Simon Master Of Dfp Email

Director @ Peninsula Wealth Management

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Simon Master Of Dfp's Location

Melbourne, VIC, AU

Simon Master Of Dfp's Work

Director @ Peninsula Wealth Management
Certified Financial Planner @ Hillross Financial Services
Practice Manager Business Bank Financial Planning VIC and TAS @ ANZ Financial Planning

Director Advice Solutions @ ANZ Private Wealth
Practice Development Manager @ Colonial First State
Senior Financial Adviser and Responsible Officer @ Grant Thornton Australia
Operations Manager Financial Planning @ Financial Lifestyle Solutions SA
Financial Planner and Practice Manager @ Hillross Financial Services
Regional Manager NSW @ Hillross Financial Services
Corporate Superannuation Consultant and BDM @ AMP

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Simon Master Of Dfp's Education

University of the Sunshine Coast
Masters (Financial Planning)
2006 - 2010
Kaplan
Self Managed Superannuation Fund (Financial Planning and Services)
2012 - 2012
Deakin University
DFP & CFP (Financial Planning)
1996 - 2000

Macquarie University
Certificate of Superannuation (Superannuation Management)
1997 - 1997

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Simon Master Of Dfp's Skills

SMSF Specialist
Pensions
Strategic Financial Planning

Superannuation
Wealth Management
Banking
Wealth
Portfolio Management
Relationship Management
Financial Advisory

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Simon Master Of Dfp's Summary

Simon Master of Dfp, based in Melbourne, VIC, AU, is currently a Director at Peninsula Wealth Management, bringing experience from previous roles at Hillross Financial Services, ANZ Financial Planning, ANZ Private Wealth and Colonial First State. Simon Master of Dfp holds a 2006 - 2010 Masters in Financial Planning @ University of the Sunshine Coast. With a robust skill set that includes SMSF Specialist, Pensions, Strategic Financial Planning, Superannuation, Wealth Management and more, Simon Master of Dfp contributes valuable insights to the industry. Simon Master of Dfp has 1 email on RocketReach.