Simon Wotherspoon

Perks Wealth Management

Gold
12 Yrs Experience
Parkside, SA 5063
I help clients achieve their goals, by developing strategies and structures that inform intelligent investment decisions. Our rigorous process and detailed research ensures everything happens for a reason… but building close relationships with clients, is what gives me the most satisfaction. Ultimately, I provide greater certainty to clients. Certainty that they will achieve the things they want and focus on what’s important to them. Being able to offer individual attention to each client so their needs are met fuels my energy, and underscores the technical framework of financial advice.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Perks Wealth Management

180 Greenhill Road
Parkside, SA 5063

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Perks Wealth Management

AFSL 236551

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Simon has been a reliable strategic guide on growing and maintaining my wealth across the areas of superannuation and self-managed, ASX listed securities and managed funds, small business decisions and estate planning. I find he's able to distill complex matters into easy digested language so I feel confident at all times that I've optimised my situation. He always responds quickly when needed and often anticipates by raising matters before I realise they may affect me."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can highly recommend Simon and the team at Wotherspoon Wealth for providing independent financial advice that is easy to understand. Great service, reporting and attention to detail."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2010

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2013

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Bachelor of Management

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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