- Certified Financial Planner®
- Master of Financial Planning
- Diploma of Financial Planning and
- Certificate of Superannuation Management
Simon has made a working career in the financial services industry for over 20 years. His extensive career has seen him hold senior planning positions within the corporate and private banking world. His approach and understanding of the investment markets has seen him form long standing relationships with clients in addition to mentoring many fellow colleagues. He has also continued to fuel his desire for learning and completed his Masters of Financial Planning.
After achieving great work success, Simon made a lifestyle decision to practice what he helps clients work towards and started to work towards his own idea of “Financial Freedom”, by joining his wife Serena Palmer at SPR Financial Solutions.
For relaxation, Simon can be found in the kitchen cooking many amazing dishes or on the golf course dreaming for the “hole in one”.
Simon's ideas of Financial Freedom
Having the choice to travel and experience new cultures and people to gain a greater knowledge of the world.