Simon has worked in financial services since 1997 initially as an Equities Analyst before becoming a Financial Adviser in 2003. He is a Certified Financial Planner (CFP), an SMSF Specialist Advisor (SSA) and holds a Graduate Diploma in Applied Finance and Investment.

Simon enjoys the variety of working with people from different backgrounds and at different stages of life to help them achieve their financial and lifestyle goals, by providing tailored strategic and investment advice.

Away from work Simon is married with two children and enjoys a variety of sports, listening to music, the outdoors and spending time with family and friends.