He focuses on delivering clear, well-structured advice supported by financial research, modelling, and evidence-based planning.
Simon has a strong interest in strategic advice, taking the time to understand each client’s circumstances before building practical plans designed to provide clarity and peace of mind. His approach emphasises collaboration, working closely with clients to ensure they feel confident and empowered in their financial decisions.
Committed to professionalism and continuous learning, Simon maintains the internationally recognised CFP® designation, which requires high ethical standards and ongoing professional education. Through this disciplined approach, he aims to deliver comprehensive, thoughtful advice that supports clients in building a secure and meaningful financial future.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.