I commenced working in the financial services industry in 1994. I've been a financial adviser and principal owner of our Planning practice since 2009.
Prior to joining the Financial Planning industry, I spent 14 years working in Global Investment Banking. The majority of the time as an Equities & Convertible Bond Dealer to Institutional and Hedge Fund clients. For over 9 years, I was based in Tokyo, New York and London. I graduated university with a Bachelor of Business (Finance and Accounting).
I believe my business is unique due to strong focus on genuine financial and life planning. My extensive back ground in financial markets and deep understanding of investment risk provides a powerful skill set to build high quality, well diversified investment portfolios, helping clients to achieve their financial goals and assisting them in realising their life dreams and aspiration.
We offer a 1 hour Life-Planning session in person or via Zoom to new clients at a special rate of $220 (normally $440). From this session you will receive a handy one-page Life Plan template to take away and discuss with your partner and family. This fee is refunded if you then engage us for personal advice and a plan.
Simon is a man of high character. We have many years of relationship that's never had a bad situation. I fully trust, respect and appreciate all you do and how you go about your business. Thank you very much.
Simon breaks everything down clearly and simply. I don't feel like he is blinding me with science, or money talk etc. Everything is simple enough so that I understand whats going on and I can see what's happening. Simon is good at figuring out what my priorities are about where to invest and how risky/not risky it needs to be.
We have for 10 years been entirely satisfied with the level of service and attention to detail and communication.
We put our trust in you with our finances, 100%. Your confidence in what you do with our super is a big help. You are available at any time, and you always get back promptly.
I found dealing with Simon very personal. That was the sort of thing I was after. Someone that understood my needs and the goals I was after.
- Adviser status Silver
- Number of reviews 43
- First year providing advice 2009
- Years of experience 15
- Bachelor of Business (Accounting and Finance)
Providence Advisory GroupNorth Tower, Level 9, 1-5 Railway St
Chatswood, NSW 2067
- 9:00am – 2:00pm Friday
- 9:00am – 7:00pm Thursday
- 9:00am – 5:00pm Monday – Wednesday
FYG Planners Pty Ltd