About Simon

Simon is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.

Simon enjoys developing rewarding long-term relationships with his clients and guiding them through the wealth management journey – from wealth creation through to retirement.

Read the Inside Adviser article on Simon

Read The Australian article on Simon

Education and experience

Simon holds a Graduate Diploma in Applied Finance and Investment and is an Associate of FINSIA (formerly Securities Institute of Australia). He also holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification within the financial planning industry.

He has been involved in the provision of financial advice since 1996 and advises both corporate and private clients. He has extensive experience in financial services and investment markets, advising in a range of areas, including strategic advice, investment advice, superannuation, retirement planning, life insurance and debt management.

Awards and industry recognition

Simon has been recognised with the following awards:

• The Barron's Top 150 Financial Advisers in Australia in 2024 (rank 72)
  
• The Barron's Top 100 Financial Advisers in Australia in 2023 (rank 91)
• The Barron's Top 100 Financial Advisers in Australia in 2022 (rank 87)
• The Barron's Top 100 Financial Advisers in Australia in 2021 (rank 82)
• The Barron’s Top 50 in 2017 (rank 31)
• The Financial Standard Power 50 in 2021, 2020, 2018 and 2017.

Outside of work

Simon enjoys spending time with his wife and teenage boys, attending games and supporting his beloved Fremantle Football Club as well as cycling for fitness.