"My goal is to assist my clients to grow wealth through a holistic approach to financial planning."
Prior to joining Morgans, Simon worked as a Chartered Accountant in both Australia and New Zealand, where he worked with clients to set and achieve their financial goals.
Services and specialities
- Financial Planning
- Investment Advice
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Superannuation Advice
Investment Style
Simon offers advice across a broad range of asset classes where he utilises his accounting background to offer clients an end to end financial strategy to assist them in achieving their financial goals.
Industry Education & Experience
Qualifications
- Bachelor of Business (Accounting), University of Technology, 2012
- Diploma of Financial Planning, Kaplan, 2018
- Graduate Diploma of Chartered Accounting, Chartered Accountants Australia and New Zealand, 2016
Professional Associations
- Chartered Accountants Australia and New Zealand (CA)
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me as your adviser by way of salary and percentage of fees.