Simon started his own financial planning business in 2005 and joined forces with Robert Berens in 2010. Together they started Brisbane Private Wealth in 2013.
Simon has an Advanced Diploma of Financial Services with over 22 years’ experience in the industry. He is a Practitioner Member of the Financial Advice Association of Australia and an Associate Member of the Self Managed Super Fund Association.
Early in Simon’s career, he worked for a Chartered Accounting firm in Sydney which gave him a solid grounding in tax planning and the use of structures including family trusts, companies and self-managed superannuation funds.
Outside the office, Simon enjoys cooking (can knock up a sensational Pistachio-Crusted Rack of Lamb) and is always scheming where to travel next for a new adventure.
Speak to one of our Advisers today.
