“I help clients find practical solutions and achieve the best results during all stages of their financial journey.”

Simon’s key service area is superannuation advisory and self-managed superannuation administration, with a focus on estate planning and trusts. This allows him to advise on retirement planning and wealth protection strategies.

Simon also has extensive experience working with ownermanaged businesses across a broad range of industries. He regularly consults with them on their financial management and tax obligations, and assists with business restructuring as required.