Private Client Adviser
Simon is a Private Client Adviser in the Perth office for the Shadforth Financial Group.
Simon enjoys developing rewarding long-term relationships with his clients and guiding them through the wealth management journey – from wealth creation through to retirement.
Education and experience
Simon holds a Graduate Diploma in Applied Finance and Investment and is an Associate of FINSIA (formerly Securities Institute of Australia). He also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification within the financial planning industry.
In 2017, Simon was recognised in The Australian’s Top 50 Financial Advisers in Australia, in association with Barron’s. He has been involved in the provision of financial advice since 1996 and advises both corporate and private clients. He has extensive experience in financial services and investment markets, advising in a range of areas, including strategic advice, investment advice, superannuation, retirement planning, life insurance and debt management.