BBus (FP), CFP, SSA
Simon has been at First Samuel since 2007 and has over 20 years’ experience in the financial services industry in Australia and the UK.
Prior to joining First Samuel, Simon was an Associate Financial Planner with AFS London and Mercer Wealth Solutions, in addition to earlier experience with the National Australia Bank.
Simon is a Certified Financial Planner and holds a bachelor’s degree in Business (Financial Planning) from RMIT University. Simon is also recognised as a SMSF Specialist Advisor by the SMSF Association.
Simon is qualified under the requirements of the Financial Services Reform Act and authorised by First Samuel to give financial advice.
Simon is married with two young daughters and enjoys following a wide array of sports, in particular, AFL (Geelong), soccer (Socceroos, Victory and Arsenal), rugby league (Storm) and golf. Simon also likes to travel regularly, specifically exploring local food and drink.