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Simon Harrison

Financial Adviser

Lawrence/Harrison Financial Services
Nowra, NSW 2541

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About

Simon Harrison is an ASIC-registered financial adviser based in Nowra, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) from AMP Limited (2004) and an Advanced Diploma of Financial Services (Financial Planning) from AMP Limited (2006), Simon also holds an SMSF Course certification from the University of Adelaide (2014), demonstrating his commitment to ongoing professional development. Simon is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet your unique needs. This includes guidance on superannuation, insurance, wealth management, and retirement planning. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning advice • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need expert advice on superannuation or insurance, Simon Harrison is here to help. Contact Simon today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000274699

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Simon Harrison provide?

Simon Harrison specialises in providing advice on superannuation, insurance, wealth management, and retirement planning, tailoring his services to meet your individual financial goals.

What qualifications does Simon Harrison hold?

Simon holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and an SMSF Course certification from the University of Adelaide.

What can I expect during my first consultation with Simon Harrison?

During your initial consultation, Simon will take the time to understand your current financial situation, future goals, and risk tolerance. He will then outline potential strategies and solutions tailored to your needs.

How does Simon Harrison stay up-to-date with changes in financial regulations?

Simon is committed to ongoing professional development and regularly participates in industry training to stay informed about the latest regulatory changes and best practices in financial planning.

Can Simon Harrison help me with my superannuation?

Yes, Simon can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your super, and developing a retirement income strategy.

Get in Touch

Contact Simon directly for personalised advice.

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