- Certified Financial Planner (CFP®) issued 27 November 2001
- Bachelor of Business
- Diploma of Financial Planning
- Member of the Financial Planning Association of Australia since 24 July 1998
- 2015 Independent Financial Adviser – Boutique Firm of the Year Award – WINNER
- 2016 Independent Financial Adviser – Practice Principal of the Year Award – Finalist
- 2016 Wealth & Money Management Awards – Best Bespoke Wealth Manager
- Responsible Officer and Partner – VISIS Private Wealth
- In his role as responsible officer Simon has worked within the VISIS Private Wealth business to ensure the principles of a Privately Owned Practice are held at the forefront of the business.
In other words all of VISIS Private Wealth client dealings are driven solely by the client’s needs, goals and objectives. VISIS Private Wealth is a respected, 100% privately owned and Self Licenced practice – with no alliances to other financial institutions. With over 20 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.
Simon joined VISIS Private Wealth in 2008 after relocating to Brisbane with his young family. Previously he had built a small, successful financial planning practice in Pitt St, Sydney. Simon is a Certified Financial Planner and has 20 years’ experience in providing strategic financial advice, successfully delivering tailored, practical and smart solutions to clients. Simon specialises in developing strategies to assist his clients to meet their goals in wealth accumulation as well as asset protection, structural advice, pre-retirement and retirement planning. With over 20 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.
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
- Debt and Investment Management
VISIS Private Wealth is proud to offer the best of both worlds: the size and resources to offer market-leading services, with personal attention and support. Every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance/lending, superannuation, taxation advice and accounting services.