Simon is a dedicated investment adviser and financial planner, with a focus on helping clients to achieve their goals with the least amount of risk, complexity, cost and stress. He enjoys working with those who wish to secure their future and make a difference in their own lives and those of others.
Simon is a long-term Tasmanian with deep family roots in the forestry and farming primary industries. Prior to becoming a financial and investment adviser Simon witnessed firsthand the impact of poor culture and social governance when he deployed overseas with the defence force as part of joint civil-military operations intended to assist regional neighbours. Having also worked in forestry and fishery related industries in Tasmania as a young man Simon is passionate about the long-term difference sustainable business practices and investment decisions can make to the benefit of the environment, local communities and long-term business profitability.
As well as expertise in socially and ethically responsible investments Simon has experience in working with business owners, mum-and-dad retirees and young families. Drawing on his legal and financial expertise, he also has experience advising across a range of complex matters including moving assets from overseas to Australia across multiple international tax and superannuation regimes, complex estate planning and assisting in David v Goliath financial services disputes on behalf of the victims. As well as his degrees in business and laws Simon is a Certified Financial Planner, the highest certification for financial planners in Australia.
Simon lives in Hobart, Tasmania with his wife and young children. You can find him on the weekend walking the dogs or enjoying the local parks with them.
GDA is a boutique, privately owned and diverse financial services firm that offers personalised service using modern financial strategies to make a positive difference in our client’s financial lives. Our focus is always on helping you to improve your financial situation and protect or achieve financial security using long-term wealth strategies. This clear focus is the advantage of us being privately owned and holding our own Australian Financial Services License (AFSL).