Simon Byrne

B.Bus (Financial Planning)

Grad. Dip. App. Finance and Investment

Certified financial planner

Simon provides clients with direction on their financial affairs, resulting in clarity and confidence that their resources are being maximised for their desired purpose. His role typically includes:

  • Wealth creation and retirement planning strategies

  • Asset and Investment Portfolio structuring, including the use of Trusts and Self Managed Superannuation Funds

  • Charitable giving, including Private Ancillary Funds

  • Resolution of complex personal and family financial issues

He holds a Bachelors degree in Financial Planning (with Distinction) and has also completed postgraduate studies in Financial Planning and Applied Finance and Investment. He is a Certified Financial Planner and registered with the Tax Practitioners Board as a Tax (Financial) Adviser.

He is a member of the Cancer Council's Financial Planning Referral Service, providing pro-bono advice to individuals that have been diagnosed with cancer and have limited financial means.

He has been accepted into the Masterclass for Financial Planning by the Australian Financial Review's Smart Investor as one of the top 50 financial planners in Australia.

To book a time to chat or meet, please use the form below

 
20191217_SDP__0003.jpg