B.Bus, GradDip (AppFin&Inv), SSA, CFP
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.