Simon has spent more than two decades guiding clients through the full financial journey, from building wealth to managing retirement. Over that time he has developed long-standing relationships with both private and corporate clients who value steady guidance through changing markets and life stages.
Level 28, 152-158 St Georges Terrace, Perth WA 6000
With almost 30 years of advice experience, Simon is a principal adviser at Shadforth. He holds the internationally recognised Certified Financial Planner® (CFP) practitioner designation, the highest certification within the financial planning industry.
He enjoys developing rewarding long-term relationships with his clients and guiding them through the wealth management journey – from wealth creation through to retirement.
Simon looks after both corporate and private clients and has extensive experience in investment markets, advising in a range of areas including strategic advice, investment advice, superannuation, retirement planning, life insurance and debt management.
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