Simon’s interests include golf, tennis, house renovations, gardening and learning to fly fish-slowly.
Simon joined MWL Financial Group in 2012. Prior to joining MWL, he spent more than 25 years in financial planning. Simon worked initially as an advisor and as a founding director of a large suburban financial advice business. Consequently, he has shared both the good and the not so good times with his clients and their families. He understands the importance of ensuring they are prepared financially for anything that life can throw at them.
Simon is experienced in working closely with his clients, listening carefully when considering their options to achieve their financial and lifestyle goals and has a passion for developing strategies and constructing well diversified portfolios. He has experience to know that it is often as a trusted advisor to the family that he is most valued to assist them to make smarter decision – whether they be job change, using self managed super funds, planning for retirement or entering aged care.
Simon has a Diploma of Financial Planning, a Bachelor of Horticulture and a Masters of Business Administration (Hons), majoring in Economics and Marketing.
Simon’s experience, applied qualifications and strong communication skills allow him to comfortably discuss and explain in simple English the rapidly changing financial world his clients find themselves in.