Simon Carrie
Financial Adviser
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About
Simon Carrie is an ASIC-registered financial adviser based in Toowoomba City, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. Simon's commitment to excellence is reflected in his extensive qualifications, including Investment Planning 2 and Taxation Planning from Tribeca (2004), Policy Statement 146 Knowledge Assessment (2005), The Strategic Advice Steps for Aged Care (2017), and ASX Listed Products Accreditation (2018). Simon is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers expert guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies With a client-focused approach, Simon takes the time to understand your unique circumstances and develop a personalised financial plan to help you secure your financial future. Contact Simon today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Carrie provide?
Simon Carrie specialises in providing advice on superannuation, retirement planning, wealth management, and insurance solutions. He can help you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Simon Carrie's qualifications?
Simon Carrie holds several qualifications including Investment Planning 2, Taxation Planning, Policy Statement 146 Knowledge Assessment, The Strategic Advice Steps for Aged Care, and ASX Listed Products Accreditation.
How does Simon Carrie develop a financial plan?
Simon Carrie develops personalised financial plans by taking the time to understand your unique circumstances, financial goals, and risk tolerance. He then creates a tailored strategy to help you achieve your financial aspirations.
What should I expect during my first consultation with Simon Carrie?
During your first consultation, Simon will discuss your current financial situation, future goals, and any concerns you may have. He will then explain how he can help you achieve your objectives and answer any questions you may have about his services.
Does Simon Carrie only work with high-net-worth individuals?
No, Simon Carrie works with a diverse range of clients, from those just starting their financial journey to those with established wealth. His focus is on providing tailored advice to help all clients achieve their financial goals, regardless of their current financial situation.
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