Simon Harrison

Senior Accountant

Simon Harrison

“Identifying and implementing wealth creating strategies within superannuation can have a vital role in securing your financial future."

As a Senior Accountant with the firm Simon has extensive specialist experience in superannuation and offers clients assistance in establishing and managing Self Managed Superannuation Funds (SMSFs). Simon aims to offer SMSF clients strategic plans designed to grow their superannuation and secure their financial future.

Simon also works closely with business accounting clients offering guidance in managing financial records ensuring the information is current and meaningful to the business owner. He is experienced in working with various accounting software packages including Xero, MYOB and QuickBooks.

Simon enjoys being able to deliver clients valuable advice with regard to their financial future benefits this brings to them.

Contact Simon
Phone: 03 8850 3333
Email: simon@obbc.com.au
LinkedIn


Expertise

  • Taxation compliance of SMSFs
  • SMSF software & systems
  • SMSF strategies
  • Retirement planning

Qualifications

  • Bachelor of Business (Law)
  • Member CPA Australia
  • Xero Certified Advisor

A few more team members

Kirsty Blake

Kirsty Blake

General Manager

Kirsty Blake
Sally James

Sally James

Associate Director

Sally James
Nellie Fung

Nellie Fung

Principal

Nellie Fung
Amanda Lacey

Amanda Lacey

Administration Assistant

Amanda Lacey
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330