Simon has been in the Financial Services Industry since 1990. Previously working in the banking sector, he joined his father in his MLC aligned Financial Planning Practice in 1991 and built a business with an emphasis on service in Personal and Small Business Financial Planning. He is qualified in Investment and superannuation matters as well as being able to advise on Insurances on a business and personal level.
Since his father's retirement in late 2004, Simon has continued to provide service and advice to his clients of all age groups. In 2007, Simon joined Financial Services Partners, a National Financial Planning group with offices in every state of Australia. Financial Services Partners was formed in 1997.
Simon's passion and dedication saw him rewarded with one of the group's highest awards - The Client Choice Award 2010.
In 2011, Simon joined the MGI family becoming our Financial Planner through Birkin Pty Ltd.
Simon's qualifications include an Advanced Diploma in Financial Services (Financial Planning).