately structured and cost effective manner. A+++"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon is a fantastic adviser and very personable. I feel confident about my situation and that I remain on track to reach my financial goals thanks to the strategies we have in place. More importantly Simon has provided advice whereby I feel that I am in control over my personal and financial situation. I have no hesitations in recommending him to anyone. He is an astute, professional financial planner who actually cares about his clients."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Simon really helped me understand and priorities my goals and objectives. He had good knowledge about what I was trying to achieve and was a great listener! He was patient and challenged me along the way which has given me clarity and confidence moving forward. He didn't try to sell me a product but a solution!"

  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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