Simon has 7 years of experience within the Financial Planning industry, joining Tupicoffs in 2018 having left the boutique practice where he was a Financial Adviser and Co-Director. Simon achieved the mark of Distinction for his Bachelor’s degree in Finance and improved his Grade Point Average through his Masters study in Financial Planning. Simon is a Certified Financial Planner®, showing his commitment to higher quality advice and ethical standards.
Simon completed his bachelor's degree in Business majoring in Finance in 2011, achieving the mark of Distinction. Continuing his education, Simon completed a Masters in Financial Planning with a Grade Point Average higher than his undergraduate studies. Simon has completed his Certified Financial Planning designation which is the highest standard for financial planners and is recognised internationally.
My ADVICE PHILOSOPHY
My driving passion is simple - to help people. Through my university studies in finance I found myself interested in personal finance, which led me to becoming a financial planner and combining work with my passion. I strongly believe in the value of comprehensive advice explained simply, with relationships built on transparency, integrity and honesty.
While I do enjoy the challenge of getting the most out of the complex financial system for clients, my main focus is on achieving my clients' goals. Being one of a handful of Independent Financial Planners in Australia allows me to be free from pressure to recommend anything other than what is in my clients' best interest.