Simon’s passion for helping clients achieve their financial dreams started in 1998 with his first role as a teller with ANZ. He soon excelled and worked his way through to be a fully certified Financial Planner after completing his Diploma (2001), Advanced Diploma (2005) and continued on to complete his Masters of Financial Planning in 2006.
Simon became a business owner in 2007 where he was able to provide quality service and interact with his clients in a more personalised way, which is why he loves what he does on a day to day basis. ‘Not all clients fit into the generic box, I enjoy being able to service my clients with strategies and services that are unique and tailored to their individualised situation’
Simon has a strong technical background and is highly skilled and experienced in many areas of financial planning, including retirement planning, personal risk insurance, gearing strategies and wealth creation in general. Simon works closely with his clients on an ongoing basis to continually monitor and review their financial strategies.
Simon has been acknowledged as a 2015 & 2016 Finalist ‘GPS Wealth Advisor of the Year’ Award’. It’s a great privilege to be recognised in this way. Simon also takes great pride that Insight Wealth Planning was nominated for ‘Practice of the year’ in 2015 and the overall winner in 2016.