Simon Ferrali
Financial Adviser
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About
Simon Ferrali is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Simon holds a Bachelor of Business (Finance, Information Systems, Management) from La Trobe University (2001) and a Diploma of Financial Services (Financial Planning) from Kaplan (2006). Furthering his expertise, he completed the Accredited Listed Product Adviser Program (2013) and Self Managed Super Funds certification (2014), both through Kaplan. Simon is authorized to provide advice on a comprehensive range of financial products, ensuring clients receive well-rounded guidance to suit their unique circumstances. These include superannuation, insurance, wealth management, and retirement planning solutions. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Simon today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Simon Ferrali provide?
Simon Ferrali specializes in superannuation advice, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Simon Ferrali have?
Simon holds a Bachelor of Business (Finance, Information Systems, Management) from La Trobe University, a Diploma of Financial Services (Financial Planning) from Kaplan, an Accredited Listed Product Adviser Program certification, and a Self Managed Super Funds certification.
How does Simon Ferrali approach financial planning?
Simon takes a personalized approach, tailoring advice to each client's unique financial situation and goals. He focuses on building long-term relationships and providing ongoing support to help clients achieve financial security.
What can I expect during my first consultation with Simon Ferrali?
During your initial consultation, Simon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline potential strategies and solutions tailored to your specific needs, ensuring you feel informed and empowered to make confident financial decisions.
Can Simon help me with my superannuation and retirement planning?
Yes, absolutely. Simon Ferrali provides comprehensive superannuation advice and retirement planning services to help you maximize your retirement savings and create a comfortable retirement income stream.
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