Simon Chesson
Financial Adviser
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About
Simon Chesson is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With over two decades of experience in the financial services industry, Simon holds several prestigious qualifications, including Certified Financial Planner (CFP) since 1998 from the Financial Planning Association of Australia, and Certified Practising Accountant (CPA) with a specialisation in Financial Planning from CPA Australia since 1999. Furthering his expertise, Simon has completed the Margin Lending Accreditation Program, the SMSF Specialist Adviser Accreditation Course, and a Diploma of Finance and Mortgage Broking Management. As a member of the Financial Advice Association of Australia (FAAA), Simon is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting tailored strategies for retirement planning, investment life insurance, life risk insurance, and securities, along with offering guidance on retirement savings accounts. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Simon Chesson is here to help. Contact Simon today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Simon Chesson offer?
Simon Chesson specialises in superannuation advice, retirement planning, wealth management, and insurance solutions, offering personalised strategies tailored to your financial goals.
What are Simon Chesson's qualifications?
Simon Chesson is a Certified Financial Planner (CFP), a Certified Practising Accountant (CPA) with a specialisation in Financial Planning, and holds a Diploma of Finance and Mortgage Broking Management.
How does Simon Chesson approach financial planning?
Simon takes a client-centered approach, focusing on understanding your individual needs and goals to develop a tailored financial plan that helps you achieve financial security and prosperity.
What should I expect during my first meeting with Simon Chesson?
During your initial consultation, Simon will discuss your current financial situation, your future goals, and your risk tolerance to create a roadmap for your financial future. This is an opportunity for you to ask questions and get to know Simon's approach to financial planning.
Why should I choose Simon Chesson as my financial advisor?
With over 20 years of experience, Simon combines extensive qualifications, a commitment to ethical practice, and a personalized approach to provide you with the expert guidance you need to navigate the complexities of financial planning and achieve your objectives.
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