Simon McGuirk

Financial Adviser

MELBOURNE, VIC

Contact


Findex
17/151 City Rd,
Southbank VIC 3006,
Australia

Member of Association of Financial Advisers Logo

Background


  Summary

Simon is the 2014 Victorian State Winner of the Financial Planner AFP® of the Year Award.
Simon has been in the Financial Services Industry for over 15 years and he has been advising clients for the past 7 years. Having held various roles within the financial services industry, he found that his passion lies within the Financial Planning profession.
Having attained his AFA Fellow Chartered Financial Practitioner, he is now studying towards his Certified Financial Planner. Simon is also an AFP® member of the Financial Planning Association of Australia and a Practitioner member of the Association of Financial Advisers.
Simon derives much enjoyment from developing long-term, on


  Focus Areas
Retirement Planning Superannuation Wealth Management

Bio Alignment
Salaried

  Education

ADFP + FChFP Student

Fellow Chartered Practitioner FChFP