Simon has over 23 years’ experience in Financial Planning industry as a qualified Financial Adviser and a further 10 years’ experience in Commercial Banking working in construction funding, agricultural and some small business lending.
Simon delivers a broad range of advice services to clients across Cairns and Tablelands. Simon specialises in helping pre and post-retirement clients navigating their transition into and through their retirement lifestyles. He has a strong focus on service delivery of a wide range of advice services including investment and tax planning, retirement investments and income, Centrelink eligibility and estate planning in respect to inter- generational wealth transfer of superannuation benefits.
Simon has the ability to simplify financial concepts and empower clients to be well informed and confident in their financial decision making and long term financial directions. This is evidenced by the number of long term client relationships and friendships he has developed over his many years in the industry.
Simon and his wife Tracy have two daughters currently undertaking further studies in Southeast Queensland. Their family are keen campers and enjoy getting out and about in the many beautiful locations in the Far North.
