Simon Boom

Scion Advice

Platinum
8 Yrs Experience
Nowra, NSW 2541
I am passionate about helping my clients maximise their financial position by making smart choices with their money. My focus is to provide meaningful financial advice that changes lives for the better. Knowing that financial planning has a demonstrable positive impact on individuals and families, through a clear and direct approach to simplify the complex, my clients have the peace of mind that their financial aspirations can be accomplished each and every day.

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 38
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Scion Advice

Suite 1, 64 North St
Nowra, NSW 2541

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.80
38 Reviews
5
4
3
2
1
4.75
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 38

Sort by

5.00

"Simon's advice is given to us in a clear manner. All our enquires are only a phone call away. I know my super fund is in good hands with Simon and his staff. Through Simon's knowledge and experience, we feel very confident that his advice given to us, is right for our future. Have been with Simon for many years now. We live in south Australia and have no problems with communication. I know our nest eggs in good hands. Thank you Simon Ron and Graham"

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have always felt confident with Simons advice in the way that he manages our port folio. Simon always keeps us informed with any changes if he thinks necessary"

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has given me advice in areas, including Superannuation, Income Streams, Pension Payments, having our personal affairs up to date, including Wills and POA. He is always very prompt and clear with his information. Simon has our best interests at heart when it comes to managing our financial matters. Our money has increased thanks to the way Simon has managed our portfolio and continues to do so. I have recommended him to my some of my friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon has handled our Portfolio for many years and we are very confident with all our information he provides. Very easy office to deal with at any time"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We couldn't be more happy with the advice and information given to us by Simon, just when we were panicking about losing more money in our investments, we met with Simon and he was able to calm our fears and help us with our Savings and Cash flow, our Pension entitlements and our growth investment. We have full confidence in Simon as he certainly understands our situation and advised us accordingly."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Simon has been wonderful in his approach to us. He has assisted in managing my superannuation and investments after sudden retirement as well s clearly explaining any questions we might have. Our returns have been good and we have been able to budget for our holidays and large purchases for our home. We would highly recommend Simon ans Nowra Bridges to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has been very responsive to inquiries and has provided clear advice on superannuation, investments and asset growth."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon gives us excellent understandable advice and he is very pleasant to deal with, nothing is a bother for him. My husband & I feel very confident in the advice he gives us."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Simon has helped me manage my superannuation with expertise prior to retirement. He then assisted me with the transition to retirement with an income and part pension. I found him very approachable and I am very confident with the advice he has given me."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Simon is a confident and effective adviser who always carefully considers the advice he provides and comprehensively explains the financial reasons behind that advice. He is approachable at all times and willing to consider your thoughts on market movement and share options, providing rational and logical advice where necessary to achieve the most financially suitable outcomes for my retirement plans and lifestyle conditions."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 38

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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