As a Paraplanner with the Financial Planning team Simon works closely with our Advisors in the implementation of our clients’ financial strategies ensuring client expectations are met with accuracy and efficiency.
Highly qualified Simon is now focussed on developing his knowledge and practical experience through his work and interaction with clients and our financial advice team. He is committed to further learning and working as part of a team to achieve valuable outcomes for our clients and looks forward to developing client relationships.
After hours Simon enjoys cycling.
Simon speaks fluent Mandarin.