Simon Barwick
Financial Adviser
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About
Simon Barwick is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorn, VIC, achieve their financial goals. With a Bachelor of Commerce from The University of Southern Queensland (2002) and a Diploma of Financial Services from Kaplan (2005), Simon has built a strong foundation in financial principles. He further enhanced his expertise with certifications in Margin Lending and Geared Investments (2011), RG146 Licensing Compliance for Self-Managed Superannuation Funds (2015), and an Advanced Diploma of Financial Planning (2018). As a member of the Financial Advice Association of Australia (FAAA), Simon adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. Simon specialises in helping clients build and protect their wealth through tailored financial strategies. • Superannuation Advice • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to protect your family's future, or simply looking to make the most of your investments, Simon can provide the expert guidance you need. Contact Simon Barwick today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Simon Barwick offer?
Simon Barwick provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you with retirement planning, wealth accumulation, and insurance needs.
What are Simon Barwick's qualifications?
Simon holds a Bachelor of Commerce, a Diploma of Financial Services, certifications in Margin Lending and Geared Investments and RG146 Licensing Compliance, and an Advanced Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Simon Barwick?
During your initial consultation, Simon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.
How does Simon Barwick stay up-to-date with changes in financial regulations?
Simon is committed to ongoing professional development and regularly attends industry conferences and seminars to stay informed about the latest changes in financial regulations and best practices.
How can Simon Barwick help me with my retirement planning?
Simon can help you develop a comprehensive retirement plan that takes into account your current savings, investment options, and desired lifestyle. He can also provide advice on superannuation strategies and retirement income streams.
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