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 4.85
  • Number of reviews 39
  • 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