Simon McGuirk

Findex Advice Services Pty Ltd

15 Yrs Experience
Melbourne, VIC 3000

Simon has been in the Financial Services Industry for over 15 years and he has been advising clients for over 15 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 Masters in Financial Planner. 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.


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • 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 4.89
  • Number of reviews 11
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Findex Advice Services Pty Ltd

Level 42, 600 Bourke St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Findex Advice Services Pty Ltd

AFSL 243253