Simon Tworek
Financial Adviser
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About
Simon Tworek is an ASIC-registered financial adviser dedicated to helping individuals and families in New Lambton, NSW, achieve their financial goals. With a Diploma of Financial Planning from Deakin (2002), an Advanced Diploma from Tribeca/Kaplan Professional Education (2005), and a Masters of Financial Planning from the University of Sunshine Coast (2008), Simon possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Simon adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Simon can assist you with: • Superannuation advice, including contribution strategies and fund selection • Comprehensive insurance solutions to protect your assets and loved ones • Wealth management strategies to grow your wealth over time • Retirement planning to ensure a comfortable and secure future • Investment advice, tailored to your individual risk tolerance and financial goals Ready to take control of your financial future? Contact Simon Tworek today to schedule a consultation and discuss your needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Tworek provide?
Simon Tworek specialises in superannuation, insurance, wealth management, and retirement planning advice. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Simon Tworek's qualifications?
Simon holds a Diploma of Financial Planning from Deakin, an Advanced Diploma of Financial Planning from Tribeca/Kaplan Professional Education, and a Masters of Financial Planning from the University of Sunshine Coast.
What is the process of working with Simon Tworek?
The process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalised financial plan tailored to your needs, which will be reviewed and adjusted as needed over time.
What should I expect from a consultation with Simon Tworek?
You can expect a thorough and informative discussion about your financial goals, a clear explanation of your options, and a tailored plan to help you achieve your objectives. Simon is committed to providing transparent and unbiased advice.
Is Simon Tworek a member of any professional associations?
Yes, Simon is a member of the Financial Advice Association of Australia (FAAA).
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