Simon Lewis

Director, Private Clients

Qualifications
- Certified Financial Planner™
- Bachelor of Commerce
- Graduate Diploma in Applied Finance & Investment
- Graduate Diploma of Financial Planning
- 25+ years industry experience

Professional Associations
- Financial Advice Association Australia
- Certified Responsible Financial Adviser

I like to describe what I do as more of a vocation than a job where I help people understand personal finance better, enabling them to form decisions that make theirs and their families lives a higher quality. I am committed to guiding my clients through difficult times, ensuring that they have strong foundations in place to deal with life’s events. Allowing clients to focus on family, leisure and work pursuits and knowing that the financial strategies are in place to enable them to achieve their end objectives, is foremost in my relationships with them.