Simon's qualifications
At work
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.