Simon Wotherspoon

Perks Wealth Management

14 Yrs Experience
Adelaide, SA 5000

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.


  • 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 14
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Applied Finance
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Perks Wealth Management

Level 8, 81 Flinders St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Perks Wealth Management

AFSL 236551