- Certified Financial Planner
- Diploma of Financial Planning
- Chartered Accountant
- Bachelor of Commerce (major in Accounting)
- Cancer Council Pro-Bono advice
I have worked in the finance industry since 1990 and have a wide range of experiences including accounting, taxation, investments, superannuation and financial planning. I specialise in individual, family and small business financial planning needs. I provide a personalised service with an ongoing relationship to provide strategic direction and financial discipline. My qualifications include Certified Financial Planner, Diploma of Financial Planning, Chartered Accountant, Certifications of Superannuation Management and Bachelor of Commerce majoring in Accounting.
Outside of work I enjoy family holidays exploring different parts of Australian and the world, keeping fit and active, watching sport and cooking the odd barbeque or two.
Simon's ideas of Financial Freedom
At this stage of my life financial freedom is about spending quality time while on holidays and outside of work with family and friends. Holidays are about exploring different adventures in and outside of Australia.