Simon Little
Financial Adviser
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About
Simon Little is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a career spanning over 15 years, Simon possesses a wealth of knowledge and experience in the financial services industry. Simon holds a Diploma of Financial Services (Financial Planning), a Margin Lending and Geared Investments accreditation, Self Managed Superannuation Funds accreditation, an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Simon can assist you with superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Simon takes a holistic approach to financial planning, tailoring strategies to meet each client's unique circumstances and aspirations. Key services include: • Superannuation advice and management • Comprehensive insurance solutions • Strategic wealth management • Retirement planning and income strategies • 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 Little offer?
Simon provides advice on superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Simon Little's qualifications?
Simon holds a Diploma of Financial Services (Financial Planning), a Margin Lending and Geared Investments accreditation, Self Managed Superannuation Funds accreditation, an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning.
How does Simon Little approach financial planning?
Simon takes a holistic approach, tailoring strategies to meet each client's unique circumstances and financial aspirations. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with Simon Little?
During your initial consultation, Simon will take the time to understand your current financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions that align with your needs.
Why should I choose Simon Little as my financial adviser?
Simon's extensive experience, qualifications, and commitment to ethical practices make him a trusted partner in achieving your financial goals. He is dedicated to providing personalised, expert advice that empowers you to make informed decisions.
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