After 18 years working with a global actuarial consultant as a financial planner, Simon joined bdhSterling in July 2018. Having commenced his financial services career in the UK in 1987, working for a global fund manager, Simon became an Independent Financial Adviser before emigrating to Australia in 1996. Upon arrival he joined Westpac Bank as a financial planner before joining Watson Wyatt.
As well as being an expat himself, Simon provides expert advice on all areas related to financial planning, including retirement planning, Self-Managed Super Funds, taxation, superannuation, insurance and estate planning.
Coupled with a wealth of knowledge and experience Simon is a passionate people-person with a focus on developing long-lasting relationships with his clients. You will discover Simon is a ‘long-term’ strategic thinker, who is acutely aware of how legislative changes can impact an individual’s position.
Away from work, Simon and his wife are busy with their four children and play an active role in their local community. As a life member of the local Little Athletics Club and a previous board member of their local primary school, Simon is also the founding member and President of a junior soccer club which he helped grow to over 500 members.
Title: Senior Financial Planner
Qualifications: Certified Financial Planner (CFP), Diploma in Financial Planning (Australia)