Simon Barwick

Simon has been working in the finance industry since 1998. During this time, he has held roles in business development, as an adviser, in senior management and as a practice owner.

Simon is committed to educating and empowering clients to make informed decisions about their financial future. He provides a client centric, ‘goals based’ approach to financial planning which cuts through the myriad of financial jargon to provide a straightforward approach to meeting a client’s financial needs.

Simon works with clients to ascertain their financial goals, develops detailed strategies, recommends appropriate products, and implements a structured review process to deliver positive financial outcomes.

Simon is highly experienced in advising individuals, business owners and families on retirement planning, superannuation, managed investments, and personal insurance. He assists them to protect and create wealth, prior to and during retirement.

Simon holds a Bachelor of Commerce and an Advanced Diploma of Financial Planning. He is registered with the Tax Practitioners Board (TBB) and holds accreditation to provide advice on self-managed super funds (SMSF’s), securities and margin lending