Simon Havas
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Simon Havas is an ASIC-registered financial adviser based in Gordon, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Financial Planning, Accounting) from the University of Technology Sydney (UTS) earned in 2005, Simon has built a strong foundation of knowledge and experience in the financial services industry. Furthering his expertise, he holds certifications as an ASX Listed Product Adviser and in Self Managed Superannuation Funds from Kaplan Professional, complemented by ongoing professional development including Ethics and Professionalism in Financial Advice, also through Kaplan Professional. As a proud member of the Financial Advice Association of Australia (FAAA), Simon adheres to the highest ethical and professional standards, ensuring his clients receive trustworthy and reliable advice. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Simon can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Simon's commitment to his clients is reflected in his personalised approach to financial planning. He takes the time to understand their unique circumstances, goals, and risk tolerance to develop tailored strategies that help them achieve financial security and peace of mind. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Simon Havas today to schedule a consultation and discover how he can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Simon Havas offer?
Simon Havas provides advice on a wide range of financial products and services, including superannuation, retirement planning, wealth management, insurance, and investment strategies. He tailors his advice to meet the specific needs and goals of each client.
What are Simon Havas's qualifications and experience?
Simon holds a Bachelor of Business (Financial Planning, Accounting) from UTS and certifications as an ASX Listed Product Adviser and in Self Managed Superannuation Funds from Kaplan Professional. He is also a member of the FAAA and has been providing financial advice since 2005.
What is the process for working with Simon Havas?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Simon will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your evolving goals.
How does Simon Havas stay up-to-date with the latest financial regulations and industry trends?
Simon is committed to ongoing professional development and regularly attends industry events and training sessions. He also maintains memberships with professional organisations such as the FAAA, which provides access to the latest research and resources.
What can I expect from a financial planning session with Simon Havas?
You can expect a thorough and personalised assessment of your financial situation, clear and understandable advice, and a collaborative approach to developing a financial plan that meets your needs. Simon is committed to providing ongoing support and guidance to help you achieve your financial goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.