Simon joined Invest Blue in 2021 following the merger with Strategic Financial Planning, where he had been a Financial Planner and Director since 2008. He also gained experience in financial services in Adelaide earlier in his career. Simon holds a Bachelor of Economics from the University of Tasmania, an Advanced Diploma in Financial Services, and is a Certified Financial Planner®.
Simon is passionate about helping clients improve their financial position and achieve their goals by understanding what matters most to them and implementing effective strategies. He enjoys acting as a financial coach, guiding clients toward meaningful milestones. Simon’s client-focused approach was recognised with the Most Trusted Adviser award in 2023.
Outside of work, Simon enjoys basketball, going to the gym, exploring Tasmania, and spending time with his two young daughters, Lucy and Margot.
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