After having completed a Bachelor of Business and Bachelor of Commerce at the University of Newcastle, Simon initially entered Financial Planning in the position of Paraplanner with a Newcastle based boutique practice working with high net wealth clients with a range of financial needs and objectives.
Simon’s career after developing as a Paraplanner saw him accept a role as Advice Associate with a large Australian Financial Services Licensee where he worked alongside the Financial Advisers in developing strategy for clients whilst also being tasked with providing technical support and to ensure adherence to compliance and policy.
After a number of years in the industry, Simon now brings his skills and experience to the JSA Group as a member of the JSA Strategy Team.
In Simon’s leisure you may catch him out cycling on the Fernleigh Track in between enjoying time with his wife Dan and young family.
Simon has experience across the following financial advice areas:
· Investment and wealth creation
· Superannuation Planning
· Retirement Planning
· Personal Insurance
· Aged Care
Simon’s educational qualifications include:
· Bachelor of Business (International Business and Human Resources)
· Bachelor of Commerce (Economics)
· Diploma of Financial Planning