Simon joined Koda in July 2024 as an Adviser & Partner
Simon’s extensive experience in financial services dates back to the late 1990s and reflects his deep commitment to the wealth management industry. His background prior to Koda includes notable tenures at leading firms such as NAB Private Wealth and JBWere.
With dual degrees in Arts and Economics from the University of Adelaide, along with a post-graduate Diploma of Financial Planning and the Certified Financial Planning designation, Simon is well-equipped to offer comprehensive financial guidance to Koda’s valuable clients.
His expertise lies in delivering holistic advice that covers both strategic and tax planning, with a focus on understanding clients’ needs and priorities. Simon’s ability to adapt to various business cycles and investments showcases his skill in aligning financial strategies with clients’ unique goals.
Central to Simon’s approach is the emphasis on building trust and maintaining transparent, open relationships with clients. He is dedicated to helping clients find purpose in their wealth, ensuring that their financial strategies support their long-term objectives and family values.