Simon Tomkinson
Financial Adviser
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About
Simon Tomkinson is an ASIC-registered financial adviser based in East Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Simon holds a CFP designation from the FPA (awarded in 2000) and completed his DFP 1-8 also in 2000. Staying current with industry standards, he possesses qualifications in Margin Lending and Geared Investments from Kaplan (2010) and successfully completed the FASEA Exam in 2021. As a member of both the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA), Simon adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring his clients receive holistic support. With Simon, you can get assistance with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities & Derivatives • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Simon Tomkinson today to schedule 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 Tomkinson offer?
Simon Tomkinson provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including securities and derivatives. He can also assist with Retirement Savings Accounts and Government Debt Securities.
What qualifications does Simon Tomkinson have?
Simon Tomkinson holds a CFP designation from the FPA, completed his DFP 1-8 in 2000, and possesses qualifications in Margin Lending and Geared Investments from Kaplan (2010). He also successfully completed the FASEA Exam in 2021.
What is the process for becoming a client of Simon Tomkinson?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals, current situation, and what you hope to achieve. Simon will then develop a personalized financial plan tailored to your needs.
How does Simon Tomkinson stay up-to-date with the latest financial regulations and trends?
As a member of the AIOFP and FAAA, Simon is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and monitors changes in legislation to ensure he provides the most current and relevant advice.
What can I expect from working with Simon Tomkinson as my financial adviser?
You can expect personalized attention, clear and understandable advice, and a commitment to helping you achieve your financial goals. Simon prioritizes building long-term relationships with his clients based on trust and transparency.
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