Simon Ferguson
Financial Adviser
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About
Simon Ferguson is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a strong academic foundation comprising a Bachelor of Commerce and a Bachelor of Laws from the University of Queensland, Simon combines financial acumen with a deep understanding of legal principles. Simon is authorized to provide advice on a wide range of financial products, including wealth management, securities, derivatives, and government debt securities. He stays up-to-date with industry best practices, ensuring his clients receive the most relevant and effective guidance. This is evidenced by his completion of Ethics and Professional Relationships at QUT in 2020. Simon offers a holistic approach to financial planning, taking into account each client's unique circumstances and aspirations. His commitment to building long-term relationships, coupled with his technical expertise, makes him a trusted partner in navigating the complexities of the financial landscape. • Wealth Management Strategies • Investment Advice and Portfolio Construction • Retirement Planning and Superannuation • Securities and Derivatives Trading Advice • Government Debt Securities Management 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 objectives.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Ferguson provide?
Simon Ferguson is authorized to provide advice on wealth management, securities, derivatives, and government debt securities. He can help you with investment strategies, retirement planning, and managing your financial portfolio.
What are Simon Ferguson's qualifications?
Simon holds a Bachelor of Commerce and a Bachelor of Laws from the University of Queensland. He also completed Ethics and Professional Relationships at QUT, ensuring he adheres to the highest ethical standards.
What is the process for becoming a client of Simon Ferguson?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Simon will then develop a personalized financial plan tailored to your needs. Ongoing reviews and adjustments will ensure your plan remains aligned with your evolving circumstances.
How can Simon Ferguson help me with my retirement planning?
Simon can assist you in developing a comprehensive retirement plan that takes into account your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation, investment strategies, and other retirement income streams.
What should I expect from working with Simon Ferguson?
You can expect a professional, personalized, and transparent approach to financial planning. Simon is committed to building long-term relationships with his clients and providing ongoing support and guidance to help them achieve their financial goals.
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