Simba is a Private Client Adviser and Certified Financial Planner® providing financial planning advice in the areas of wealth creation, retirement planning, personal risk management and self-managed superannuation funds. He has over 8 years of experience in advisory roles for advice businesses, including at Mercer. He also has several years’ experience at stockbroking firm and 2 years as tax accountant at Deloitte. Simba has had significant experience in dealing with client advice in superannuation, investment strategy, investment products and investment platforms. He has a B.Commerce from University of Tasmania, the CFP designation from the Financial Planning Association of Australia and Diploma in SMSF and Mortgage Broking from Deakin University.
Qualifications & Accreditations
- Certified Financial Planner®
- Bachelor of Commerce
- Diploma SMSF & Mortgage Broking
- ASIC Authorised Representative No. 001005962