Simon is a specialist risk adviser and has provided insurance advice for more than 20 years. He brings extensive client experience and deep industry knowledge to business clients, self employed business people, medicos and other professionals as well as families.
Simon has worked at some of the world’s largest financial institutions in insurance, superannuation and wealth management before starting his own business in 2017 and in 2020, he became a founding member of the True North Wealth group.
One of the countries most experienced risk advisers, he has worked with insurers to obtain claims payout of more than $40,000,000 in payouts for his clients, doing everything he can to ensure his clients are able to focus on care and recovery rather than financial stress.
Simon is a member of the Financial Planning Association and holds a Bachelor of Business (UTS); a Graduate Diploma of Applied Finance and Investment (FINSIA); is a CFP Life Risk Specialist and a graduate of the Executive Management Program at Stanford University.
He has regularly been acknowledged as one of the most experienced and trusted insurance advisors.
He is blissfully married with three school aged children and loves hanging out with them and doing all sorts of sports with them as much as possible.
True North Insurance Pty Ltd
Authorised Representatives of Bombora Advice Pty Ltd
ABN 40 156 250 565 AFSL 439 065
M: 0423 784 042 | P: 02 8459 7440