Simon Reed
Financial Adviser
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About
Simon Reed is an ASIC-registered financial adviser based in Fortitude Valley, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Diploma of Education from the University of New England (1985) and a Graduate Diploma in Applied Finance from the Securities Institute of Australia (1989), Simon combines extensive knowledge with practical experience. His commitment to ethical practice is underscored by completing Ethics and Professional Relationships at QUT in 2020. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Simon adheres to the highest standards of professional conduct. He is authorized to provide advice on a range of financial products, ensuring clients receive well-rounded strategies for their financial futures. Simon can provide advice on superannuation, wealth management, securities, derivatives and government debt securities. Key services include: • Superannuation advice • Wealth management strategies • Investment in securities • Trading of derivatives • Advice on government debt securities Whether you are planning for retirement, seeking to grow your wealth, or need expert guidance on navigating the complexities of the financial markets, Simon is here to help. Contact Simon Reed today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What financial planning services does Simon Reed offer?
Simon Reed provides a comprehensive range of services including superannuation advice, wealth management strategies, securities investment, derivatives trading, and advice on government debt securities. He tailors his advice to meet your specific needs and financial goals.
What are Simon Reed's qualifications and experience?
Simon Reed holds a Diploma of Education from the University of New England, a Graduate Diploma in Applied Finance from the Securities Institute of Australia, and has completed Ethics and Professional Relationships at QUT. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to professional standards.
How does Simon Reed develop a financial plan for his clients?
Simon begins by understanding your current financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses your specific needs, regularly reviewing and adjusting the plan as your circumstances change. He explains all recommendations clearly and ensures you are comfortable with the proposed strategies.
What can I expect during my initial consultation with Simon Reed?
During your initial consultation, Simon will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity for you to get to know Simon, understand his approach, and determine if he is the right financial adviser for you. There is no obligation to proceed after the initial consultation.
How is Simon Reed compensated for his services?
Simon's compensation is discussed transparently upfront. It may be based on fees for service, commissions, or a combination of both. The specific details will be outlined in a service agreement, ensuring you understand how Simon is compensated for the advice and services provided.
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