With over 18 years experience delivering smart, practical advice in both Sydney and Brisbane, Simon has worked with exceptional people to build a respected, 100% privately owned practice – VISIS Private Wealth has no alliances to other financial institutions. Quite simply, our qualified advisers are genuinely and solely driven by client needs.
Simon has the proven ability to offer Clients holistic wealth management advice, with specialist knowledge in:
- Direct and platform investment management
- Superannuation and SMSF strategies
- Entities and tax planning