Simon Rohead
Financial Adviser
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About
Simon Rohead is an ASIC-registered financial adviser based in Wheelers Hill, Victoria, dedicated to helping individuals and families achieve their financial goals. With a solid educational foundation including a Bachelor of Economics and Honours Degree from Monash University, Simon has further honed his expertise through a Diploma of Financial Planning, certification as a Certified Financial Planner, and a Graduate Diploma of Applied Finance. Simon is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded and tailored strategies. Simon's commitment to client success is reflected in his comprehensive approach to financial planning. • 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 personalised advice.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Simon Rohead offer?
Simon Rohead provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Simon Rohead have?
Simon Rohead holds a Bachelor of Economics, Honours Degree of Bachelor of Economics, Diploma of Financial Planning, is a Certified Financial Planner and has a Graduate Diploma of Applied Finance.
What is the process of working with Simon Rohead?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Simon will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews.
How can Simon Rohead help me with my retirement planning?
Simon can assess your current financial situation, project your future retirement needs, and develop strategies to help you achieve your retirement goals. This includes advice on superannuation, investments, and other income streams.
What should I expect during my first meeting with Simon Rohead?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Simon will explain his services and how he can help you achieve your objectives.
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