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.
What’s your best tip for anyone moving to Australia?
Only rent in an area close to where you can afford to buy.
What’s the best thing about living in Australia?
The weather and space.
When should someone who is moving overseas get financial advice?
At least 6-12 months prior to departure.
What’s your best financial tip for anyone moving from the UK to Australia?
Make sure you visit as many tourist sites prior to leaving the UK, as you may not get the opportunities in the future.
What do you miss about living in the UK?
Country pubs and public footpaths.
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