Simon is a Finance Advisor at Empower Wealth with five years combined experience in Financial Planning and Mortgage Broking. Simon holds a Diploma of Financial Services (Financial Planning), Certificate IV in Financial Services (Finance/Mortgage Broking) and a Diploma of Finance and Mortgage Broking Management.
With a background in manufacturing, Simon chose a new career in finance after returning from living abroad for two years. Initially starting his career as a Financial Planner, Simon found an interest in lending structures, strategy and processes early on in his career. Since then he has found a real joy in helping friends and clients buy their homes while educating them about the benefits of correct lending structures and how to use their money in smarter ways. Simon believes he has found himself in the unique position to help people realise their dreams and finds this work very fulfilling.
Simon’s role within the business is to analyse a client’s financial situation and put a plan in place to help them achieve their goals through purchasing and investing in property. He believes that in his position, clear communication is just as important as knowledge and is continually seeking to improve his skills as a Finance Advisor.
Simon’s spare time is primarily spent with his young family, but he loves to take any opportunity to play a round of golf. Simon is working on building his own property portfolio using the skills and knowledge that are available within the Empower Wealth team of specialists with the plans to replicate what he teaches his own clients to do in building passive income so he can spend more time working on his golf handicap.