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.
I find Simon easy to get along with, friendly and confident in what he does. His passion to do his best always shows in the face to face meetings. He is usually quick to respond to any inquiries and always cheerful. His knowledge of the services I've required has been very good and if he can't answer any questions he always returns an answer within a short period.
Simon is always willing to help with any query I may have and gets back to me quickly with information. He’s very patient with an old lady who has little understanding of investing and the stock market.
From the first time I met Simon he was amazing... understanding my issues and then working through them with me for the best outcome. Communication with Simon is easy and return emails always received in a timely manner.
We have had only limited contact with Simon however, he appears to be cast in the same mould as Nerida. Good advice and attention to detail. We would recommend Simons' advice to any prospective client.
Simon is always available to help us with advice, which makes us feel at ease. My husband and I are very pleased with our portfolio.
- Adviser status Platinum
- Number of reviews 43
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
Scion AdviceSuite 1, 64 North St
Nowra, NSW 2541
Oreana Financial Services Pty Ltd