Company: Adviser FP
Position: Director and Owner
Address: PO Box 493
Suburb: Parramatta, 2124
Specialties: Goal Setting, Retirement Planning, Succession Planning
Areas of expertise: Financial planning
Simon and his team have developed an expertise in Planning for Retirement, Lifestyle Planning, Wealth Management, Personal Goal Setting, Assisting clients to become financially well organised, Superannuation, Risk Management, Succession Planning and Buy/Sell Agreements.
Simon started in the Financial Planning industry in 1988, and subsequently joined his brother, establishing a financial planning business in 1990. Having worked successfully together for 13 years, Simon eventually bought his brother out in 2003. This process provided an invaluable experience in dealing with family in business. Needless to say it was a difficult process and Simon believes had he known what he knows today, or had the FBA at his disposal, it would have been easier.
Simon has been advising Family Business for approximately 9 years.