Simon Barnett
Financial Adviser
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About
Simon Barnett is an ASIC-registered financial adviser based in Brighton, VIC, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Simon holds a Bachelor of Commerce from the University of Tasmania (2006) and a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan Professional (2009). He has continued to enhance his expertise with specialized training, including 928 Margin Lending (Kaplan Professional, 2014), FPETH501A Ethics & Professional Standards for Financial Advisers (TAFE NSW, 2020), Core 1 (SIAA, 2022), and FPC003 Superannuation and Retirement Advice (Kaplan, 2023). Simon is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He is committed to providing clear, straightforward guidance to help clients navigate the complexities of the financial landscape. Simon can help you with: • Superannuation advice and retirement planning • Wealth management strategies • Investment in securities • Government debt security investments 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 aspirations.
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Frequently Asked Questions
What types of financial advice does Simon Barnett offer?
Simon Barnett specializes in providing advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and wealth accumulation.
What are Simon Barnett's qualifications and experience?
Simon holds a Bachelor of Commerce from the University of Tasmania and a Graduate Diploma of Applied Finance (Financial Planning) from Kaplan Professional. He has also completed specialized training in margin lending, ethics, superannuation and is registered with ASIC as a financial advisor.
How does the advice process work with Simon Barnett?
The advice process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a personalized financial plan tailored to your needs. He will present the plan to you, answer any questions, and implement the strategies once you are comfortable. Regular reviews are conducted to ensure the plan remains aligned with your changing circumstances.
What can I expect from working with a financial adviser like Simon Barnett?
You can expect clear, unbiased advice tailored to your specific financial needs and goals. Simon will provide ongoing support and guidance to help you make informed decisions about your money. He will also help you stay on track to achieve your long-term financial objectives.
How can Simon Barnett help me with my superannuation?
Simon can provide advice on all aspects of superannuation, including choosing the right fund, consolidating your super accounts, and developing a retirement income strategy. He can also help you understand the rules and regulations surrounding superannuation and ensure you are maximizing your benefits.
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