Simon Dowd
Financial Adviser
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About
Simon Dowd is an ASIC-registered financial adviser dedicated to helping individuals and families in Norwest, NSW, achieve their financial goals. With a solid foundation built upon a Diploma of Financial Advising from Securities Institute Education (2003) and a Diploma of Financial Planning from FPA Australia (2004), Simon has continuously enhanced his expertise through advanced programs such as the ASX Accredited Listed Products Adviser (ALPA) Program and specialized training in Self Managed Superannuation Funds and Margin Lending & Geared Investments, all completed at Kaplan Professional in 2010. Committed to upholding the highest ethical standards, Simon has also completed courses in Client Engagement Skills and Ethics and Professionalism in Financial Advice through Kaplan Higher Education. He is an Accredited Aged Care Professional, certified by Aged Care Steps in 2025, demonstrating his commitment to providing holistic advice across all life stages. As a proud member of the Financial Advice Association of Australia (FAAA), Simon adheres to a strict code of conduct, ensuring his clients receive trustworthy and reliable advice. Simon is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities. He is passionate about creating tailored strategies that align with each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Simon today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Frequently Asked Questions
What types of financial advice does Simon Dowd provide?
Simon Dowd is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Simon Dowd have?
Simon holds a Diploma of Financial Advising, a Diploma of Financial Planning, is an ASX Accredited Listed Products Adviser, and has completed specialized training in Self Managed Superannuation Funds and Margin Lending & Geared Investments. He is also an Accredited Aged Care Professional.
What can I expect during my first meeting with Simon Dowd?
During your initial consultation, Simon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Simon Dowd stay up-to-date with the latest financial regulations and strategies?
Simon is a member of the Financial Advice Association of Australia (FAAA) and regularly participates in continuing education programs to ensure he remains at the forefront of industry best practices.
Does Simon Dowd specialize in any particular area of financial advice?
Simon has a particular interest and expertise in retirement planning and aged care financial strategies, helping clients navigate the complexities of these life stages.
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