B.Ec, B.Bus. (Acc) CA ANZ, CPA FPS, SSA, CFP®, FPA Life Member
Collins House Advisory Pty Ltd,
t/a Collins House Private Wealth
Managing Director & Responsible Manager,
Collins House Private Wealth Pty Ltd
Dominic commenced his career in Financial Services in 1981 as a Registered Tax Agent and Insurance Advisor prior to providing Investment and Superannuation advice from 1984 onwards
He was a State Councillor of the Financial Planning Association of Australia Ltd (FPA) from 1994 to 1997, and honorary treasurer of the Monash Alumni Association Inc from 1994 to 2002.
Dominic was a member of the FPA’s National Practitioners’ Committee, the Towards Professionalism Task Force, won the Money Management Financial Planner of the Year in December 2000, was a Director of the FPA until November 2005, was awarded Life Membership of the FPA in November 2008, and served as a Director of the Financial Industry Complaints Service Ltd until March 2009, before the creation of the Financial Ombudsman Service Ltd.
He was a Senior Advisor at Deutsche Bank Financial Planning (formerly Bain & Co) between February 1988 to October 1996, and Victorian Manager of Financial Planning for HSBC James Capel from November 1996 until February 1999, when he established Collins House Financial Services Pty Ltd which held its own AFSL until 2008. He is the Responsible Manager and Managing Director of Collins House Private Wealth Pty Ltd AFSL 449 146.
He has appeared regularly on Melbourne’s most popular Radio Station 3AW for more than 20 years as the resident Financial Planning Expert, and currently presents the 6.35 am Australian Business Report weekday mornings on the award-winning Ross Stephenson & Russel Howcroft’s Breakfast Programme, as well as being a regular talkback guest on Weekend Breakfast with Darren James.
Author of: “Grow Manage & Protect your Wealth – 17 Tips You Can’t Afford To Ignore.
Senior Financial Advisor
Simon is a Certified Financial Planner and holds a Graduate Diploma in Applied Finance and Investment. Simon has 25 years experience prior to joining Collins House. He began his career in Financial Services in 1997 working as an equities analyst before becoming a Financial Advisor in 2003. Following that, he worked as a Senior Financial Advisor for an independent firm for over 14 years.
Simon enjoys working with people from all walks of life and better assisting clients by providing tailored strategic investment advice to help them achieve their financial goals.